Answers, calmly organised

Tobailey is a portfolio intelligence platform for private investors. It helps you understand your portfolio, track progress and stay informed — without broker login or trade execution.

Demo is a ready-made, read-only experience with sample holdings. Personal trial is 14 days of Tobailey Complete with your own empty, editable account. After that you can subscribe to Complete or continue with Tobailey Free. Demo data never becomes your personal portfolio.

Open Portfolio and add an investment, cash or crypto. You can edit symbols, quantities and purchase details anytime.

Upload a CSV or Excel broker export. Review matches, then confirm. Nothing is saved until you approve. Tobailey never asks for broker passwords.

On Portfolio, use Add cash. Cash appears in holdings and feeds Cash intelligence on Analysis.

Tobailey supports live pricing for many listed European and US stocks, ETFs and ETCs, as well as selected major cryptocurrencies. Availability depends on the exchange, listing, trading pair and market-data provider. Holdings that are not currently supported can still be saved, but live prices, performance and portfolio valuation may be unavailable.

You can still save the holding. Tobailey will clearly show when live pricing is unavailable or when the instrument needs review. We continue to expand instrument and crypto support over time.

How your portfolio is doing today — value, latest move, holdings and calm links to deeper pages. Detail lives on History, Analysis and Your Review.

Why your portfolio is performing this way — performance, structure, income and exposure when you want more than the Dashboard conclusion.

A calm view of strengths, structure and resilience from available data. It is indicative — not a credit rating or performance prediction.

Set a target and optional timeline. Tobailey estimates progress from your portfolio and history. Goal status is an estimate from your inputs and available history — not a promise of outcomes.

How your portfolio developed over time — contributions, withdrawals and development — with Export portfolio (.xlsx) when you want the full workbook.

A short summary of what happened today, this week and this month. Monthly reviews can be saved in the app and optionally downloaded as PDF.

Available market signals linked to your holdings. The Dashboard shows a compact glance; the full page explores signals in more detail.

Today is compact. Weekly and Monthly are richer summaries using your history, contributions and goals. They summarise — they do not replace Analysis.

Completed monthly reviews can be saved so history stays stable even if your portfolio changes later.

Complete users can opt in to a weekly or monthly personal investment review email. Both are off by default. Demo accounts are never emailed.

Opt-in emails include a short personal review summary and a link to the full review in Tobailey. They are off by default.

Optional PDF download for weekly and monthly reviews in Tobailey. Emails link to that download and do not attach a PDF.

One click downloads one Excel workbook with organised sheets for holdings, recorded contributions, history and allocation. Weekly and monthly PDF reviews are a separate download.

Holdings, recorded contributions and withdrawals, sparse portfolio history, and canonical allocation. It is a data export, not the Weekly or Monthly PDF report.

Record activity in Portfolio History. Net contributions are kept separate from investment return.

Choose a portfolio base currency in Settings. Values convert for display; your broker remains the source of truth for execution.

Your portfolio data is always yours. Export it anytime. Contact support to request account deletion where needed.

Some prices are live, others delayed or previous-close. Tobailey labels freshness instead of pretending every quote is live.

The last official exchange close used when a live session price is not available.

Crypto venues and update times can differ from brokers. Treat displayed crypto values as monitoring estimates.

Refresh from Dashboard or Portfolio. Refresh is rate-limited; cached values stay visible if a refresh cannot complete.

Market prices and news come from third-party providers and may be incomplete or unavailable.

Demo lets you explore with sample data. It is read-oriented and clearly marked so it never mixes with a personal portfolio.

A 14-day Complete trial of your own account. Starts empty — add or import holdings yourself. After 14 days you can subscribe to Tobailey Complete (€5.99/month) or continue with Tobailey Free.

Tobailey has two plans: Free (€0) and Complete (€5.99/month). New eligible users start with a 14-day Complete trial, then subscribe to Complete or continue with Free. There are no ads. Automatic checkout is not live yet.

Manage base currency, reports and monthly review email opt-in in Settings. Preference saving does not require email delivery to be live yet.

Markets Today and stories relevant to your holdings. Context only — not trading instructions.

Curated viewpoints on macro, investing and technology. Optional context, not advice.

Themes and opportunities tailored to your portfolio when holdings are available.

Tobailey provides portfolio tracking, analysis and educational information. It does not provide personalised financial advice, and it does not tell you to buy, sell or hold investments.

No. Estimate, not a guarantee. Goals, scores and projections use your inputs and available history and may be inaccurate.

Prices, FX and news may be delayed or incomplete. Always verify critical figures with your broker before acting.

You decide what to do with the information. Seek a qualified professional when you need personal advice.

No. Tobailey is not a broker and never places, changes or cancels orders.

The sum of valued holdings in your portfolio base currency, using available prices.

Change in portfolio value after accounting for contributions and withdrawals where data allows.

Money you added minus money you withdrew — separate from investment return.

How much of the portfolio sits in a few positions.

Compact period scores on the Dashboard that summarise available daily and weekly signals. They are not financial advice.

Structural scores for concentration, diversification and related resilience signals from available data.

The last official exchange close used when a live session price is not available.

Tobailey provides portfolio tracking, analysis and educational information. It does not provide personalised financial advice, and it does not tell you to buy, sell or hold investments. Always verify critical figures with your broker and a qualified professional where needed.

Prices and news may be delayed, incomplete or unavailable. Displayed values are for monitoring and education, not for order placement.