Investment Portfolio Tracker Beta Version · Offline HTML File · Works in Any Browser

BETA VERSION*** Up to 10 investments · Full version coming soon

Your whole portfolio in one beautiful file - works fully offline, no accounts, no log ins, no subscriptions. This is not an excel sheet, it is a dynamic dashboard that opens in any web browser providing 24/7 access anywhere, anytime, without any internet. This listing is the Beta version, which supports up to 10 investments. A full unlimited version is will be available soon.

Most portfolio trackers want a monthly fee, an account, and a link to your brokerage. This investment tracker is the opposite: one self-contained file that opens in any web browser, calculates your gains and losses, and draws clean charts of where your money is — all on your own
device. Buy it once. Use it forever. Nothing is uploaded.

WHO IT'S FOR
• Long-term investors, dividend and ETF holders, FIRE planners, and anyone who has outgrown a messy spreadsheet but doesn't want yet another subscription app holding their financial data.

WHAT'S INCLUDED IN THE BETA
✓ Track up to 10 investments (stocks, ETFs, cash, crypto, and more)
✓ See total value, book cost, total gain/loss, and return % at a glance
✓ Break your portfolio down by sector and asset type with interactive charts
✓ Spot your best and worst performers instantly
✓ Work in USD or CAD with an adjustable exchange rate (mixed-currency portfolios supported)
✓ Switch between a polished light and dark theme
Note: The Time Series chart, Insights tab, Settings tab, and Excel/CSV import are reserved for the full version.

FULL VERSION — COMING SOON
The full version removes the 10-investment cap, unlocks Insights (plain-language analysis tailored to your investor profile), Settings, and one-click Excel/CSV import. Your Beta data carries over automatically — nothing to re-enter when you upgrade.

HOW IT WORKS (about 60 seconds)
1. Download and double-click the HTML file — it opens in Chrome, Edge, Firefox, or Safari. No install.
2. Add up to 10 holdings by hand using the built-in form.
3. Watch your dashboard build itself — charts, returns, and analytics, instantly.

WHAT'S INCLUDED IN YOUR DOWNLOAD
• Investment_Tracker_Beta.html — the app (works offline, any modern browser)
• Quick_Start.pdf — visual walkthrough with screenshots
• LICENSE.txt — personal-use license
Total download: under 1 MB. One-time payment. No subscription. No account.

WHY OFFLINE MATTERS
There is no server to call and no account to create. Your portfolio lives in your own browser's storage, where only you can reach it. You can verify it yourself: open the file, disconnect from the internet, and everything still works.

WHY PEOPLE CHOOSE THIS OVER THE BIG TRACKERS
✓ Fully offline — Empower, Sharesight, and Kubera are all cloud-based
✓ No account and no brokerage login — the big trackers require both
✓ One-time $25 — others charge monthly or yearly, or are "free" because you are the product
✓ Works with any broker, anywhere — no "supported brokers" list to fall outside of
✓ A plain file you own and can open forever — not an app that can be shut down

RETURNS
As this is an instant transaction, refunds or exchanges are not available. However, if you encounter any issues with the download or experience any dissatisfaction, please don't hesitate to reach out to us, and we'll be more than happy to help

Thank you!