Multi-currency support
Leveraged ETFs
Cryptocurrencies
UK Gilts
UK CGT reporting
Equalisation payments
List of shortcut keys
Notes on data storage
Portly was hand-written by humans (me, specifically) with minimal AI input. For the moment, at least, I believe that nothing beats good old-fashioned human craftsmanship !
Free licence
The free version of Portly has several built-in restrictions, namely :
- The total number of user transactions is capped at 100
- The total number of securities is capped at 20
- The total number of portfolios is capped at 5
By paying a small one-time fee to purchase a Premium Licence, you can permanently remove these restrictions and help to support Portly's ongoing development. I'm a solo developer and every contribution really does help.
Premium licence
The 'buy-now' link will be added shortly - please come back in a few days !
The summary screen gives an at-a-glance overview of your portfolio's performance. To read more about it, click here
This plot shows the changing composition of a portfolio over time. It uses user-defined groups to organise the assets into different classes.
A scatter plot, showing how the daily moves of one security (QQQ) relate to the daily moves of another (SPY)
A chart showing the growth of two securities over the past year
A histogram showing the daily returns of two securities, overlaid
A bar chart showing the dividend history of two securities