A trading journal looks at what you did last week. This section looks at what you hold, what it cost you, and how far your allocation has drifted since last time. One move a month is enough.
Every line carries what you paid for it and your unrealised gain. Per line, per asset class, and on the total.
Life insurance and regulated savings expose no interface. They are close to half of French households' financial wealth: leaving them out skews the whole denominator.
One bar per closed snapshot, placed on its month, with the gap in percentage points. You see where you're sliding, not just where you stand.
A connected account doesn't walk in by default. You tick what actually makes up your wealth, and your active trading account can stay out: it has no place in an allocation you rebalance once a month. What you exclude is named in the coverage banner, never swallowed silently.
And no choice means "included". A source connected tomorrow comes in by default, because a truncated total doesn't produce a visible error: it produces a wrong sell order.
Value alone says nothing: a €100,000 portfolio can be €20,000 up or €15,000 down. The cost basis lives on its own and survives snapshots, so it isn't lost when a position moves between accounts. It's counted once per asset, even when that asset sits in two accounts.
A line whose purchase price you haven't filled in leaves the maths and tells you so. It is never counted as zero, which would turn a gain into a loss.
Each closed snapshot places a bar on its month, and every bar is worth 100%: you read a split, never a fortune. The gap to your target shows in percentage points, the only way to notice a pocket left to drift for a quarter.
A month with no snapshot is joined to nothing. Drawing a curve from June to August would sketch a trend nobody measured, and give two months of ignorance the look of steady tracking.
Tradoshi places no orders and never has permission to: connections are read-only. It shows you the gap between your target and your reality, you decide, you execute at your broker.
Cash is part of the portfolio, it doesn't float beside it. Sitting at 10% against a 5% target is therefore corrected by selling 5%, no more: the money doesn't leave, it changes pocket.
No. Declared entry is enough to track everything, and it's the only possible route for life insurance or a bank-held retirement account, which expose no interface. Automatic sync exists for Interactive Brokers and nine crypto exchanges; it saves time, it isn't a requirement.
From your broker itself, which returns them with the position. Tradoshi buys no market-data licence and therefore charges you for none. For a line entered by hand, the value you declare is the reference.
No, never. Connections are read-only and no credential able to place an order ever reaches us. You get a rebalancing suggestion and execute it yourself at your broker.
Because joining two distant snapshots would draw a trend nobody measured. An acknowledged gap is information; a curve invented between two points is an error that passes for tracking.
The journal measures your past decisions, trade by trade, at the pace of your week. This section measures what you hold today and how your split has drifted, at the pace of one move a month. Both live in the same account and never mix.
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