Investments
A portfolio that shows its working.
Persfina keeps an honest ledger of your trades and values it at daily closes — realized and unrealized P&L, in each position's own currency, rolled up to one SGD figure you can trust.
How it works
Built like a ledger, read like a dashboard.
- A ledger, not a guess
- Every buy, sell, dividend, and deposit is one signed row. Cash balances are always derived from the ledger itself — there is no stored number that can drift out of sync.
- Average-cost P&L
- Holdings carry their average cost, so realized and unrealized profit are always separable — and always traceable back to the trades that produced them.
- Multi-currency, honestly converted
- Positions are tracked in their native currency and the headline total converts to SGD through cached daily FX rates. Anything unpriced shows a dash, never an estimate.
- Import or type, your choice
- Upload Webull SG statements through the same preview-then-confirm flow as bank statements, or enter trades by hand. Imported rows stay locked to their source so the ledger stays reconcilable.
See your whole portfolio in one place.
Import a broker statement or enter your first trade — the dashboard takes it from there.