Portfolionomics consolidates your stocks, options and dividends across brokerages — with prices logged locally so your history is yours, not your broker's.
Corporate-grade portfolio analytics, run on your own data.
Live prices are captured on a schedule and stored in your own database. Charts read from your record — they never break when an API changes.
Account value, allocation and returns across all brokerages — sliced by platform, sector or industry, over any timeframe from hourly to all-time.
Lot-level cost basis lets you compare FIFO, HIFO and specific-ID before a sale — so you can see the tax impact of which shares you sell.
Project forward 12-month income from declared rates and share counts, model DRIP compounding, and track progress to an income-replacement target.
Premiums collected and paid, open contracts by expiry, covered-call income and assignment events — kept separate so each strategy's return is clear.
A local reference for every ticker — sector, industry, dividend schedule and your own notes and thesis, cached so the app never waits on the network.
Start free. Upgrade when your portfolio outgrows it.