Weighted average cost
Purchase fees are added to cost. Sale fees are deducted from net sale proceeds. This analytical cost is not a tax basis.
No membership, stored on your device
Track your fund portfolio yourself.
Record your purchases and sales, then review current value, weighted average cost, and profit or loss in one place. Transactions, quantities, and costs are stored only in this browser—not in your MetriLume account.
No membership requiredTransactions and amounts stay on this deviceAlways noindex
Reading portfolios on this device…
Calculation boundary
What each figure means is clear.
Daily progress
Progress starts with daily price snapshots saved on this device; no historical estimates are generated. Up to 370 days are retained.
Privacy and backup
Your transactions, quantities, and costs are not sent to the server; only fund codes are queried to retrieve current prices. Clearing browser data or changing devices may erase your records.