Track equities, bonds and dividends in one ledger, model CAGR and DRIP outcomes before you commit capital, and follow key developments across the Federal Reserve and Treasury markets.
See your equity, bond and cash weightings update the moment you log a trade.
Project reinvested dividends and compounding share counts year by year.
Plain-language notes on Treasury yields and Federal Reserve policy shifts.
Your ledger is stored on your own device. Nothing is sold to third parties.
Log holdings by ticker, shares and cost basis. SmartInvest calculates current value, portfolio weighting and estimated annual income automatically, and keeps everything saved locally in your browser.
Run CAGR, compound growth with recurring contributions, DRIP dividend reinvestment, and dividend yield calculations — each with clear, exportable numbers.
What the latest dot plot means for savers, borrowers and bond duration.
The Treasury curve, explained without the jargon.
A practical look at holding periods and after-tax returns.
Treasury yields, Fed commentary and portfolio ideas — one concise email, every Monday morning.