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Your personal gain tracker

GainSweep

Live portfolio

Connect in Settings for market prices.

YOUR STRATEGY, AT A GLANCE

Your portfolio

Available to skim

Before taxes

$0.00

Add your first manual lot to start tracking gains.

Investment target $0.00
Holdings value $0.00
Above / below target $0.00
Paid toward debt $0.00

Tracking only. Capital can fall below your target. Prices are not Uphold sale quotes.

THE BIG PICTURE

Your allocation

Your tracked assetsNo holdings yetAdd your first purchase to see your allocation.
Background alerts

Off on this device.

PURCHASE ENTRY

Add manual lot

Cost per coin: enter cost and coins.

PURCHASES & COST BASIS

Your assets

Tracked lots

Only these manual entries count. Existing Uphold holdings stay outside the strategy.

FROM GAINS TO PROGRESS

Plan your next skim

How much should I sell?

For the optional price, divide the preview's net cash by coins sold. Otherwise the calculator uses the market price less your fee estimate.

No sale estimate yet.

Record completed sale

Enter actual Uphold results. A sale reduces tracked coins even when sold at a loss. Nothing is traded here.

Unsold coins stay invested. Net proceeds not sent to debt stay in the tracked cash ledger. Record later debt or tax payments in Cash.

Skim history

Keep trade confirmations for taxes. This manual ledger is not a tax report for your whole Uphold account.

AFTER THE SALE

Your cash, accounted for

Cash is tracked, not held by this app. A tax payment funded by selling seed money does not lower your investment target.

Record cash movement

Cash history

THE NUMBERS THAT MATTER

Strategy review

Performance, excluding contributions

Profit = holdings + remaining cash + money paid out - external contributions. This is dollar performance, not an annualized or time-weighted return.

Cost per coin

Reconcile tracked coins

Use your selected Uphold purchases minus sales. Do not enter the full Uphold balance if it includes older, excluded holdings. A check never changes coins.

Change history

Latest 1,000 changes on this portfolio. Older server snapshots can contain earlier history.

MAKE IT YOURS

Settings & safety

Try it first

An isolated portfolio for exploring every workflow.

Connect this device

Use the installer key, not your Uphold password. Connected devices automatically back up entries to your private server, even with alerts off.

Settings

Set your own estimate. Zero reserves nothing. Applied to net tracked realized gains, not all sale proceeds. This is not your final tax liability or Uphold's tax-lot accounting.

Downside checks include holdings plus tracked cash. Tax payments and other money taken out can also leave you below the original target.

On iPhone, add to Home Screen and open that app before enabling notifications. Your server checks every five minutes by default. Delivery can be delayed by connectivity or notification settings.

That cha-ching moment

A sound for incoming skim alerts while this app is open.

Off. Closed-app notifications use the iPhone's system sound, subject to Silent and Focus settings.

The watcher uses your latest uploaded entries, not Uphold holdings. Open this app online at least weekly; alerts pause after seven days without an upload.

Alert health

Connect to check the server.

Provider acceptance is not proof of delivery. If the server is down, it cannot alert you about its own outage. Thresholds rearm below 90% of the trigger, with a one-hour cooldown per alert type.

Automatic backups & recovery

No server backup yet.

Up to 50 versions across 12 devices, preserving each device's latest copy. Restore is explicit; devices do not automatically merge entries. Keep a downloaded backup too: server backups do not survive loss of the server disk.