Guides
Practical, tool-agnostic explanations of the parts of portfolio tracking people get wrong — dividends, DRIP, cost basis, multi-broker net worth, and why offline matters. Each one shows how Nudge Invest handles it.
How to track dividend income across brokers
Why dividends belong in the transaction log, how to record them, and how to read income per asset and per year.
Read the guide →How DRIP affects your cost basis
A reinvested dividend is income and a purchase. A worked example, the formula, and the mistake most spreadsheets make.
Read the guide →One net worth number across brokers, exchanges and wallets
How to consolidate holdings in different currencies and custodians without a cloud aggregator — including CSV import.
Read the guide →What an offline-first portfolio tracker is, and why it matters
The threat model behind account-based trackers, what “offline-first” actually guarantees, and the trade-offs.
Read the guide →Track your portfolio privately
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