The close

One set of numbers, read four ways. Every figure traces to a row in your ledger.
No ledger loaded

Load your transaction workbook. It is read in this browser and remembered here until you replace it — nothing is uploaded anywhere.

Or connect Google Drive and choose it once: the app re-reads it on every open, keeps its own files beside it, and never writes to the workbook.

Portfolio at the selected close
Month on month