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Moment · Stock Portfolio

All your money.
One memory.

Every stock and every account in one private portfolio—with the history and reasoning that make the numbers useful.

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iPhoneNo adsNo subscription
MY PORTFOLIOLIVE
EVERY ACCOUNT$206,348.56+$1,284.30 today
AAPL20.35%$41,994
VOO18.42%$38,011
MSFT12.08%$24,932
44 more49.15%$101,411
SAMPLE JOURNAL · MAR 08

Why I bought

The launch changed the story. Hold while margins and retention keep improving.

Attached to AAPL
JUL 14 · REVIEW

Thesis intact.
Position too large.

trimmed to 17.4%

One place means one answer

Stop doing portfolio math in your head.

Brokerage, Roth IRA, traditional IRA, SEP IRA, 401(k), HSA—Moment combines the positions you enter into one clean total with gain, loss, and cost basis.

THE SAME PORTFOLIO

Turn it until the risk makes sense.

BY INDUSTRYTechnology42%

Healthcare 18% · Energy 9% · Other 31%

BY TAX TYPETax-advantaged61%

Roth · IRA · 401(k) · HSA · Brokerage

BY EXPOSURES&P 50054%

Index funds beside individual stocks

PORTFOLIO HISTORY$206,348.56
MAY 21
$181,204
WHAT I KNEW THEN

Earnings hurt the price, not the thesis.

Saved May 21

Drag through any past day.

The chart tells you what happened. Your journal tells you why.

Capture pros, cons, thesis, risks, catalysts, and every buy or sell decision. Revisit the entry with the portfolio around it—before hindsight rewrites the story.

Private by design

No brokerage passwords.
Ever.

Add positions manually. Your data lives on your iPhone first and syncs when you are online. Sign in with Apple; Moment never asks for a brokerage login.

MOMENT · PLAIN ANSWERS
Live prices?
Yes, during the trading day*
Works offline?
Yes
Brokerage login?
Never
Ads?
None
Subscription?
None
Price?
Free
*Quotes may be delayed. Moment does not place trades.
ONE CLEAN DASHBOARD · ONE HONEST RECORD

See what you own.
Remember why.

Download Moment free

Designed for iPhone · Requires iOS 18 or later