smol Portfolio Manager

On Sale

$50.00

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_ includes lifetime updates

You will get a ZIP (9MB) file

smol compute is local-first, which means your data stays on your computer. If you choose to sync your data via iCloud to access it across devices, you can retain full privacy with end-to-end encryption.

Manage Multiple Accounts

Keep things separate while retaining an overview of your entire portfolio.
Accounts are the building blocks of your portfolio. Each account is tracked independently and is self-contained on a single sheet, with its own ROI chart, Trade Log, and Holdings Breakdown.

Portfolio Manager & Trading Journal for Apple Numbers by smol compute

Supports all assets listed on Yahoo Finance and CoinMarketCap.

smol compute builds on top of Apple's native integration of Yahoo Finance and CoinMarketCap data, ensuring robust and accurate price feeds are used to track your portfolio. This allows us to support virtually all stocks, ETFs, coins, and tokens.

See the Full Picture

The Dashboard pulls data from all your accounts to give you the full picture.
A panoply of widgets give you a visual report on your holdings and their performance.

Fully Private Portfolio Manager & Trading Journal for Apple Numbers by smol compute

Monitor your P&L Visually

See at a glimpse where you stand with each of your current holdings.
Monitor your all-time P&L for the assets you trade.

Detailed Portfolio Breakdown

The Dashboard also houses the fully automated Portfolio Breakdown which allows you to sort your entire portfolio by a variety of metrics.

Track your P&L in a Secondary Currency

Secondary Currency - Crypto Portfolio Tracker

Select a secondary currency to monitor important stats in your local currency in addition to the US dollar.

Each trade is registered in the chosen alternative currency using the exchange rate applicable on the date of the trade to give you the most accurate accounting possible.

smol Compute supports over 30 national currencies.

ROI Charts

The ROI tab aggregates data from all your accounts and plots your entire portfolio’s performance on different charts. You can toggle popular benchmarks to add them the chart or add your own simply by entering tickers. Additional charts let you track your portfolio's BTC & ETH valuations over time and compare your ROI (return on investment) against BTC and ETH in addition to your return against the US dollar. This is done by keeping track of your portfolio's cost measured in these different currencies.

smol compute Portfolio Manager & Trading Journal for Apple Numbers

Watchlists

Quickly create multiple watchlists. Simply enter the tickers you wish to track to see your watchlists populate with stats. The Target MktCap Tool allows you to set a target market cap to see, for each asset in your watchlist, the X multiple that corresponds to this asset reaching your target market cap.

Quickly Reassign a Ticker to any Asset

Track any crypto asset - Crypto Portfolio Tracker

The Special Assignation widget allows you to easily override any automatic ticker-to-asset match. Simply enter the ticker you want to use and assign it any asset listed on Yahoo Finance / CMC.

This is particularly useful for stocks listed on foreign exchanges and for exotic tokens, which can sometimes share the same ticker.