- Simple data entry for balances, cash flows, and annotations
- Portfolio metrics: peak balance, moving averages, total deposits and withdrawals
- Investment performance isolated from contributed capital
- Interactive charts with selectable timeframes
- Editable transaction records with CSV compatibility
- Full undo/redo
- Year-by-year TSX Composite index comparison
- AppleScript automation support
- Shortcuts and Siri integration (coming soon)
Balances
Track Your Investments. Know How You’re Really Doing.
Balances is a streamlined investment portfolio tracker for people who want to monitor their holdings over time without wrestling with spreadsheets. It keeps a historical record of your account balances and automatically turns them into clear, interactive charts.
Its defining trick: it separates growth because your investments performed well from growth because you simply added more money — so you always know how your portfolio is really doing.
Download
Free with a license key. Requires macOS 14.0 or later. Current version 1.4.
Features
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