Built on the same calculation engine powering Portledger. No signup, no limits — run the numbers instantly in your browser.
Enter your buy lots and calculate your weighted average, FIFO, or LIFO cost basis. Includes a worked UK bed-and-breakfasting (30-day rule) example showing how HMRC share-matching neutralises artificial losses.
Model your portfolio's future across 1,000 simulated return sequences. Enter your balance and asset allocation — see the realistic cone of median, best and worst case outcomes, with lump sums, monthly contributions and a goal probability.
Model investment growth with a starting balance, monthly contributions, one-off lump sums, a custom rate of return, and inflation adjustment. Full year-by-year breakdown included.
Portledger connects to your actual holdings and runs cost basis, projections, and compound growth automatically — updated every time your prices refresh. Supports stocks, crypto, real estate, private equity, collectibles, and savings.