Tax-Lot Portfolio Tracker

Retail investors who use multiple brokers spend hours manually reconciling positions and cannot see their true net worth or allocation in one place

Passive investors who set target allocations have no lightweight way to know when their portfolio has drifted enough to require rebalancing without manually logging into multiple accounts

Dividend income investors cannot easily visualize which months will have low payout coverage or forecast next year's income without building and maintaining custom spreadsheets