Features of All My Capital in Alpha Version.

Current Features

Track the value of each asset

You can add an unlimited number of assets. At this stage, there is no synchronization between a bank account or a cryptocurrency service and your All My Capital account. Adding assets is done manually but quickly (it only takes a few seconds to add a new one).

An asset is composed of one or more transactions (purchase/sale) and can be of two types:

• Automatic assets: Their value is automatically updated using a regularly enriched database.
• Manual assets: For categories not yet covered by the automatic database (real estate, precious metals, artwork, etc.). You can set their price yourself to complete your portfolio.

Here are the automatic assets currently available. More will be added regularly:

(USD, EUR, GBP, CHF, CAD, …)

(Bitcoin, Ethereum, XRP, BNB, …)

(Apple, Nvidia, Amazon, LVMH, …)

Detailed transaction management

Each asset can include one or more transactions, allowing you to precisely track:

• Purchases and sales
• Transaction prices, associated fees, and the currencies used

Your portfolio value is calculated in real-time based on all this information.

Customizable labels

Each transaction can be enriched with a personalized label that you can use as you wish.
Example: Indicating the reason for the purchase, the storage location, or the asset’s location.

These labels allow you to classify and organize your assets according to your specific needs.

Asset tracking and organization

Your assets are sorted in two ways:

• By category: Cryptocurrencies, currencies, stocks, etc.
• Global view: A table summarizes your assets (by name), showing their quantity, total value, unit value, and category.

Everything is fully editable: You can modify or delete your assets and transactions at any time.

Upcoming Features

Many features are planned in my “technology roadmap,” such as:

• New automatic assets
• Importing transactions and assets from a CSV file
• Comparing the value of assets and the portfolio at D+1, D+7, and D+30
• Return on investment calculations
• Graphs showing the evolution of asset and portfolio values over time
• iOS/Android smartphone and tablet app
• macOS and Windows app

Other features will be added to this program as you use the platform and share your feedback. Feel free to participate through your portfolio management space!