What changed in the underlying asset price.
A portfolio system built from the transaction up
About MoneDash
MoneDash turns scattered holdings, currencies, dates, fees, taxes, and income into one understandable record of what you own, what happened, and what it means now.
Why MoneDash exists
Your portfolio is more than today’s price.
Most portfolio tools begin and end with a symbol and a market quote. MoneDash begins with the actual transaction: what was purchased, when it happened, where it is held, which currency was used, what it cost, and what fees or taxes changed the result.
That record allows the application to connect owned and sold positions, multiple institutions, income, historical dates, and asset-specific calculations inside one portfolio model. It is not merely a watchlist. It is a history of financial decisions and their present-day consequences.
Market performance is only one part of the result.
A USD asset can rise while its value in your home currency falls—or the reverse. MoneDash treats that distinction as core portfolio information instead of hiding it inside one percentage.
What changed between purchase and reporting currencies.
What transaction costs removed from the result.
Dividends, coupons, interest, rent, and other cash flows.
MoneDash can show values in USD and in the user’s selected supported reporting currency. This is especially useful for investors outside the United States who hold U.S.-listed assets, USD accounts, or investments whose real purchasing power is measured elsewhere.
Different assets need different mathematics.
MoneDash does not force every holding into the same generic calculation. Each section preserves the information that matters to that asset while still contributing to one global portfolio view.
Stocks
Owned and sold lots, price and FX gain, YTD movement, fundamentals, fees, taxes, dividends, sectors, and allocation.
ETFs
Transaction-level holdings, fund pricing, allocations, fundamentals, sold history, fees, taxes, and currency effects.
Bonds
Coupon schedules, accrued interest, payment frequency, received and remaining payments, maturity, pricing, and FX behavior.
Crypto
Continuously traded positions, owned and sold history, USD pricing, exchange-rate effects, ranges, and available risk metrics.
Cash
Cash, funds, money markets, and CETES-style instruments with institution terms, dated balances, internal interest estimates, taxes, and fees.
Property
Mapped real estate, acquisition basis, dated valuations, rent and expenses, improvements, physical details, photographs, and sale history.
The calculation work happens behind the dashboard.
MoneDash is designed to reduce the private spreadsheets and repeated arithmetic normally required to reconcile several financial institutions.
- 01
Record
Add the portfolio, institution, transaction or property, date, quantity, price, currency, fees, taxes, and relevant asset details.
- 02
Calculate
Server-side services apply the formulas for the specific asset and return consistent leaf rows, grouped totals, and portfolio values.
- 03
Contextualize
Current and historical market observations, exchange rates, income, costs, and sold history are placed beside the original investment.
- 04
Understand
The dashboard combines every section into allocation, performance, current value, history, and a consolidated portfolio report.
Questions a broker screen rarely answers together.
How much did I really invest?
See initial capital together with acquisition costs, fees, taxes, and the currency used when the transaction occurred.
What is the portfolio worth now?
Combine positions from different institutions and asset classes in USD or the selected reporting currency.
Where did the gain or loss come from?
Distinguish asset-price movement from exchange-rate effects, income, transaction costs, and sold results.
What did the portfolio look like before?
Historical mode reconstructs applicable positions and available market dates instead of applying today’s portfolio to an old quote.
Where am I concentrated?
Review exposure by asset class, symbol, sector, institution, currency, and the allocation represented in the unified dashboard.
What changes if my assumptions change?
Simulations can test portfolio-wide or per-symbol scenarios without modifying the stored real transactions.
What makes it different
Personal accounting detail meets market context.
MoneDash connects the price information normally found in market apps with the institution, transaction, currency, tax treatment, income, and historical records usually left in private spreadsheets. That combination creates a more complete view than either source provides alone.
One organized financial picture
See MoneDash ProBring the scattered pieces of your portfolio into focus.
Explore the plan built for ongoing historical analysis, exports, simulations, earnings context, and larger portfolios.