About this app
See your whole portfolio in one place — every stock, every account, one clean dashboard. Moment is built for investors who hold positions across multiple accounts (brokerage, Roth, IRA, 401(k)) and want a single, private view of everything they own. Why investors choose Moment: - Multi-Account Dashboard — All your holdings in one view, with totals, gain/loss, and cost basis - Interactive Chart — Press and drag the portfolio chart to see your value on any past day - Live Prices — Quotes refresh automatically throughout the trading day - Smart Breakdowns — See your money by industry (tech, healthcare, energy), by account tax type (Roth, IRA, brokerage), and by index exposure (S&P 500, Nasdaq, bonds vs. individual stocks) - Accounts with Tax Types — Organize holdings into accounts labeled Roth IRA, SEP IRA, 401(k), HSA, and more - Lot-Level Control — Edit share counts or remove individual lots whenever your positions change - Stock Discovery — Search the full U.S. symbol directory instantly, even offline - Research & Decision Journal — Capture pros and cons, your thesis, risks, catalysts, and a journal of every buy/sell decision and why you made it - Private by Design — Sign in with Apple. Add positions manually. No brokerage logins, ever. - Works Offline — Your data is stored on your device first and synced when you're online Free. No ads. No subscriptions. Prices may be delayed. Check with your brokerage before making trades.
Latest release
What’s New
• The past-30-days and past-year figures now measure from the same day the chart does, so the two can no longer disagree about the same period. • A new installation always starts signed out. Previously, installing onto a device that had run Moment before could restore the earlier session. • Signing out now clears every local copy of your holdings. • Reliability improvements and minor fixes.
Audience growth
Ratings growth
Baseline captured. Growth appears after the crawler observes a changed rating count.
Momentum comes from crawler snapshots for the tracked storefront. “Viral growth signal” means unusually fast recent rating gains; it is an indicator, not download data.
Price tracking
Price intelligence
First snapshot captured. The trend line starts after the next crawler price observation.
- First observed Aug 15, 2026 · 2:06 PM Free
Screenshots
