Dumori — Portfolio Tracker

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Dumori is a portfolio tracking and allocation planning tool for people who invest on their own. Record what you actually hold, organise it into Groups, set the targets you want, and see the gap between where you are and where you want to be. THE CORE LOOP Actual → Target → Drift → Next Contribution → Stay on Track TRACK YOUR HOLDINGS • Record your real buys and sells — every holding, in its own currency • See your recorded value, day change and Group breakdown in one view • Review performance using time-weighted return, a measure designed to separate the effect of deposits and withdrawals ORGANISE WITH GROUPS • Build Groups that match how you invest (for example Tech, Index, Cash) • Move a holding between Groups at any time • See how your portfolio is allocated across those Groups SET YOUR OWN TARGETS • Give each Group a target weight • Lock the ones you don't want to move while you adjust the rest • Your targets are yours — every Dumori calculation uses them as its basis PLAN YOUR NEXT CONTRIBUTION Enter an amount and see how it could be allocated across your groups based on the targets you set. SEE THE GAP. REBALANCE YOUR WAY. See group-level amounts that would move your po

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