Portfolio Snapshots

Track holdings over time with encrypted local storage

Unlock data

Enter the password used to encrypt your portfolio file. The same password is required to save new snapshots.

Password

New snapshot

Paste from Excel (tab-separated). Columns: Provider | Employer | Policy Number | Value | Description | Owner | Taxed | Cash | Equity | Bond | Property | Other. Values are in thousands (EUR); asset columns are percentages.

Snapshot date Spreadsheet data

Overall asset allocation

Asset class	Amount (EUR)	% of portfolio

Holdings

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Compare against

Provider	Policy number	Description	Owner	Earlier value	Later value	Change	Annualised

By owner