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The investing workspace to
Add
your portfolio with confidence

Add your portfolio, shape a custom dashboard around your workflow, and use the Learn experience plus in-app explainers to build confidence as you go.

See the workflowLearn Investing
Different dashboard examples
Screenshot placeholderAdd `home-preview-1.png`, `home-preview-2.png`, and `home-preview-3.png` to `frontend/public/`.
Add
Bring in your existing holdings quickly, then keep them updated in one place.
Customise
Build a dashboard with the widgets and views that match how you invest.
Learn
Use beginner-friendly guidance and component explainers to grow confidence.
Home Widgets

Three widgets worth pinning first

The home dashboard now focuses on a tighter first screen: one widget for action, one for movement, and one for dates that matter.

TargetsPriority queue
Risk drift
Signal
Weekly nudge

Smart Alerts

See what needs attention first.

Tier-aware alerts surface concentration drift, habit gaps, and unusual moves before they become missed decisions.

Stage-aware auto alertsManual price and yield rules
OverviewFast scan
Gainers
+4.8%
+3.1%
+2.4%
Decliners
-2.9%
-3.7%
-5.1%

Price Change

Spot leaders and laggards in seconds.

Flip between 1D, 1M, and 1Y to see which holdings are driving momentum, weakness, and review candidates right now.

Top gainers and declinersTimeframe switching built in
CalendarDate radar
APR
Next

Calendar

Keep the next portfolio event visible.

Track earnings, ex-dividend dates, and paid dividends in one month view with a clearer sense of what is coming next.

Upcoming event timelineProjected cash-flow context

Ready to build your custom investing dashboard?

Plans & Pricing

All users start on Learner. Learner is FREE. Upgrade flow for paid tiers is coming soon.

Features
Learner
FREE
Investor
Coming Soon
Investor Pro
Coming Soon
Adverts
Yes
No
No
Stock price refresh
Daily
Hourly
30 mins
News updates
Daily
Hourly
30 mins
Max stocks in portfolio
20
40
Unlimited
Import portfolios
No
Yes
Yes
Emailed reports
No
Monthly
Weekly
AI portfolio insights
No
No
Yes
AI report generation
No
No
Yes

Learner

FREE

Default tier for every new account. Always free.

  • Ad-supported experience
  • Up to 20 stocks in portfolio
  • Daily price and news refresh
  • No AI features

Investor

For active tracking with faster data and imports.

  • No adverts
  • Up to 40 stocks in portfolio
  • Hourly price and news refresh
  • Portfolio import + monthly emailed reports
  • No AI features

Investor Pro

Full feature access.

  • Everything in Investor
  • Unlimited portfolio size
  • Fastest refresh cadence
  • AI portfolio insights
  • AI report generation

Learner is free and includes adverts with no AI. Investor Pro includes all platform features.