For serious individual investors
Your portfolio, actually understood.
Paste your brokerage positions and Ledger builds a full risk, performance, and allocation picture — with rule-based flags and transparent recommendations. It runs on your own computer. Your account data never touches a server.
Runs on your computer. No brokerage login, no OAuth, nothing stored on our servers.
Every flag and score shows the exact numbers behind it — never a hidden verdict.
Thresholds, weights, and targets are yours to edit — nothing is a black box.
Informational flags based on rules you set. You make every decision, with your broker.
Illustrative preview — not real account data.
What Ledger actually does
No linked accounts. Paste your positions from your brokerage's site, and Ledger builds the rest.
Paste-in tracking
Copy your positions table straight from your brokerage and paste it in. Ledger parses tickers, cost basis, and gain/loss automatically — and tells you clearly if a row didn't parse, instead of failing silently.
Live market data
Current prices, fundamentals, P/E, dividend yield, sector, and 5 years of history for every holding and your chosen benchmarks — refreshed on your schedule, not spammed on every page load.
Real risk analytics
CAGR, volatility, Sharpe ratio, beta, max drawdown, and a portfolio-vs-benchmark overlay chart — the same math a real risk desk uses, computed from your actual holdings.
Rule-based flags
Concentration limits, RSI extremes, moving-average crosses, idle cash, tax-loss-harvest candidates — every flag is a threshold you set, shown with the exact number that triggered it.
Transparent recommendations
A single HOLD / ADD / TRIM / EXIT call per holding, synthesized from eight weighted signals — with the full breakdown always visible. Never a verdict you have to trust blindly.
News, in context
Recent headlines per holding, plus an optional AI-generated context paragraph combining price action, your flags, and the news — clearly labeled as context, never a signal.
Three steps. No linked accounts.
Copy from your brokerage
Go to your brokerage account's positions page and copy the table.
Paste into Ledger
Ledger parses it locally and builds your dashboard in seconds — nothing leaves your machine.
Review & decide
See your flags and recommendations, then execute any trades yourself, directly with your broker.
Request early access
Tell us a bit about what you're looking for and we'll reach out to set up a demo.