Core Capabilities

• What-If Simulator — See how a trade changes your allocation before you place it.
• Rebalance Planner — Spot allocation drift and get actionable next steps to realign with your targets.
• Stress Testing — Pressure-test your portfolio against downside scenarios before they happen.
• AI Briefings — Weekly plain-English commentary on what moved, what's risky, and what deserves attention.
• Multi-Asset Tracking — Stocks, ETFs, crypto, gold, cash, property, and liabilities in one consolidated view.
• PDF Reports — Client-ready briefings generated from live portfolio data.

How It Works

1. Sign up in 60 seconds — No credit card. Full Pro access from day one.
2. Add your holdings — Import from a spreadsheet or add manually. See your full portfolio in minutes.
3. Decide at day 30 — Keep basic tracking free forever, or stay on Pro for AI insights and the full decision toolkit.

Pricing

• Free — 2 portfolios, 25 holdings, basic market data, performance tracking. Free forever.
• Pro — $4.99/month ($49.99/year, save 17%) — Unlimited portfolios and holdings, AI insights, What-If, rebalancing, stress testing, custom benchmarks, data exports, priority support.
• Enterprise — $49.99/month ($499/year) — Everything in Pro plus multi-user access, team collaboration, API access, white-label reports, dedicated account manager.

Frequently Asked Questions

What asset types does LedgerTouch support?

Stocks, ETFs, mutual funds, crypto, gold, cash, property, and liabilities — all in one dashboard.

Is my portfolio data secure?

Yes. Firebase Auth, encrypted at rest, no third-party data selling. Your portfolio data stays private.

What happens after the 30-day trial?

Basic tracking continues free forever. Pro features (AI insights, unlimited holdings, exports) require a $4.99/month subscription.