Invest
ConceptSmart portfolio tracking with clear insights and control
Numka Invest is a personal investment tracker that gives you the full picture. All your assets in one place, with the clarity you need to make informed decisions — no broker dashboard required.
Your financial data should live where you control it. Self-hosted, open-source, and built to work with the assets you actually hold.
What is planned
- Multi-asset portfolio — stocks, bonds, ETFs, crypto, real estate
- Realised and unrealised P&L with cost-basis calculation
- Full transaction history with import from broker CSV exports
- Performance charts and benchmark comparisons
- Dividend and coupon income tracking
- Tax reporting helpers (FIFO / average cost)
- Multi-currency support with historical exchange rates
Numka Invest is on the roadmap. If personal portfolio tracking matters to you, follow the blog or reach out — your priority influences the order of development.