RowFold
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Investment portfolio

Every buy, sell and dividend kept at the price it executed, with units and cost basis derived from them rather than typed. Group by asset class, sector or account.

Holdings
Transactions
Accounts
sample data included 3 tables poured in seconds
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What happens next

It pours in ready to use.

Tables, links, views and sample records land in about twenty seconds — all connected, nothing locked, everything editable afterwards.

Or, on the next screen

Swap this for a workspace Ask RowFold designs from your own description. Your pick is kept either way — nothing is created before you click Build.