Track your portfolio, pressure-test ideas, and project cash flow.
Alison Wealth is a free investing workspace for people who want to organize holdings, forecast dividends and financial independence, and share portfolio thinking with friends without exposing private dollar amounts.
Paste or enter holdings manually. Alison organizes public securities, mutual funds, cash, and other assets into one clean view.
See allocation, dividend forecast, monthly budget, net worth history, and the estimated years to financial independence.
Create a Road to $100K or focused basket challenge. Track challenge returns separately from full net worth.
Share journal posts and compare challenge performance with friends while private balances and account details stay hidden.
Sample portfolio preview. Create a free account to add your own holdings.
A personal investing workspace for portfolio mix, current ideas, and long-term projection. Start with the sample view, then connect manual holdings next.
Portfolio mix by asset type using the sample consumer portfolio.
Weights are measured inside the public securities portfolio. Positions below the family-report disclosure threshold are grouped so the total ties to the public securities return.
Estimated net worth history. Public securities are re-marked using historical prices; funds, cash, and private assets use current statement values until dated snapshots are added.
Project liquid portfolio value using current public securities, mutual funds, cash, monthly cash flow, and expected return assumptions.
Budget is a planning layer for cash available to invest or cash required from the portfolio. It does not change actual holdings until activity is posted.
Challenges are structured investing experiments you can compare with friends without sharing dollars or share counts. Ideas stay as your private research queue.