What is included
More portfolio tools. Fewer barriers.
Market Minds gives self-directed users a clean record of their own investments, practical calculators and an easier way to organize portfolio information.
| Capability | Market Minds | General market pattern |
|---|---|---|
| Personal portfolio tracking | Core workspace | Availability and limits vary by provider |
| Public investor calculators | Open without sign-in | May be free, limited or part of a paid tier |
| Import-first recordkeeping | Core product focus | Support varies by provider and file format |
| Multiple broker/account labels | Combined view + account filters | Availability varies by provider |
| Shares + funds + gold + cash worth | One self-managed overview | Asset coverage varies by provider |
| Trade-planning calculator | Public manual mode | Planning tools may be free or premium elsewhere |
| Education & explainers | Public learning pages | May be free, paid or third-party depending on provider |
Market Minds is presented as self-directed tracking and recordkeeping software. It does not accept customer funds, execute trades, hold customer assets, manage investments on behalf of users, or provide personalized buy/sell recommendations.
How it works
Your records stay under your control.
Market Minds focuses on organization, calculations, education and user-controlled records. Manually updated values are shown with their date or source where available.
Import-first
Reduce repetitive typing by reviewing uploaded holdings or transaction files before records are committed.
Self-managed records
See holdings, cost, cash, dividends and account labels without Market Minds taking control of the user's assets.
Open planning tools
Calculators use values entered by the user and do not select investments on the user’s behalf.