"Investor's assistant" is a set of functions that will help an ordinary investor to free himself from the routine of accounting and analysis and focus on the investment process itself.

The app can already help you calculate taxes on securities transactions at Interactive Brokers (IBKR) and Freedom Finance (FF). Just upload brokerage reports on transactions to the application, and the assistant will do the rest.
We are very careful with your personal data: not a single byte of your data is collected or sent anywhere, and all its processing is performed locally on your device.

A new function "Exchange rates" has appeared, where you can quickly and conveniently view data taken from the official resources of the central bank of your country of residence.

We've added an early version of the portfolio management feature (only cash and bonds so far).

To be continued...

PS: Please email us if you find an inaccuracy or if you have ideas for features that you would like to see in the Assistant. Together we will be able to create a really useful and convenient product.

Best regards,
Your Pi.