ToolsAsset Planner

Portfolio planning with real XIRR — built into Streakly.

Track categories, trades, auto-invest plans, and annualized returns — free after you bind email, synced across devices.

Guest mode cannot use Asset Planner. Bind your email to unlock — free tier includes 5 projects & 2 DCA plans.

资产规划与年化收益追踪

Streakly Workshop

Sample UI

总资产市值

1,284,560.00

12 个项目

总投入

980,000.00

RMB

总盈亏

+304,560.00

总年化 XIRR

8.42%

资产大类概览

股票 / ETF42.3%XIRR 12.1%

基金定投28.6%XIRR 9.8%

现金 / 货基18.2%—

其他10.9%XIRR 6.4%

多币种定投计划历史快照

Private account, secure sync

✓Portfolio data is saved to your private Streakly account, visible only to you, and syncs across devices.
✓Row-level security keeps your data isolated; we use it only for your personal tracking and sync — never shared.
✓Export JSON anytime as an extra backup.

A finance tool in Streakly Workshop

Asset Planner lives in Streakly Workshop, tied to the same account: your data stays in your private account, accessible only to you, and syncs across devices.

True XIRR across categories

Roll up stocks, funds, cash, and alternatives by asset class. Per-project XIRR in native currency and RMB-equivalent.

Multi-currency & auto-invest

CNY, USD, EUR, and more. Set weekday DCA schedules; the tool generates split transactions automatically.

Snapshots over time

Capture portfolio snapshots on any date and compare how allocation evolved.

Export / import JSON

Your backup is a plain JSON file. Move machines or restore after clearing cache — no vendor lock-in.

Frequently asked

›Does Streakly see my portfolio?

No. Other users cannot see your holdings; account permissions ensure only you can access your data.

›Can I use it on multiple devices?

Sign in with the same Streakly account on each device — data syncs automatically. You can also export JSON as an extra backup.

›Do I need to buy it separately?

No separate purchase. Bind your email to create a Streakly account, then open Asset Planner from Workshop → Asset planner.

›What are the Guest, Free vs Backer limits?

Guest (no email): Asset Planner unavailable. Free (registered): up to 5 projects and 2 auto-invest plans. Streakly Backer: unlimited projects and plans.