Record keeping for investment transactions by hand is so old. It shouldnt be necessary in the current age. Online trading and electronic share registries track your every move. But you just cant get away from the need to put it all together in a spreadsheet to bring it together. Its slow, unsatisfying, necessary, laborious and thoroughly boring!
It doesnt have to be…
Welcome to a place where a little data entry removes a lot of frustration, where the results yield a world of rich insight, where complex tax reporting becomes simple, and where clarity of the present underpins confidence in your future.
Welcome to My Treasure Trove.