Several separate portfolios for different financial goals
You can create unlimited portfolios, for example a family savings fund, a long-term gold investment portfolio, or a short-term trading basket. A smooth switcher lets you move between these baskets in a fraction of a second.
Each portfolio has an item counter, total value in rials, realized and unrealized profit and loss, and a pie chart of the asset mix that gives you a complete view of how your risk is distributed.
- Support for unlimited portfolios with no limit on the number of records
- Manual assets kept separate from assets recorded from transaction history
- A visual chart of each asset group's share to keep your capital diversified
Custom categories with your own names and icons
Unlike traditional software that imposes a fixed structure, RealRate lets you create custom categories with your own names and icons. For example, create a category called "Dowry fund" or "Instantly liquid assets".
Assets move between categories easily by drag and drop on desktop or through a quick menu on mobile. If you delete a category, its assets are never lost; they move to the automatic "Other" category.
- Define, edit and reorder categories however you like
- Full drag-and-drop support with mouse, touch and keyboard
- Categories preserved in standard CSV import and export
Compare your purchase with alternative assets
A constant challenge for investors is answering this question: "If I had bought gold on the day I bought this stock or currency, where would I stand now?" RealRate offers a unique tool for comparing the opportunity you missed.
Alongside each asset's profit or loss in tomans, you can measure what return you would have today if the same budget had gone into another base asset, and by what percentage your choice performed better or worse.
- Comparative profit and loss against a base asset
- Secure portfolio sharing with a dedicated link and an optional password
- Privacy mode to hide cash values in public places