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Invest

Concept

Smart portfolio tracking with clear insights and control

Numka Invest is a personal investment tracker that gives you the full picture. All your assets in one place, with the clarity you need to make informed decisions — no broker dashboard required.

Your financial data should live where you control it. Self-hosted, open-source, and built to work with the assets you actually hold.

What is planned

  • Multi-asset portfolio — stocks, bonds, ETFs, crypto, real estate
  • Realised and unrealised P&L with cost-basis calculation
  • Full transaction history with import from broker CSV exports
  • Performance charts and benchmark comparisons
  • Dividend and coupon income tracking
  • Tax reporting helpers (FIFO / average cost)
  • Multi-currency support with historical exchange rates

Numka Invest is on the roadmap. If personal portfolio tracking matters to you, follow the blog or reach out — your priority influences the order of development.