NextMoveAI Wealth Lab

Track your investments. Know your next move.

Investment GPS helps you organize what you own, monitor your progress, measure diversification, and see how your investments fit into your larger financial picture.

✓ Manual portfolio tracking ✓ Data saved on this device ✓ No account connection required
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Investment Readiness Score
Add your investments and financial foundation information to calculate your score.

Your portfolio overview

See the current value of your investments, your total contributions, and your overall gain or loss.

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Portfolio value
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Current estimated value
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Total invested
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Based on average cost
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Total gain or loss
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0.00% return
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Monthly investing
$0
Planned monthly contributions

Add an investment

Enter each holding manually. Current prices can be updated whenever you want to refresh your portfolio.

New investment

Enter zero or leave optional fields blank when they do not apply.

My investments

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No investments added yet

Add your first stock, ETF, retirement account, cryptocurrency, bond, or cash investment using the form above.

Investment Type Shares Average cost Current price Invested Current value Gain / Loss Weight Actions

Your investment foundation

Investment progress is stronger when savings, consistency, goals, and risk awareness work together.

Enter how many months of expenses your emergency savings covers.
Count the months you have consistently contributed.
This does not change your returns. It helps explain concentration.
Your timeframe can affect how much volatility you can tolerate.

Understand your portfolio

See how your money is allocated and which areas contribute to your Investment Readiness Score.

Portfolio allocation

Based on each investment’s current value.

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Portfolio check

Add investments to see your allocation and concentration.

Readiness score breakdown

This measures investing habits and financial preparation—not future market performance.

Contribution consistency 0%
Diversification 0%
Concentration awareness 0%
Emergency protection 0%
Goal progress 0%
Your next move

Add your information to receive a general educational next step.

Investment goal

Set a target and measure how much of your goal your current portfolio has reached.

Set your goal

You can update this goal at any time.

Your investment goal

No target date selected

$0 of $0
0% complete $0 remaining
Current portfolio $0
Monthly investing $0
Target status Not set

Wealth projection

Explore hypothetical growth using your current portfolio, contributions, timeframe, and adjustable annual return.

Adjust your scenario

These numbers are educational illustrations only.

Monthly contribution $0
Estimated annual return 7%
Projection timeframe 10 years
Contributions $0
Estimated growth $0
Projected value $0

Projected portfolio path

The chart assumes consistent monthly contributions and a steady hypothetical return.

Monthly investing streak

Tap a month after you make an investment contribution. Each completed month lights up.

Your Investment GPS data

Export your holdings or clear the tracker from this browser.

Educational guidance only: Investment GPS is designed for organization, education, and general financial awareness. It does not provide personalized investment, tax, legal, or trading advice. Market values and projections may be inaccurate, delayed, or hypothetical. Investment returns are not guaranteed, and investments can lose value. Consider speaking with a qualified financial professional before making important financial decisions.