Investments
Track your portfolio
Track investment accounts, holdings, and portfolio performance to see your complete financial picture. Support for 401(k), IRA, brokerage accounts, and more. Track by ticker symbol with cost basis and gain/loss calculations.
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How it works
Get started in three simple steps.
1
Add your investment accounts — 401(k), IRA, brokerage, crypto
2
Enter holdings by ticker symbol (VTI, AAPL) with shares and cost basis
3
Track performance over time with gain/loss calculations
Key capabilities
Support for 401(k), IRA, brokerage, and crypto accounts
Track holdings by ticker symbol with shares owned
Cost basis tracking for accurate gain/loss
Transaction types: Buy, Sell, Dividend, Reinvest, Transfer, Fee
Portfolio reports with total value and per-security breakdown
Gain/loss calculations (realized and unrealized)
Investment account summaries in Net Worth report
Current value tracking across all accounts
Try Investments today
Download OpenLedger for free and start using Investments right away.