One portfolio workspace
Track taxable, retirement, and combined views without rebuilding the same spreadsheet every month.
Free portfolio tracker with decision memory
Track your portfolio. Remember your decisions.
Valar Invest helps long-term investors track holdings across accounts, review allocation, and preserve the reasoning behind buys, trims, exits, and rebalances.
No brokerage credentials required
Local-first by default
Optional Google Drive backup
Exportable portfolio memory
Portfolio pulse
$16.1k
+$105 · +0.66% versus cost basis
Demo preview
Investor level
Allocation Builder
52/100 score
Top holding
iShares 20+ Year Treasury Bond ETF
TLT · 52.8% of scope
Review freshness
Jul 7
2 accounts · 4 holdings
Decision memory
100%
Reasoning coverage
Growth path
Saved snapshots plus live prices
TLT
Review long-duration bond concentration.
Built for review, not noise
The tracker should make you a better investor.
Most tools show balances. Valar Invest also helps you preserve context, spot gaps, and come back to the portfolio with a repeatable review habit.
Allocation that stays readable
Review account mix, top holdings, cash-like positions, and growth using a cockpit built for repeat visits.
Decision memory
Capture why you bought, trimmed, exited, or rebalanced so future-you can review the real context.
Import, export, restore
Start manually, import brokerage CSVs, export a local JSON backup, or use Drive backup when signed in.
Trust model
Useful without asking for the keys.
No brokerage login
Valar Invest starts from manual entries, CSV imports, or a Valar backup file. Brokerage sync is not required.
You control backup
Data is local-first. Google Drive backup is optional and can be turned off for demo or playground workspaces.
Portable memory
Export a local JSON backup when you want a file you can keep, move, inspect, or restore later.
No advice promises
The product is for tracking, allocation review, and decision memory. It does not promise stock picks, predictions, or tax advice.
Who it is for
For investors who want their process to compound too.
DIY long-term investors
Spreadsheet portfolio trackers
People managing multiple brokerage and retirement accounts
Investors who want a calmer review habit
Start options
Start small. Keep the memory.
You can begin with one account, a demo workspace, a CSV import, or a restored backup. The goal is clarity before complexity.
Open the workspace
Use Valar Invest with your own accounts, imports, reasoning, and backup settings.
Open Valar InvestTry a demo first
Explore sample portfolio workspaces before using your own data. Demo mode keeps cloud backup off.
Explore demosBring your own backup
Restore a Valar portfolio JSON backup or import holdings after creating an account destination.
Import or restore