1
Create a portfolio — Name it, pick an icon, and choose a color.
2
Add holdings — Enter a ticker, number of shares, cost basis, and asset type. We fetch the latest price automatically.
3
Track your P&L — See gain/loss per holding and totals for each portfolio. Allocation chart shows diversification.
4
Watch it grow — Climber+ users unlock the performance chart with daily snapshots of portfolio value over time.
