Add Your Investments

Press "Help" to quick start. Detailed instructions.

Investment:

Login or your Data will be Overwritten/Deleted

Loading...

~ Help Others ~

This site is supported by people like you.

Donations fund outreach ads for the site.
Help others find us today!

Current investments should "start" the day you enter them
It's easiest to use our service by pretending your financial life started at this moment. Enter current assets/debts/expenses/incomes starting today as well.
Ended Investments turn into Assets. Commits are considered Expenses.
This keeps everything tidy. If an investment is divested, it is technically a liquid asset and is considered as such. Commits follow similar logic.
401k or equivalent retirement plans are considered investments
Generally these are the exact same as market index funds but with tax benefits.
What compound period should you choose?
It depends on what you're investing in. If you want to use an S&P 500 index fund, they compound by ~8% annually after inflation.
Remember to pay capital gains taxes on your investments
Here is the current tax rates. Don't mess with the IRS.