Investments
All your investments, on one screen.
Don’t keep your gold in one place, your currencies in another and your stocks in a third app. Ceres keeps each asset in its own unit, values it at daily rates and shows your portfolio at a glance.
First full period free · No card required
How it works
- 01
Add an asset
Cash, currencies, gold, deposits, stocks or funds: enter the amount in the asset’s own unit.
- 02
Valued at daily rates
Currency and gold rates update every day, and the rate’s date is shown on screen.
- 03
Follow your portfolio
Total value, mix and profit or loss against your average cost on one screen.
The details
Purchase history
Every purchase’s date and price are kept, and your average cost is worked out for you.
Mix
See each asset’s share of the total and how it changes over time.
Market detail
Look at each asset’s price history on its own screen.
Tracking only
Ceres doesn’t buy or sell; it shows where your investments are and how they’re doing.
Questions, answered
Can I invest through Ceres?
No. Ceres helps you track your investments; it doesn’t trade and doesn’t give investment advice.
How is profit or loss worked out?
Against your average purchase cost; taxes and fees aren’t included.
Is it free?
Yes. Investment tracking is in the Free plan.
More features
All features →- Budget and goalsFixed costs and your savings goal come off first; the rest is split across the days. A car, a home, a trip: see when your goal comes true.See the feature →
- Period and year-end WrappedAt the end of every period, quarter and year your spending story is ready. Hide the amounts and share it in one tap.See the feature →
- Income and spending, by periodYour payday starts a new period. Income and spending land in it, and the budget left is recalculated with every entry.See the feature →