Location & display settings Optional

Optional local assumptions

Use a location-based example, not a personal profile. Nothing here is required to use a calculator. Review the assumptions before applying them.

Country / territory

Household size for this example

Include rent in the example

Displaying USD. Choose a country to suggest its currency and review local assumptions. Existing calculator values are not changed automatically.

Example budget & local guidance

Territory currencies: Unicode CLDR, checked 2 November 2026. A currency override does not change the selected country's inflation or legal guidance.

Changing currency converts money amounts, not percentages, ages or shares.

Loading daily exchange rates…

Opening your calculator...

My browser notebook (0 saved)

Saving is optional and off for every new calculation. Use the consent checkbox and Save on this browser in a calculated result. This notebook survives reloads on this browser profile only; it is not an account backup or a cloud sync.

Restoring makes the saved inputs the tool's new starting scenario. Prices, source references and financial assumptions are not refreshed. Market currency display uses the current dated exchange rates; Irish payroll stays in EUR. JSON exports keep the original USD/EUR inputs unchanged. Clear browser site data also removes this notebook.

Reading browser storage...

Educational scenarios only, not personalized investment advice, trade instructions or predictions. Read the risk notice.

Financial calculatorsTrade story studio

Let your history tell the story.

Choose your yearly statements. We check the rows automatically; you explore the profits, losses, costs and patterns.

Private, on your device. Files are read in this browser—not uploaded to our server, sent to external AI, or saved automatically. Reloading or clearing this session removes the working review.

Your files and import settings

01 / Choose your files

Several years. One clearer picture.

Select yearly exports together, or add another year later. Use statements from the same account.

CSV, Excel (.xlsx) or text-based PDF. Up to 10 statement tables, 10 MiB per file and 50,000 rows in total. PDF extraction needs review; scanned PDFs need a CSV/Excel export.

Choose statements (you can select several)

How to prepare an export or use the template

Keep dates, actions, symbols, quantities, prices, currencies, realised results and fee columns. Bank notes, account numbers and personal identifiers are not needed. Blank P&L means unknown, not zero; use zero only for an explicitly reported break-even closure. The template uses fictional EXAMPLE shares and illustrative gross reported results. It can be opened in Excel, then saved as CSV or .xlsx. Never combine currency amounts without a verified FX basis.

Activity logs need buy/sell/cash actions. Closed-trade summaries need a closing date, reported P&L and its currency; opening dates are optional. Price/share and cash amounts are different. Fees should be positive charges and negative refunds. A funding Charge amount is not automatically a fee; aggregate total fees and itemised fee columns must not both be counted.