Import transactions, then review them
Share broker screenshots, CSV files, or Excel files. Portle reads the transactions and lets you confirm the rows before anything is saved.
A portfolio calculator for individual investors
Turn scattered investment records into one portfolio.
Import broker screenshots or files, then see returns, allocation, worst drawdown, and change over time. Portle also checks your investing rules and records that may need attention.
Keep your ledger on this device or in your Google Drive. Portle is not a broker and does not provide investment or tax advice.
Your ledger
Keep records where you choose.
Start without signing in and keep your ledger on this device. If you prefer, move it to Google Drive and manage it as a Google Sheet you can inspect and export.
Keep buys, sells, dividends, fees, cash transfers, currencies, and notes together. Portle turns those records into portfolio views while keeping each result traceable to its ledger rows.
Results and checks
See the results, then the records behind them.
Check your own investing rules
Set target weights, cash minimums, or leverage limits. The Home screen checks those rules against your ledger and shows the result. Portle reports the numbers but does not give investment advice.
Review similar periods from the past
Portle finds past market periods that resemble today, then shows what the market and your portfolio did next. These are historical comparisons, not forecasts.
Review entries that may need attention
Portle flags possible duplicates, missing dividends or splits, and differences from your broker balance. It explains each finding and leaves every change to you.
Tax residence
Review estimates based on where you pay tax.
Choose your tax residence in Settings. Portle adjusts the reporting currency and available tax estimates for the United States, Korea, Japan, Canada, Australia, or the United Kingdom. Other countries still receive the general portfolio and ledger views.
United StatesKoreaCanadaJapanAustraliaUnited KingdomOther
Calculate first. Keep the useful records.
Use five browser-only tools for average cost, another purchase, recurring contributions, dividends, and a target amount.
Use Portle
Start a ledger and keep it useful.
Learn how to import broker records, choose a reporting currency and tax residence, and review entries that may be duplicated or missing.
Import checklist
See all guidesMap a broker CSV to Google Sheets
Map a broker export to the Portle ledger format while preserving fees, currencies, dividends, cash movements, and cost-basis details.
Setup checklistSet tax residence and currency before reviewing returns
Choose your tax residence and reporting currency before reviewing gains, cash, and tax estimates.
Audit workflowAudit duplicate and missing trades in 10 minutes
Use broker positions, cash balance, company names, and date gaps to find ledger errors before portfolio totals become misleading.
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