Moment: Stock Portfolio

See your whole portfolio in one place — every stock, every account, one clean dashboard.

Moment is built for investors who hold positions across multiple accounts (brokerage, Roth, IRA, 401(k)) and want a single, private view of everything they own.

Why investors choose Moment:

• Multi-Account Dashboard — All your holdings in one view, with totals, gain/loss, and cost basis
• Interactive Chart — Press and drag the portfolio chart to see your value on any past day
• Live Prices — Quotes refresh automatically throughout the trading day
• Smart Breakdowns — See your money by industry (tech, healthcare, energy), by account tax type (Roth, IRA, brokerage), and by index exposure (S&P 500, Nasdaq, bonds vs. individual stocks)
• Accounts with Tax Types — Organize holdings into accounts labeled Roth IRA, SEP IRA, 401(k), HSA, and more
• Lot-Level Control — Edit share counts or remove individual lots whenever your positions change
• Stock Discovery — Search the full U.S. symbol directory instantly, even offline
• Research & Decision Journal — Capture pros and cons, your thesis, risks, catalysts, and a journal of every buy/sell decision and why you made it
• Private by Design — Sign in with Apple. Add positions manually. No brokerage logins, ever.
• Works Offline — Your data is stored on your device first and synced when you're online

Free. No ads. No subscriptions.

Prices may be delayed. Check with your brokerage before making trades.