BankBook is powerful, but also easy to use. You can be up and running in a few short steps:
We don't need much for you to get up and running, just an email address and password to start.
Set up your Personal Assets/Liabilities and your Investment Assets. Import your data by hand, or upload a spreadsheet obtained from your bank's web portal (e.g. OFX).
For optimal results your BankBook data should match your real-world financial data as closely as possible.
We keep everything up to date by automatically applying scheduled payments. For example: monthly rent, credit card payments or stock dividends. And we use live market data to update the value of each of your holdings so you always know your Net Asset Value.
We provide you with sophisticated tools to measure and analyze the performance of your portfolio.
Return to BankBook to get updates on the positions you're watching and view your portfolio's updated status.
We'll let you know (via text or email) when milestones are hit, either in terms of portfolio return or market data activity.