Personal portfolio log

Investment portfolio tracking

Balances and allocations recorded as personal tracking, not financial advice or trading recommendations.

Allocations and method

What I record and how

I log each account balance and the current split across asset groups in one personal ledger. Entries show what I hold, not what I expect to earn.

Every update notes the date, the balance, and any contribution or withdrawal. Nothing on this page constitutes financial advice or trading recommendations; it is a record of my own accounts.

Monthly review

How I keep the ledger current

1. Review balances

I check each account balance once a month and record the figures as they stand.

2. Compare allocation

I compare the current split against my own target mix and note any drift.

3. Sync with budget

I reconcile contributions with my personal budget so savings progress stays visible.