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No Securities Yet

Click "Add Security" to create your first note

Purchase Information

No BUY/SELL/SPLIT transactions recorded yet. Click the pencil to add your first event.

Date/Time Type Qty Price Note Actions
Uncheck this to auto-create a SELL event for the fractional remainder (cash in lieu).
Split Preview
Applying (forward split) (reverse split) (no quantity change)
Current Shares:
Post-Split Shares:
Fractional Remainder:
Estimated Cash-in-Lieu:
Add Note Edit Note

Settings

Update Updating...
Cloud Sync

Sync your data across devices using Google Drive

Connect to Google Drive to sync your portfolio across devices. Your data is stored in your private app data folder.
Connected to Google Drive

How often to check for updates from other devices

Syncing... Never synced
Runlog contains operation(s) Estimated size: ~KB
⚠️ WARNING: Reset creates a snapshot and clears the runlog. ALL DEVICES MUST BE SYNCED FIRST! We do not check - this is your responsibility.
Local Data Migration
This copy has been migrated to transaction-based holdings. Converted records:
Migrated
Migration has not run yet for this local copy.
Use this if data didn't sync properly. Clears sync history and re-applies all operations.
How Sync Works
  • All changes are logged and synced automatically
  • Works offline - changes sync when you reconnect
  • Data stored in your private Google Drive app folder
  • Use multiple devices with the same Google account
Display Options

Customize how securities are displayed

Choose how securities are displayed on the main page.
When enabled, securities marked as inactive will not be shown in the main list.
Manage Groups

Create and manage groups to organize your securities

Groups help you organize securities by account or category

No groups yet. Create your first group above.

Security Settings

Remove PIN

Warning: Removing your PIN will reduce account security.

Manage Securities

Select securities to delete (including all notes)

No securities to manage

Stock Data Import

Import stock data for search autocomplete

What is this? This imports a database of stock symbols, names, and information to enable search autocomplete when adding new securities. Data is stored locally in your browser and is updated once per day from JNewman's repository.
Current Stock Data

Last updated:

Total stocks:

ETF API
Optional

Add an API key for fuller ETF coverage in Add Security. Keys are stored per provider and synced when cloud sync is enabled.

Get a free API key from Alpha Vantage

Get API key and plan details from Financial Modeling Prep

Settings saved

Recommended: Import JNewman first (includes prices, volumes, sectors), then SEC to add missing companies.
JNewman: ~6,400 stocks with daily pricing data - updates existing records
SEC: Official company tickers from SEC.gov (~10,500 companies) - only adds new tickers

ETF Data: Import ETF Data runs entirely in your browser. Alpha Vantage is recommended for free-key ETF list imports; FMP may require a paid plan for full ETF-list endpoints.

Import Complete!

Import Data

Import from broker export or restore from backup

Broker CSV: Export your positions from your broker as a CSV file. The app will extract symbol, name, quantity, and purchase price.
Charles Schwaf Lot Detail: Import lot detail for one security at a time and replace that security's transaction lots with the file rows.
TickerNotes Backup: Restore a complete backup including all securities, notes, and groups.
All imported securities will be added to this group. Create a new group if needed.
Lot Import Mode: This mode updates transactions for one existing security and does not use group assignment or "skip existing securities" settings.
Use this when you hold the same symbol in multiple accounts (e.g., BAC in Schwab and Robinhood).
Preview ( securities found) Preview ( lots found for ) Preview ( total lots across files)
  • ... and more
Ready to import backup:
  • securities
  • notes
  • groups
Duplicate symbol across accounts detected

The following symbols exist in multiple groups in your securities list. Use per-file matching below to route each file to the correct account, or the wrong security's transactions may be overwritten.

Batch Lot Match Status
Valid files: /
Set all rows to:
File Symbol Lots Per-file Match Target Security Status

Import complete!

Export/Import All Data

Backup or transfer your complete portfolio data

Export Your Data

Download all your securities, notes, and groups as a JSON file. This creates a complete backup that can be imported later to restore or transfer your data.

What's included: All securities, purchase info, notes, groups, and timestamps. Stock prices are not included (they update automatically).
Export complete! File downloaded.
Application Logs

View app diagnostics and error messages (last 100 entries)

entries
No log entries found.
Add New Security
Search from our database of known securities
Purchase Information (optional)
Confirm Delete
Are you sure you want to delete this note? This action cannot be undone.
Delete Security

Are you sure you want to delete and all its notes?

This action cannot be undone!

Confirm Bulk Delete

Are you sure you want to delete securities and all their notes?

This action cannot be undone!

Securities to be deleted:
Set Up Security PIN
Create a 4-10 digit PIN to secure your account.
Enter Your PIN
Please enter your PIN to continue.