Roastfolio

Portfolio — Total Value

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Portfolio — Daily Change

Portfolio

Monthly Summary

Monthly Return

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Benchmark Comparison

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Overtook vs Lost ▼

Retirement Goals

Monthly Deposit: —

Monthly Return: —

Yearly Summary

Yearly Return

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Benchmark Comparison

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Overtook vs Lost ▼

Retirement Goals

Yearly Deposit: —

Yearly Return: —

Today's Movers

Benchmark

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Wallet Management

Select wallet — —

Wallets

Selected wallet

Select a wallet

Summary stays pinned first. Select a wallet to manage it.

Average Yearly Return

Stable holdings layout

Quick Entry Type a transaction in plain text, press Enter to confirm

📈 Buy 10 AAPL for 185.50 to XTB on 2025-06-01 · 📉 Sell 5 CDR.WA for 120 to IKE · 💰 Deposit 5000 to IKZE

Transaction

Buying adds to an existing holding or creates a new one.

Ready

Type to search Yahoo Finance · use arrows and Enter to select

Choose quantity and optional cost details to save the transaction.

Quantity

Advanced options

Commission / fee

Comment

Trade value is the full cash impact. For buys and sells, include fees in that value.

Review Choose a transaction

Asset —

Quantity —

Value —

Cash effect —

Holdings

Live value, allocation, and quick trade actions.

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Company	Shares	Value	Today	Alloc

Closed Positions

Closed positions with lifecycle and total return.

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Asset

Total Portfolio

Holdings

Company	Price (PLN)	Today	YTD	Current Value (PLN)	Purchase Value (PLN)	Profit / Loss (PLN)	Total Return	Portfolio %

Portfolio History

Monthly Net Gains

Cumulative Return

Daily % Change

Daily PLN Change

Return vs Benchmark

All-Time Values

Monthly Statistics

Daily Statistics

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The Deepest Trench

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Waiting for data

The Widest Swamp

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Waiting for data

Valuation Path vs High-Water Mark

The Lakes (Underwater Drawdown %)

Click a lake on the left chart

Retirement Forecast

See if your money lasts

Compare your real portfolio history with a theoretical saving path from your investing start date, then see two futures from today: one from the real balance and one from the projected balance.

Ready

Retirement timing: —

Saved plans

Projection chart

Past + future in one view

Live preview

Y scale

Y zoom 100% of full height

Y scroll Not needed at full height

Quick focus

Use Y zoom + Y scroll to inspect the lower part of the chart when the forecast shoots much higher than today.

Retirement begins —

Actual path outlook —

Monthly spending —

Blue shows your real history. Dashed blue is a monthly-compounded theoretical path from your investing start date using your pre-retirement yearly return. Green projects forward from the real balance today, and purple projects forward from the theoretical balance today. Simulation bands

Quick summary

What this plan says

Actual value today

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Actual path at retirement

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Actual path at age 88.6

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Retirement runway

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Spending support

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Confidence view

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Age 88.6 check

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Historical range

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Plan setup

Keep it simple

Start with your birth date, when you began investing, the age you want to retire, monthly contribution, expected growth, and retirement spending. The app translates that retirement age into the date of your birthday automatically.

Plan name

Use any name that helps you compare scenarios.

Date of birth

Used to calculate real ages and the age-88.6 target date.

Started investing on

This sets the start of the projected historical path.

Retirement age

If you enter 50, the plan uses the date of your 50th birthday.

Monthly investment

How much you plan to add each month before retirement.

Growth before retirement (%)

Expected yearly growth while you are still investing.

Growth after retirement (%)

Expected yearly growth once withdrawals begin.

Monthly retirement spending

How much you want the portfolio to cover each month.

More controls

Optional inputs for a more detailed scenario. You can ignore these and still get a solid forecast.

Target age

Starting amount

Spending growth (%)

Annual fee drag (%)

Confidence samples

Show confidence bands

Working volatility (%)

Retired volatility (%)

Income streams (JSON array)

One-time events (JSON array)

Spending phases (JSON array)

Return phases (JSON array)

Notes

This Month's Turnover

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YTD Turnover

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All-Time Turnover

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Transaction Activity

Less More turnover Deposit Withdrawal

Monthly Turnover

Transaction History

Date From To	Operation	Asset	Wallet	Units	Price (PLN)	Commission	Value (PLN)	Save

Asset Analysis

Search for a company to view its 1-year performance and fundamental properties.

Transactions scope Markers show transactions from all wallets.

Favorites

Price History (1Y)

Fundamental Properties

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Fwd: —

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Coping Diary

Capture conviction before the market captures your confidence.