About Atlas

A personal portfolio tracking tool for organizing your investments

What This Tool Is

Atlas is a personal organizational tool designed to help you:

  • Track your investment holdings in one place
  • Organize assets into categories and subcategories
  • View your portfolio allocation at a glance
  • Monitor total portfolio value across currencies
  • Keep records of your investments for personal reference

What This Tool Is NOT

Atlas does NOT:

  • Provide financial, investment, or tax advice
  • Recommend specific investments or strategies
  • Guarantee accuracy of market data or calculations
  • Predict future performance or returns
  • Replace professional financial advisors
  • Execute trades or manage investments on your behalf

How to Use This Tool Responsibly

1. For Tracking Only

Use this tool to organize and track your existing investments. It's a digital ledger, not an advisor.

2. Verify Data

Always verify market prices and portfolio values with your brokerage statements. Data may be delayed or inaccurate.

3. Do Your Research

Before making any investment decisions, conduct thorough research and consult with qualified financial professionals.

4. Understand Risks

All investments carry risk. Make sure you understand the risks associated with your investments and only invest what you can afford to lose.

Market Data

Market prices are sourced from third-party providers. This data is provided "as is" for informational purposes only. Prices may be delayed, inaccurate, or unavailable. Do not rely on this data for trading or time-sensitive investment decisions.

Privacy & Data

When you create an account, your portfolio data is stored securely in Supabase. We do not sell your data or use it for any purpose other than providing the tracking service. For more details, see our Privacy Policy.

Open Source

This application is provided as-is without warranties of any kind. It is your responsibility to validate its functionality and accuracy for your use case.

Questions or Concerns?

If you have questions about using this tool responsibly or need clarification on its limitations, please review our full disclaimer. For financial advice, always consult with qualified professionals.