Revolut CSV import · IBKR-ready workflow · average-cost P/L

Turn broker exports into a clean stock ledger.

Import activity from Revolut, review matched and missing rows before anything is saved, track dividends separately, and get average-cost realized P/L across your platforms.

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Dashboard — broker activity, dividends, average-cost P/L, open positions
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Built like a journal, not a brokerage.

Import, review, track, and keep the numbers auditable.

Multi-platform ledger

Keep Revolut, IBKR, and manual trades in one ledger with platform-level cash balances.

Broker import preview

Import Revolut CSV exports, see matched vs missing rows, and rollback a batch if needed.

Realized & unrealized P/L

Weighted-average cost basis. Deterministic. Every figure traces back to the raw trade that produced it.

Capital curves

Cumulative P/L over 1M, 3M, 1Y, and all-time. See whether the line is going up.

Wins & losses

Win rate, P/L by symbol, recent trades, performance per day, week, month, year.

RSI context

See the same RSI state on watchlist symbols and open positions before you decide what to do.

Dividends

Track dividends and withholding tax separately from trade P/L.

Dashboard

Your portfolio at a glance.

KPIs for the month and all-time, monthly and yearly goals with live progress, dividends, and a cumulative P/L chart you can toggle between 1M, 3M, 1Y, and all-time.

  • Monthly + yearly profit goals
  • Cumulative P/L chart
  • Recent trades, dividends, P/L by symbol
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Dashboard — KPIs, goals, cumulative P/L, dividends
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Imports

Preview broker exports before they touch your ledger.

Start with Revolut CSV exports. The importer shows rows that will be added, rows already matched, possible duplicates, ignored cash transfers, and anything that needs review.

  • Revolut CSV import
  • Matched / missing / review states
  • Batch history with rollback
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Imports — preview matched and missing broker rows
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Positions

Open holdings with context.

Live prices, realized vs unrealized P/L, and RSI badges so you know where each position sits before you decide to sell.

  • Table or heatmap view
  • Grouped by platform
  • RSI state on every row
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Positions — table + heatmap with RSI badges
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Trades

Every buy and sell, filterable.

A clean, sortable log with average-cost realized P/L written next to every sell. Filter by symbol, platform, or action and keep imported rows traceable to the source file.

  • All Actions / Buy / Sell tabs
  • Sort by date, price, qty, P/L
  • Source metadata for imported trades
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Trades — filterable log with average-cost realized P/L
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Dividends

Income stays separate from trade P/L.

Dividends, dividend tax, fees, deposits, and withdrawals are imported as cash events instead of being forced into the trade ledger.

  • Separate dividend tab
  • Gross, tax, and net totals
  • Cash-balance impact from broker rows
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Dividends — gross, tax, and net income
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Performance

How are you actually doing?

Realized P/L and win rate broken out by day, week, month, or year — plus a portfolio growth chart for the long view.

  • Daily / Weekly / Monthly / Yearly tabs
  • Win rate per period
  • Portfolio growth chart
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Performance — periods + win rate + growth chart
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Symbols

Your watchlist with RSI signals.

Add tickers from a catalog, see live price, daily move, and an RSI badge with the state label. Run a quick RSI-below-35 backtest on any name.

  • Ticker-catalog autocomplete
  • Oversold / Neutral / Overbought labels
  • One-click RSI backtest
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Symbols — watchlist with RSI and backtest
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Mobile

Works on the phone in your pocket.

Every page is responsive. Log a trade from your phone right after you place it.

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Dashboard
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Imports
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Trades
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Dividends
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What's not here

The features we're proud not to have.

Focus is a feature. Here's what you won't find — and why.

  • Always-on broker sync
    Auditable file imports, starting with Revolut CSV
  • Tax reporting
    Export your data and hand it to your accountant
  • Options, forex, crypto
    Stocks only, on purpose
  • Live charting
    Quotes and RSI, nothing more
  • Multi-user collaboration
    One portfolio, one person
  • Cluttered analytics dashboards
    The numbers you act on, nothing else

Start your journal.

Sign in with Google. Add a platform. Import a Revolut export or log your first trade.

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