Add your portfolio manually
You can type a holding, paste a list from a brokerage screen, or update cash and funds by statement value. Public securities use backend quotes so you do not need to maintain every price manually.
Track your portfolio, pressure-test ideas, and project cash flow.
Alison Wealth turns a basic list of stocks, ETFs, funds, and cash into allocation views, idea tracking, cash-flow projection, and privacy-safe sharing.
You can type a holding, paste a list from a brokerage screen, or update cash and funds by statement value. Public securities use backend quotes so you do not need to maintain every price manually.
The dashboard separates liquid assets from non-liquid assets, shows allocation weights, and summarizes public securities, mutual funds, cash, and other assets in one place.
Investment Ideas works like a private research queue. Journal posts are longer writeups for active challenges, thesis updates, and lessons learned.
Friends can see a privacy-safe profile with holdings names, weights, per-share marks, returns, and ideas. Dollar balances, account details, share counts, and total gain/loss stay hidden.
No. The free consumer workspace is built for manual entry and pasted holdings.
Yes. The consumer portfolio workspace is free to start.
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.