What is InvestScope?
InvestScope is a manual-first portfolio tracker designed for investors who want clear, cost-basis insight into their holdings without linking bank accounts or brokerage credentials. You enter your positions and transactions yourself — and InvestScope calculates your allocation, cost basis, and transaction summary automatically.
All data is stored locally in your browser — no account, no sign-up, no credentials required. Whether you hold stocks, ETFs, crypto, or cash, InvestScope organizes everything into one clean analytics dashboard with allocation breakdown by asset type and a full transaction history per portfolio.
Capabilities
Key Capabilities
Everything you need to understand your portfolio — without the noise.
Portfolio Management
Create and manage multiple portfolios, each with a custom name and base currency. Choose from 20 supported currencies to match how you actually invest.
Holdings Tracking
Add holdings per portfolio with ticker, name, asset type, quantity, average cost price, and currency. Keep a clear, structured record of every position you own.
Transaction Log
Record buy and sell transactions with date, quantity, price, and fees. Total value is calculated automatically so your history is always accurate.
Cost-Basis Analytics
See your total holdings count, total invested (cost basis), total transactions, and total fees paid — all in one clean analytics dashboard.
Allocation Breakdown
Understand your portfolio composition at a glance. View allocation by asset type with percentage-of-portfolio figures and a read-only holdings detail table.
Settings & Data Control
Review data summary counts across all your portfolios. Use the danger zone to clear all local data when you need a fresh start — no account deletion required.
Simple process
How it Works
Four steps from zero to full portfolio clarity.
Create a portfolio
Give your portfolio a name and pick a base currency from 20 supported options. No account or sign-up needed — everything lives in your browser.
Add your holdings
Enter each position with its ticker, asset type, quantity, and average cost price. InvestScope keeps a structured record of everything you own.
Log your transactions
Record buy and sell trades with date, quantity, price, and fees. Total value is calculated automatically and your history stays up to date.
View your analytics
Open the analytics dashboard to see your cost basis, total fees, allocation breakdown by asset type, and a full transaction summary — all in one place.
FAQ
Frequently Asked Questions
Everything you need to know about InvestScope.
Do you connect to banks or brokerages?
No — and that is by design. InvestScope is manual-first. You enter your holdings and transactions yourself. This means no OAuth tokens, no credentials stored, and no dependency on third-party data aggregators that can break without warning.
Is my portfolio data private?
Yes — your data is stored locally in your browser and never leaves your device. There is no account, no server-side storage, and no data sharing. You can clear everything at any time from the Settings page.
Can I track any type of investment?
Yes. You can track stocks, ETFs, mutual funds, bonds, crypto, real estate, and cash positions. If it has a ticker or a value, you can add it. Custom assets without a ticker are supported as manual entries.
Will I be able to compare against benchmarks?
Benchmark comparison is on the roadmap. The Analytics Layer will add SPY and QQQ as built-in benchmarks, with custom blended benchmarks (e.g., 60% SPY + 40% AGG) planned for a later release. This is not yet available in the current version.
Is InvestScope available now?
Yes — InvestScope is live. Open the app at invest.commonevo.com to create your first portfolio. The Foundation layer is fully available: portfolio management, holdings tracking, transaction log, allocation breakdown, and cost-basis analytics. Performance metrics, benchmarks, and export features are coming in subsequent releases.
Get started
Ready to analyze your portfolio?
InvestScope is live. Add your first portfolio in minutes — no bank linking, no brokerage credentials, no friction.