Assets Plus
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Add challenge

What you paid (USD)

Add payout

Add day

Use a minus sign for a losing day. Enter the net result after commissions.

Add trade

Paste trades

In TradeSea, open Compass, then the Trades tab. Select the whole table, copy it, and paste it below. A CSV file's text works too.

Log a breach

Add balance

Income baseline

The take-home pay you can count on each month, after tax. Keep it conservative: your whole plan is built on this floor.

If tax is not taken off some of your income, like payouts or self-employed work, enter what you keep aside for it. It stays separate from your goals. Assets Plus does not calculate tax; a tax professional can tell you how much to keep.

Essentials

Bills, minimum debt payments and costs that come once in a while, like yearly insurance or car upkeep. Yearly and one-time costs are spread into a monthly amount to plan for.

NameHow oftenAmountPer monthActions

Add an essential

Plan this month

Enter what you actually took home this month. Your plan stays on your baseline: a good month is never assumed to repeat.

Add goal

Goal

DateAmountFromNotesActions

Buys

DateTypeQuantityPriceTotalProfitActions

Add more

Delete this?