From scattered to consolidated
Create portfolios for personal, retirement, or side investments, add assets, record transactions, and watch performance update from real data.
Multiple portfolios
Separate personal, retirement, and speculative portfolios with consolidated views.
Transparent calculations
Realized and unrealized gains, income, fees, and TWR/MWRR — all traceable to transactions.
Any asset type
Stocks, ETFs, real estate, private stakes, and custom alternatives in one ledger.
Upgrade to an LLC
Start personal and convert to an organization when you form an entity — no data lost.
Know your real returns
AbateInvestments never confuses a deposit with a profit or a withdrawal with a loss. Every metric is defined, and every figure traces back to the transactions that produced it.
- Time-weighted and money-weighted returns
- Realized vs. unrealized gains
- Income, fees, and expenses separated
- CSV and PDF export for your records
Personal portfolio
$782,150
▲ 12.42%Invested
$695,000
Realized
+$24,800
Unrealized
+$62,350
Income YTD
+$18,200
Illustrative DEMO data