Pennies
Pennies is a private log of your own investment orders, and the portfolio worked out from that log. It is a record you keep. It is not a broker, and it is not financial advice.
Nothing here appears in cheat search, and there is no revision history to open.
What you can log
| Kind | What you can record |
|---|---|
| Instruments | Crypto, stocks, ETFs, bonds, commodities, and CFDs |
| Trades | Buy and sell. A market order counts as soon as you save it. A limit order stays pending, out of the portfolio, until you mark it filled |
| Crypto movements | Stake, unstake, and reward. Stake and unstake move units you already hold between liquid and staked. A reward is units the staking product paid out. Staking actions are crypto only |
An order records the asset, the quantity, the price per unit, the currency, and the day. Fees can be recorded on the order. Void removes an order. On a pending limit order that is a cancel. Voided orders leave the portfolio.
A buy and a stake can be logged together when you stake the units you just bought. That is two orders, and on Free both have to fit under the cap or neither is saved.
The summary
The portfolio and the profit estimator are built from filled orders. Filters narrow it by tax year, instrument, asset, and currency.
Base currency. Set it on your profile, under User. Mixed currencies can then be shown as one figure, where a published exchange rate exists. A currency with no published rate stays in its own currency. It is still listed. It is just never converted.
Tax year. Boundaries follow the country on your profile. The UK's year starts on 6 April. A country with no special rule uses 1 January.
Prices. Live crypto prices fill in when a price service is configured for the site. You can always type a current price. Stake and unstake do not take a trade price. Everything else falls back to the current price you enter when no live price is available.
On this page only
These stay in the browser, on purpose.
- Importing orders from a file.
- Recording a hand-counted balance, for when the log and what you actually hold have drifted.
- Price alerts.
From an assistant
search_pennies and get_penny_summary read. add_penny, update_penny, fill_penny, and void_penny write. Writing needs Pro.
A ticker or short name allows letters, digits, spaces, and + & * % # . : ; -, and it is short. A value over the limit is refused rather than cut down.
Plans
Free can keep 5 live orders. Pro removes the cap. See Plans.
Caution. With offline mode on, Pennies is stored unencrypted on that device so it can open without a connection. Signing out deletes the copy. Leave offline off on a machine you do not control.