Your Portfolio. Clearly in Hand.

Your Investments Tell a Story. Do You Know the Real Results?

Buying, selling, reinvesting, and trading across currencies can make it difficult to know whether you're truly making or losing money. Portfolio Ledger brings your transactions together, helping you understand the bigger picture — not just your latest trade.

EASY
POWERFUL
COMPLETE
ACCURATE

INVESTMENT CLARITY

Your Investments Tell a Story

Discover what's really happening with your money

Did You Really Lose Money on That Sale?
Look beyond your latest purchase or sale to understand how individual trades affect your accumulated gains, losses, and overall investment performance.
One Stock Is Down. Is Your Portfolio Really Losing?
A loss on one investment doesn't necessarily mean your entire portfolio is performing poorly. See how individual positions contribute to your overall investment results.
Profitable in Dollars. Losing in Reais?
Currency fluctuations can change how you see your investment performance. With BRL, USD, and PTAX conversion support, Portfolio Ledger helps reveal results from different currency perspectives.
Where Did Your Profits and Losses Come From?
Multiple purchases, partial sales, and transaction costs can make performance difficult to follow. Keep a clear record of your trades, average cost, and realized results.
Are Trading Costs Affecting Your Returns?
Small brokerage fees can add up over time. Record the costs associated with your transactions to maintain a more accurate view of your investment history.
Investment Tracking Made Simple
Keep your investment records organized, accessible, and stored locally on your device. Review your portfolio on Windows or Android, without relying on complex spreadsheets.

Results at your Fingertips

Built with a highly efficient architecture to deliver security, speed, and exceptional ease of use for investors.

Multiplatform
Cross-platform support—works on Android and Windows 10/11.
R$ and US$
Record investments in BRL or USD, with support for PTAX conversion.
Local Data Secure
Your data stays on your device and is never transmitted.
Trade Recording
Record purchase and sale operations, including quantities, prices, brokerage fees and settlement dates
Consolidated Results
Consolidated portfolio summaries by ticker and visual performance indicators.
Assets Overview
View each asset's current position, average cost, invested amount, and realized gains.
Really User Friendly
Designed to make recording and reviewing your investments effortless.
Save Money!
A highly cost-effective solution for managing and tracking your investment portfolio
Devices Sharing
Easily back up your data and sync across your devices.*
* Requires Portfolio Ledger to be installed on each device.