I have this much to invest. What do I buy?
Cola keeps track of your target allocations and works out where the next deposit goes. It's a rebalancing tool for buy-and-holders, with recommendations that help you avoid capital gains tax and sell-side fees.
Six screens. Use the arrow keys to move through them.
Six screens. Swipe up to move through them.
Screen 2 · the tree
Group holdings to map your allocation.
Each group has a target you set. What a group means is yours to decide: regions, industries, asset classes. Check out three different portfolios below and how they use groups to encode their strategies.
Each group has a target you set. What a group means is yours to decide. Here are three portfolios, each with its own strategy.
Screen 3 · the plan
Simulate investment day
Try it. Type an amount, press ←/→ to set how many orders you want to place, and Cola works out what to buy and how much of each.
Try it. Type an amount, drag the slider to limit the number of orders, and Cola works out what to buy and how much of each.
Screen 4 · the run
Every line is a buy
Cola helps you correct drift by feeding the holdings that lag behind.
You place the orders yourself. Cola works out what to buy and how much, and you go to your broker to finish the job.
Each plan is worked out from today's prices at the moment you ask, so there is nothing to file or keep up to date.
Screen 5 · the keys
Keyboard first.
The palette. Every command lives here
⌘BPlan your next purchase
BRecord a purchase you already made
SRecord a sale
⌘GGroup selection
⇧⌘CRead the whole portfolio in another currency
⇧⌘HHide values, keep percentages
Keyboard first, like a Mac app should be.
Prices are fetched from Yahoo and exchange rates from Frankfurter, so everything is always up to date. Your data stays on your Mac and can be exported at any time.