San Blas Advisory vs Ledger

San Blas Advisory Investor Portal gives you more time to live your life by making it easier to keep track of all your wealth while providing you with the information you need to know at your fingertips. See all your financial accounts and investments in one place at any time. Receive up to date performance information at the security, account, and portfolio level.

Finally, a home for your entire financial life. Ledger is the unified investment tracker built for modern investors who hold more than just stocks. From your brokerage to crypto, forex, real estate, private equity, collectibles, and cash, see your full portfolio, net worth, and performance in one beautiful dashboard. Stop juggling spreadsheets and multiple apps. Ledger gives you the big picture, so you can build wealth with clarity. WHY INVESTORS SWITCH TO LEDGER TRACK EVERYTHING, ANYWHERE Most apps only track what’s listed on the stock market. Ledger goes further: * Real-time prices: Stocks, ETFs, Cryptocurrencies, and Forex * Manual assets: Real Estate, Private Equity, Startups, Gold/Silver, Fine Art, Collectibles, and Cash * Fixed income: Bonds, CDs, and High-Yield Savings Accounts SEE YOUR TRUE NET WORTH * Unified dashboard: Your total net worth in one view * Smart allocation: Visualize by asset class, sector, and geography * Risk & exposure analysis: Spot concentration risks before they hurt returns * Dividends: Track income and portfolio yield (if you show yield) PERFORMANCE THAT MAKES SENSE * Portfolio performance across time * Benchmarking: Compare your real returns against market indices * Multi-currency support: Track assets in USD, CAD, EUR, GBP and more MASTER YOUR TAX-ADVANTAGED ACCOUNTS (Premium) Never over-contribute or miss a tax-saving opportunity again: * Contribution room tracker (automatic) * Savings goals: Know exactly how much to save monthly to max out by year-end * Supported accounts: * Canada: TFSA, RRSP, FHSA * USA: 401(k), Roth IRA, Traditional IRA * UK: ISA, LISA, Pension PRIVACY BY DEFAULT Your data is yours. Ledger is built to help you track wealth, not sell your data. Join the investors taking control of their total net worth. Download Ledger today. Disclaimer: Ledger is a tracking tool and does not provide financial advice. Terms of Use (EULA): https://giresskenne.github.io/ledger/terms.html Privacy: https://giresskenne.github.io/ledger/privacy.html