💰Family Investment Matrix
Research first. Track continuously.
One shared workspace for your family's shares and mutual funds — holdings, live values, gains, company research, watchlist, journal and news.
Every member, one matrix
See each family member's platforms, shares and funds — right down to the individual transaction.
Live valuation
Refresh market prices for shares and mutual fund NAVs, and see invested versus current value instantly.
Research desk
Score any listed company on quality, growth, valuation, technicals and risk before you commit money.
Manual or bulk entry
Add a transaction in seconds, or import a whole broker statement from a CSV file.
News that matters
Headlines filtered to the companies and funds your family actually owns.
Private and controlled
Mobile-number login. Only the family members your admin adds can create an account.
CREATED BY DG