argus-lens · Portfolio intelligence
The operating system for your net worth.
Import every brokerage, price every holding daily, and see dividends, returns and risk in one calm view.
+1.38% today
Prices refreshed · 08:30
44 symbols and 12 currencies updated. Portfolio repriced.
Features · Track, analyse, plan
Everything your portfolio needs. In one place.
Ten views over one set of numbers, from today's net worth to the income you'll earn in ten years.
Track
Net worth
Every account and currency, consolidated into one figure you can trust.
Holdings
Quantities, cost basis and gains per position, split-adjusted automatically.
Transactions & CSV import
Drop in any broker export. Columns are mapped and duplicates flagged.
Multi-currency
Holdings priced in their own currency and converted at the day's rate.
Analyse
Returns heatmap
Monthly and yearly returns at a glance, with contributions separated out.
Dividends
A forward calendar of what each holding pays, and when.
Drawdown
How deep and how long every decline was, against your benchmarks.
Sector & geography
Look through your ETFs to the sectors and countries underneath.
Plan
Optimization
Efficient-frontier weights for the risk you choose, from your own holdings.
Financial planner
Model contributions and growth to see where your portfolio is heading.
How it works · The data model
One record of your money.
Every view reads from the same records, so the numbers always agree.
Transactions
Holdings
Prices
FX rates
Splits
Dividends
Benchmarks
ETF look-through
Imported once.
Bring in a broker export a single time. Every view after that reads the same transactions.
Read by every view.
Dashboard, analysis and optimization share one model, so a change shows up everywhere.
Priced every day.
Closing prices, splits and exchange rates are refreshed daily, without you lifting a finger.
Always current
Prices that keep themselves current.
A scheduled job prices your portfolio every morning. Press refresh and it runs again on demand.
Activity
- 08:30:02Refresh requested
- 08:30:0944 symbols fetched, 3 splits checked
- 08:30:1112 currencies converted to SGD
- 08:30:12Portfolio repriced, history rebuilt
Market data
Prices as of 24 Oct, close
- VUAA.LS$ 121.84
- VOOS$ 712.30
- NVDAS$ 238.06
Imports
Your transactions arrive from a CSV or are added by hand.
Prices
Daily closes and splits are fetched for every symbol you hold.
Converts
Each holding is converted to your base currency at that day's rate.
Reports
Net worth, returns and income update across every view.
Security
Where we differ.
Your data stays yours.
Read-only by design: we never connect to your brokerage or place trades. Row-level security keeps every portfolio private to its owner.
Built for the long term.
Holdings are valued at the actual closing price, with splits applied and dividends counted once, so long histories stay honest.
Every broker, every currency.
Mix exports from any broker and listings on any exchange. Everything is reconciled into the currency you think in.
Product
Inside your portfolio.
See your whole portfolio. In one place.
Import your first broker export and see your net worth in minutes.