Portfolio analysis platform
A trading journal
built for performance
Moula gives you a structured trading journal that centralizes every trade and automates portfolio analytics. Analyze performance, use snappy advanced filters, and review your edge, without broker lock-in or spreadsheet chaos.
Free to start. No credit card required.
For traders done fighting their spreadsheet
As trade volume grows, spreadsheets become fragile. Formulas break, files slow down, performance tracking becomes unreliable. Moula replaces ad-hoc sheets with a structured journal connected to automated portfolio analytics.
| The spreadsheet way |  | |
|---|---|---|
| Formulas and calculations | × Manual formulas for cost basis and P&L that break when you edit or add rows. | Cost basis, unrealized and realized profit, and ROI calculated automatically. Your portfolio derives from your logged trades. |
| Quotes and scalability | × GOOGLEFINANCE and add-ons slow down or break as the file grows. | The app fetches and stores quotes. No formula limits, no slowdown as your data grows. |
| Errors and validation | × Typos, wrong references, broken formulas. All easy to miss. | Ticker validation on CSV import. Structured data. Edit or delete, and your portfolio recalculates instantly. |
Every trade in one place
Log buys and sells in seconds
Portfolio at a glance
Holdings and aggregate history
Centralize your trades from one or multiple brokers in one place. Search by symbol, name, or institution. Filter by date range. Sort by date, quantity, price, or net amount. Your journal stays clean and structured.
Add transactions easily form anywhere in the app including price charts, or using a bulk CSV import. Edit or delete, and your portfolio recalculates instantly.
Open value, cost basis, unrealized and realized profit, ROI per holding. Toggle metrics on or off. Your portfolio derives automatically from every trade you log.
See how your positions evolved over time. Holdings history and aggregate performance charts. Review your edge, spot patterns, and understand what's working, without broker lock-in or spreadsheet chaos.
Log faster, with less friction
Search & filter
Search by symbol, name, or institution. Filter by date range, including all-time. Find any trade in seconds.
Date range picker
Slice your history by any period. Tax season? Pull last year. Reviewing Q3? One click.
CSV bulk upload
Upload a CSV. We validate tickers against real listings, then import in one go. Template included.
Edit & delete
Fix typos or wrong quantities in place. Remove duplicates with one click. Your portfolio recalculates automatically.
Institution tracking
Tag each trade with your broker or account. See which institution you used for every buy and sell.
Sort by anything
Sort by date, symbol, quantity, price, fee, or net amount.
Your journal feeds your portfolio
Every trade you log updates your portfolio automatically. Cost basis, realized and unrealized P&L, and ROI, all derived from a single structured record. One source of truth. No duplication. No reconciliation.
Portfolio overview
Open value, cost, unrealized and realized profit, ROI per holding. Toggle metrics on or off.
History views
Holdings history and aggregate performance over time.
Frequently asked questions
Ready to leave the spreadsheet behind?
Start with 10 favorites free. Add your trades and watch your portfolio come to life. No broker connection, no credit card.