The close

Your portfolio as it stood at each month-end. 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.

Google Drive is switched off on this screen. Sign-in is limited to the owner’s Google Workspace account, and Google refuses every other account before it asks for a single permission — so the button below states that instead of sending you to an error page. The owner connects from Settings · Drive.

Sign-in is limited to the owner’s Google Workspace account. Load a workbook from this device or see the example portfolio instead.
Portfolio at the selected close
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Month on month
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