Dashboard
Portfolio Performance
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Allocation Hover a slice
Top Movers Today
Recent Transactions
Welcome to TESI

Your portfolio,
understood.

Track your portfolio's exposure, strengths and weaknesses, with live prices, valuation and dividend forecasts, all private and all on your device. Add your first position to begin, or explore a sample portfolio to see everything in action.

Holdings
Analytics
Health Score
Valuation
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A note on fair value
Fair values shown here are model estimates built from public data. They are not investment advice, and never a recommendation to buy or sell anything. Investing is risky: estimates can be wrong, and prices can move against you. Every decision is yours alone, and TESI accepts no responsibility for losses that may result.
Distribution
By Sector
By Country
By Region
Asset Class
Dividend & Earnings Calendar
Earnings Ex-Dividend Pay Date
Upcoming Events
Dividend Tracker
Transactions
CSV Import Format: date, type (buy/sell), ticker, name, sector, country, shares, price, fees, notes. Dividend income is tracked automatically.
Date Type Ticker Name Shares Price Fees Total Notes
Watchlist
Settings
Portfolios
Keep separate portfolios for things like pension, trading or family. Each one has its own transactions, watchlist and settings. Click a portfolio to switch, and click the active one's name to rename it.
General
How values are displayed across every page.
Market Data —
Live prices, dividends and analyst targets. Prices refresh automatically every 5 minutes while this tab is open.
Source—
Last updated—
Tracked tickers—
Advanced · custom data backend
Optional. Point the app at your own Cloudflare Worker. Leave on default to use the built-in server proxy.
Data & Backup
Your portfolio saves itself automatically and stays in this browser, so it is still here when you come back. Use Export and Import to move it to another device or browser, to open it in a private window, or to keep a safe backup, since clearing your browsing data erases it.
Last backup—
Danger zone
About TESI
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Positions
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Transactions
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Watchlist
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Stored locally

TESI is a privacy-first portfolio platform. No account, no sign-in, no tracking, and your data is never uploaded, sold or shared with anyone. Everything you enter stays on this device, kept privately in your own browser, where only you can view, export or erase it.
Built with Chart.js and persisted locally in your browser's localStorage, so your portfolio never leaves your machine.

Made by Gabriel Cavadini.