Portle

Turn one Google Sheet into your own investing operating system.

Keep writing your trades where you already write them. Portle reads that sheet and turns it into holdings, realized gains split short and long, dividends, cash, and the rules you set for yourself — on your phone.

Tell me when it opens

Being built in the open, and used every day on the author’s own ledger. No app store listing yet.

What it does

Counts every lot, not an average

Each purchase keeps its own cost. That is what makes a realized gain splittable into short-term and long-term, and it is the part a spreadsheet formula stops being able to do.

Tells you when the sheet drifted

A hand-written ledger eventually disagrees with the broker — a missed trade, a typo. Type in the quantities your broker shows and Portle names the holdings that do not match, instead of reporting confidently on numbers that are already wrong.

Judges your own rules, not someone else’s

Write a line like “VOO around 30%” or “cash at least 5%” in the sheet. Portle turns each one green, amber or red, and says what it would cost to get back on plan. When it cannot measure a rule, it says so rather than guessing.

Says what it does not know

A quote that did not arrive is not zero. A holding in another currency is not silently dropped from the total. Anywhere a number is missing or approximated, the screen tells you which one and why.

Why a sheet

Because the ledger stays yours. The file lives in your Drive under your name; Portle reads and writes that one file and cannot see anything else in your Drive. If you stop using the app tomorrow, your entire investing history is still sitting there in a format you can open anywhere.

That is also why Portle asks for the narrowest Google permission that exists for this — per-file access to the spreadsheet it created with you, and nothing more.

What it will not do