PLATE I / VIBrooklyn Brownstone
PanoramicaA sale of sixteen lots · 3 August 2026

A brownstone and 1,500 shares of NVIDIA, described to the same standard.

Most trackers model equities properly and treat everything else as a text field with a number beside it. This portfolio holds sixteen lots across nine kinds of asset, and every one of them is described the same way.

  • 16Lots in the sale
  • 9Listed in the schedule
  • 6Illustrated overleaf
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Free to 5 lots. USD 99.99 a year after that.

Plate I · Lot 01 · Property, New York

Lot one of sixteen01

Brooklyn Brownstone

Property, New York. Acquired 2021. Encumbered by a mortgage of USD 420,000 at 5.75%, carried separately against net worth.

Cost basisUSD 620,000
Present valuationUSD 850,000
Change+37.10%
Share of portfolio20.0%

Valued by you · flagged for updating at 90 days

Property carries a basis, a valuation, the date you last set it, and the debt against it. This one lot is 20.0% of everything; property as a class is 27.7%. It stays marked for updating until you touch it again.

Plate II · Lot 02 · Equity, NYSE JNJ

Lot two of sixteen02

Johnson & Johnson

Ordinary shares, New York Stock Exchange. Priced from the last close.

Cost basisUSD 320,000
Present valuationUSD 508,820
Change+59.01%
Share of portfolio12.0%

Last close · flagged for updating at 1 day

The one kind of lot every tracker handles. It is here to be compared against the others, on identical terms.

Plate III · Lot 03 · Metal, priced at spot

Lot three of sixteen03

Gold

Bullion, one hundred ounces, held and recorded by weight rather than as a cash figure.

Cost basisUSD 180,000
Present valuationUSD 406,057.50
Change+125.59%
Share of portfolio9.6%

Spot · flagged for updating at 1 day

Recorded by weight, not as a dollar figure you keep re-typing. The valuation moves on its own.

Plate IV · Lot 05 · Property, London

Lot five of sixteen05

Kensington Flat

Property, London. Held in sterling, reported in dollars at this morning's rate.

Present valuationGBP 325,000
Change+12.07%
Reported inUSD
Currencies supported34

Valued by you · flagged for updating at 90 days

The app separates the gain the asset earned from the gain the exchange rate handed you. They are not the same thing, and they are usually reported as though they were.

Plate V · Lot 06 · Equity, NASDAQ NVDA

Lot six of sixteen06

NVIDIA Corp.

Ordinary shares, NASDAQ. 1,500 units acquired 20 June 2024 at an average cost of USD 50.00.

Cost basisUSD 75,000
Present valuationUSD 309,960
Change+313.28%
Lot methodFIFO

Last close · flagged for updating at 1 day

Cost basis is computed from the transactions themselves. First-in-first-out by default; last-in-first-out, highest-in-first-out and lots you pick yourself are all available, and the choice changes what you owe.

Plate VI · Lot 07 · Fixed income

Lot seven of sixteen07

US Treasury 10Y

Government note. The only lot on the schedule that is down.

Cost basisUSD 295,500
Present valuationUSD 294,000
Change−0.51%
Share of portfolio6.9%

Valued by you · flagged for updating at 30 days

A bond is allowed thirty days before the app calls its price stale. A share is allowed one. Treating them identically would be tidier and less true.

The schedule

Nine largest of sixteen

In a stocks-only tracker, five of these nine do not exist and the four that do all look alike. That is the argument, and it is why this page is a list of unlike things rather than a grid of features.

LotDescriptionClassValuationChange
01Brooklyn BrownstonePropertyUSD 850,000+37.10%
02Johnson & JohnsonEquityUSD 508,820+59.01%
03GoldMetalUSD 406,057.50+125.59%
04Microsoft Corp.EquityUSD 390,120+74.16%
05Kensington FlatPropertyGBP 325,000+12.07%
06NVIDIA Corp.EquityUSD 309,960+313.28%
07US Treasury 10YFixed incomeUSD 294,000−0.51%
08Apple Inc.EquityUSD 273,078+102.28%
09BitcoinCryptoUSD 222,834.50+81.91%
10–16Seven further lots, not listedFund, bond, crypto, cash, other, derivative
Total, all sixteen lots · valued 3 August 2026USD 4,245,470.00+46.90%

The viewing

See it working before you pay for it.

Every capability sits on a real screen holding this portfolio's real numbers. Run down the index; the plate follows.

The Add Asset sheet, step one of three: a grid of nine asset classes — stock, crypto, cash, metal, fund, bond, property, derivative and other.
Plate · Adding a holdingShares, funds, bonds, cash, metals, property, crypto, derivatives, and a catch-all for the rest. Every one gets its own fields.

What it holds

How a price arrives

What it measures

What it tells you

What it watches you doing

How holdings get in

Where it keeps them

Paid marks what needs Pro · everything else is free

Free

USD 0

5 holdings, 1 portfolio, and both measures of return. No card, and no expiry on it.

Pro

USD 99.99 A YEAR

Or 12.99 a month. Unlimited holdings, everything marked Paid above, and the written analysis. One percent of this portfolio would be USD 42,455 a year.

Where it stops

It works out taxable gains for the US, the UK, Australia and Canada. It holds no rate tables, files nothing, and will not tell you what you owe.

Encryption on disk is native only — the browser version does not have it. iPhone and iPad; there is no Android build.

Join the waitlist

Free to 5 lots · USD 99.99 a year, or 12.99 a month.

Registration

The build is running. The listing is not up yet.

Every plate on this page was read off a working build. Panoramica reaches the App Store shortly. Leave an address and you get one email, on the day it does.