InvestMint Pro: Offline Investment Portfolio Tracker (HTML App)

Investment Portfolio Tracker app for organising stocks, ETFs, crypto, dividends, accounts, expenses, budgets and investment goals—all in one private, offline HTML file.

InvestMint Pro gives you portfolio analytics, dividend projections, FIRE planning tools and printable reports without subscriptions, cloud accounts or complicated spreadsheet formulas.

⚠️ IMPORTANT DEVICE COMPATIBILITY

For the most reliable experience, use InvestMint Pro on a Windows, Mac or Linux laptop or desktop computer.

iPhone and iPad are not fully supported. Apple’s iOS and iPadOS may restrict local HTML files, browser storage, downloads and backup functions. Opening the app directly from the Files app or Safari may prevent information from saving or exporting correctly.

IPHONE/IPAD WORKAROUND

If you still want to try InvestMint Pro on an iPhone or iPad:

1. Download and extract the files using the Files app.
2. Open the HTML file using a dedicated local HTML viewer or local web-server app that supports JavaScript and local browser storage.
3. Test the app with the included demo portfolio before entering real information.
4. Continue using the same device and viewer app.
5. Export a JSON backup regularly.

Third-party viewer apps are not included, and reliable operation on iOS or iPadOS cannot be guaranteed. A laptop or desktop computer remains the recommended solution.

◆ WHAT YOU RECEIVE

• InvestMint Pro portfolio tracker app—one downloadable HTML file
• Quick-start instructions
• Preloaded demonstration portfolio
• Ten colour themes and full dark mode
• Multiple currency display options
• Backup and restore tools
• Free future updates supplied by the seller when available

No physical product will be posted.

◆ 12 TOOLS INCLUDED

• Dashboard—portfolio value, cost basis, gains, losses and allocation at a glance
• Portfolio Tracker—organise stocks, ETFs, crypto, real estate, bonds, savings and retirement assets
• Transactions—record purchases, sales, dividends, deposits, fees and other activity
• Accounts—organise ISAs, SIPPs, 401(k)s, brokerage accounts, savings and crypto wallets
• Dividend Tracker—record income, payment dates, yields and projected annual dividends
• Investment Planner—set goals, milestones and target allocations
• Expense & Budget—compare monthly spending, savings and income
• Watchlist—save target prices, priorities, investment ideas and review dates
• Analytics—view ROI, CAGR, income trends and portfolio performance charts
• Notes & Research—keep a tagged investment journal linked to your assets
• Portfolio Report—create a printable portfolio summary that can be saved as a PDF
• Settings—change themes, currencies and preferences or manage backups

◆ BUILT-IN FINANCIAL CALCULATORS

• Compound Growth Calculator
Estimate future portfolio value using an initial investment, monthly contributions, expected return and time period.

• FIRE Calculator
Estimate a financial-independence target using your portfolio, expenses, contributions and withdrawal rate.

• Portfolio Rebalancing Tool
Set target percentages and compare them with your current portfolio allocation.

Calculations are estimates only and should not be considered financial advice.

◆ PORTFOLIO AND DIVIDEND TRACKING

Record and organise:

• Stocks and ETFs
• Cryptocurrency
• Real estate and property investments
• Bonds and commodities
• Savings and retirement accounts
• Purchases, sales and transaction fees
• Realised and unrealised gains or losses
• Dividend payments and projected income
• Investment expenses and monthly budgets
• Watchlist ideas and target prices

◆ PRIVATE AND OFFLINE

InvestMint Pro is designed to run locally on your device.

• No account required
• No cloud login
• No monthly subscription
• No advertising or tracking
• Your information is not sent to the seller
• Use the included backup function to protect your records

Because information is stored locally, clearing browser data, changing browsers, deleting the viewer app or losing the device may remove your records. Export backups regularly and keep copies in a safe location.

◆ HOW TO START

1. Purchase the listing and download the supplied package from Etsy.
2. Extract the downloaded ZIP file if required.
3. Open the InvestMint Pro HTML file in a supported desktop browser.
4. Explore the included demo portfolio.
5. Select “Clear Demo & Start My Portfolio” when ready.
6. Enter your own assets, accounts and transactions.
7. Export regular JSON backups from the Settings area.

Chrome, Edge or Firefox on a Windows, Mac or Linux laptop or desktop is recommended.

◆ IMPORTANT LIMITATIONS

• iPhone and iPad are not fully supported.
• This is a downloadable HTML app, not an App Store application.
• Market prices and exchange rates do not update automatically.
• Users enter and update their own investment information manually.
• It does not connect to banks, brokers or cryptocurrency exchanges.
• It does not execute trades or provide financial recommendations.
• It is not Excel, Google Sheets or a spreadsheet template.
• Internet access may be required only to download the product initially.
• Browser and device behaviour can differ, so test the demo before entering important information.

◆ LICENCE

This purchase includes one personal-use licence.

You may use the app for your own personal investment records. You may not resell, redistribute, share, copy or modify the product for commercial distribution.

◆ DIGITAL PRODUCT POLICY

This is an instant digital download. No physical item will be shipped.

Due to the nature of digital products, returns or exchanges may not be available after files have been downloaded. Please read the compatibility information carefully before purchasing and contact me if you have any questions.

InvestMint Pro is an organisational and educational tool only. It does not provide investment, tax, accounting or legal advice. Always independently verify calculations and consult a qualified professional when necessary.

IMPORTANT DISCLAIMER

InvestMint Pro is a personal record-keeping, planning and educational tool only. Nothing included in this app or listing constitutes financial, investment, tax, accounting or legal advice. It does not provide personalised recommendations or guarantee investment results. Always conduct your own research and consult a qualified professional before making financial, investment, tax or legal decisions. Past performance and projections do not guarantee future results.