Spreadsheets are infinite. That means you can model anything—and break anything with one bad formula.
Apps trade some freedom for guardrails: consistent fields, mobile-friendly layouts, and fewer “which file is truth?” moments.
Try parallel running
Keep the old sheet for a month while you mirror new buys in the app. When the app is faster to update, you have your answer.
Create a free account when you are ready.
Common questions
- Can I export later?
Use product help and account tools for current export options; the app evolves—check the Help Center for the latest.
Related guides
- First 90 days: building a portfolio habit that sticks
A gentle cadence for new users—what to enter weekly, when to tidy folders, and how to avoid all-or-nothing burnout.
- Why a modular dashboard matters for stackers and collectors
How draggable modules reduce clutter, put prices and news beside holdings, and stop you from hunting through menus.
- Display currency: what portfolio totals really mean
How display currency affects formatting, not metal content, and why picking a sensible home currency reduces daily friction.
- The Commodity Prices tile in plain English
What the dashboard price tile does, how to pick symbols, and how to interpret numbers next to your stack.
- Migrating from notes apps, camera rolls, and group chats
A sane path from scattered proof-of-purchase screenshots to one structured portfolio without retyping everything in one night.