Scattered transaction records
CSV histories can be difficult to interpret as a complete portfolio.
Local Windows Application
Finally Know What Your Portfolio Is Actually Doing.
Portfolio Truth transforms CSV transaction history into clear portfolio reporting. Review reconstructed holdings, cost basis, gain/loss, and an overall portfolio summary.
The Problem
A current balance does not explain cost basis, gain or loss, or how transaction history produced today's holdings.
Unclear cost basis
Raw transaction rows do not provide a simple portfolio-level view.
Incomplete reporting
Investors need holdings, gain/loss, and summary reporting in one local application.
Why Portfolio Truth
CSV transaction import
Import supported CSV transaction files.
Portfolio reconstruction
Reconstruct holdings from imported transaction history.
Focused reporting
Review holdings, cost basis, gain/loss, and portfolio summary outputs.
90 Second Product Demo
See Portfolio Truth in Action.
Watch the complete workflow from CSV import through portfolio reconstruction, holdings, cost basis, gain/loss, and portfolio reporting.
See your portfolio clearly.
Apply for the Portfolio Truth private beta.