Start tracking
Add your funds with the target weight you want to hold, then log every contribution. Everything is stored in this browser.
The sample loads four funds with eight months of contributions. You can clear it in one click whenever you want to start with your own.
Allocation
Outer ring: actual · inner ring: target
Progress
Capital contributed against market value
Drift from target
Tolerance of 2.0% · the shaded band marks the acceptable range
Your funds
Edit the target weight and the net asset value directly in the table
| Fund | Category | Target | Current NAV | Invested | Value | Result | % | Weight |
|---|
Add a fund
The name is the identifier you will use when logging transactions
Log a transaction
Enter the NAV or the units: whichever is missing is worked out for you
Transaction history
Newest first
| Date | Fund | Type | Amount | Fee | NAV | Units |
|---|
Month-end snapshots
A picture of your holdings at the close of each month
| Date | Contributed | Market value | Result | % | Month change |
|---|
Starting assumptions
Filled in from your current data; you can adjust them by hand
Projected growth
Portfolio value under each scenario against the capital contributed
The cost of waiting
What you give up by starting later
If you contribute more
The effect of adding more each month
Scenario detail
Figures at the end of the chosen horizon
| Scenario | Annual return | Total contributed | Final value | Gain | Total return | Multiple |
|---|
How your data is stored. Everything you enter stays in this browser's local storage and is never sent to a server. If you change device or clear your browsing data, restore it from the backup file. This tool is here to help you organise your tracking; it is not financial or tax advice.
Your copy · on your own computer
This isn't a website. It's your own file.
Everything above —the four funds, the thirty-three transactions, the history— fits into
a single file that you can download and keep wherever you keep the things that matter. It opens
with a double click, works offline, and asks for no account, no email address and no subscription.
This matters because you do not use this tool once and close it: it builds up years of your
history. While you use it from the web, that history lives in this browser's storage, and there it
is fragile: it goes if you clear your browsing data, change computer or switch browser. The file in your
own folder, by contrast, is included in your backups like any other document of yours.
You are using your own copy
This file is already yours.
You opened it from your own computer, so it works offline and does not depend on this website continuing to exist. Its data is stored in this browser, tied to this file: move it to another folder and it will keep working, but it is worth downloading a backup from time to time with the button above, above all before clearing your browsing data or changing computer.
- Download it A single HTML file. In Documents, in your cloud drive or on a USB stick: wherever you decide.
- Open it with a double click It opens in your usual browser. Nothing to install, no permissions and no internet needed.
-
Take your data with you
If you have already started here: press Backup above, save the
.jsonand load it from your own file. - Log every contribution The amount is enough. You only need the net asset value when you want to update the market value.
- Save one snapshot a month A month-end snapshot is what feeds the history and the growth curve of your portfolio.
-
Download a backup
The
.jsonis your safety net: it weighs a few kilobytes and restores in one click.
portfolio-tracker.html
What leaves your computer: nothing you type. The file carries no analytics, no third-party scripts, and sends your figures to no server —there is no server to send them to—. The only thing it asks the network for is the typeface; offline it uses your system font and works exactly the same.