Understand your perspective.
How to use the information in this workspace.
Research and education
Informedecisions provides market research, educational calculators, news links, and a manual investment tracker. Content is not personalised financial, tax, or legal advice. It does not offer brokerage services or execute trades.
Market data and samples
Quotes are provided by Yahoo Finance and may be delayed, stale, incomplete, or unavailable. Last trade timestamps accompany provider quotes. Illustrative sample quotes are explicitly labelled and are not current market values. A portfolio containing sample quotes is not a reliable current valuation. Check a licensed provider before making investment decisions.
Portfolio calculations
Portfolio value is quantity times the latest available quote. Daily P&L uses the previous trading close; total P&L uses your recorded purchase cost. Fees, taxes, dividends, corporate actions, and broker reconciliation are not included. You are responsible for keeping quantities and costs accurate, including after splits and other corporate actions.
Your workspace data
Guest holdings and watchlists are stored in your browser on this device. Account workspaces are stored in the configured MongoDB database and accessed through a verified session. Guest and account data are separate. This app does not connect to a broker or import bank account information.
News and external sources
News headlines are retrieved from Google News RSS. External publishers are responsible for their articles. Headlines are not independently verified by this app. Read the source article and official releases for full context.
Planning assumptions
Investment and cash flow projections depend on the assumptions you enter. They do not guarantee returns or account for all taxes, inflation, fees, or risks. Historical and sample figures do not predict future performance.