Origami

Start free
Portfolio intelligence

Every holding,
every brokerage,
one clear view.

Origami pulls in every transaction — automatically or by hand — and rolls them into one accurate position: true cost basis, splits applied, realized vs. unrealized, and the option premium your brokerage drops the moment a contract closes.

Connect a brokerageSee a live demo
Read-only & encrypted· 40+ brokerages · No card required
origami · dashboard
Portfolio Value
$9,819,310.56
Total P/L
$2,666,444.97
Day P/L
$5,775.11
+0.06%
P/L · 1 Month● realized vs unrealized
^GSPC7,435.98+0.71%
^IXIC26,060.32+1.36%
^VIX18.35-14.69%
Import

Get your whole portfolio in, two ways.

No matter where your assets live, Origami meets you there — sync automatically or enter everything by hand. You stay in control.

Automatic sync

Securely link 40+ brokerages through Plaid and let Origami pull your full transaction history — not just balances — on a schedule. Connections are read-only by design: Origami can see, but never trade.

  • Full transaction history, not just balances
  • Dividends & income captured
  • Stocks, bonds, options & preferreds
  • Dedupe review before anything commits

Manual & CSV import

Prefer to keep things offline, or hold something off-platform? Import a CSV straight from E*TRADE or Vanguard, add holdings by hand, or paste from a spreadsheet — including non-traded assets the brokerages don't track.

  • E*TRADE & Vanguard CSV import
  • Non-traded & private assets
  • Dedupe review before commit
  • Custom tags, labels & lots
Connects with
FidelityCharles SchwabVanguardE*TRADERobinhoodInteractive BrokersMerrillTD AmeritradeWebullTastytradeWealthfrontM1+ many more
Holdings

Every transaction, folded into one true position.

Origami applies FIFO cost basis across every buy and sell, re-applies stock splits retroactively, and rolls a tangle of transactions into a single accurate holding — expand any position to the lot, and read realized vs. unrealized side by side with a true IRR.

FIFO cost basisSplits appliedRealized vs unrealizedPer-lot detailIRR & yield
origami · holdings · stocks & bonds
SymbolTagsTypeDay P/LDiv RateQuantityPriceValueGain / LossTotal Return
AAPL
ROTH-K
Common Stock-$337.340.34%101$301.42$30,443.42+$8,212.61+36.94%
3/12/2021-$167.0050$15,071.00+$7,661.00+103.39%
7/28/2023-$103.5431$9,344.02+$1,563.02+20.09%
2/3/2025-$66.8020$6,028.40-$1,011.41-14.37%
SCHD
IRA-K
Exchange Traded Fund+$63.003.51%520$28.84$14,996.80+$2,841.20+23.37%
VWELX
TRUST
Open-End Mutual Fund+$25.201.94%290$48.32$14,012.80+$1,905.40+15.74%
ARCC
IRA-KDRM
Common Stock-$21.0010.21%210$21.40$4,494.00+$1,803.55+40.12%
PDI
IRA-CDRM
Closed-End Mutual Fund-$7.2013.42%480$18.76$9,004.80+$1,128.60+14.33%
NLY-F
IRA-C
Preferred Stock-$0.208.77%540$24.13$13,030.20-$391.00-2.67%
CCL 7.2 10/01/30
TRUST
Corporate Bond$0.007.20%22$998.50$21,967.00+$2,140.67+10.81%
Totals-$277.54$107,949.02+$17,641.03+19.53%
Options

Your brokerage forgets the premium you already banked. Origami doesn't.

Covered calls, cash-secured puts, and any multi-leg position are detected automatically. Every closed or rolled option's premium stays in the strategy's running P/L — so you see the real return, not just the open contract your brokerage shows.

Covered callsCash-secured putsMulti-leg & spreadsAuto-detected strategyRoll & compareAnnualized PA & downside
origami · holdings · options
StrategySymbolStrikeDTEMarkClosed Opt +/-Max $$PADown PTGain/Loss
Covered CallAAPL$310.0018$4.20+$1,240$2,84018.4%7.2%+$9,452
100 sh AAPL · basis $284.10
−1 Call $310 · 11/21 · mark $4.20
⟳ closed / rolled premium · 2 expired, 1 rolled+$1,240
Put WriteKO$58.0025$0.84+$310$42011.8%4.6%+$648
Multi-legMSFT$3.80+$180+$1,120
−1 Call $440 · 12/19 · mark $6.10
+1 Call $460 · 12/19 · mark $2.30
Totals+$1,730$3,260+$11,220
origami · compare roll · AAPL
Roll −1 Call $310 · 11/21mark $4.20
Roll toPADown PTNet
★$315 · 12/1919.8%6.4%+$240
$310 · 12/1917.2%7.1%+$185
$320 · 1/1616.1%5.2%+$95
$305 · 11/2114.5%8.0%−$40
net gain if rolled +$240downside protection 6.4%
Charts & aggregations

See the shape of your risk.

Aggregate by type, sector, rating, maturity, or any tag you invent — allocation, income, bond ratings, maturity ladders. Build the breakdowns you actually use and pin them to a dashboard.

Allocation by TypeValue
$9.8M
Bonds56.60%
Equity18.0%
Preferred12.0%
Options8.4%
Cash5.0%
Bond Ratings DistributionBy rating
AAAAAABBBBBBCCCNR
Maturity & Income SummaryValue
0-11-22-33-45-67-89-1010+
Everything in one place

Built for the way you actually track.

Every asset class

Stocks, bonds, preferreds, funds, and options — tracked side by side in one book.

Income & dividends

Track annual income, yield, and ex-dividend dates across the whole book.

True performance

Annualized IRR and realized vs. unrealized P/L on every position.

Closed positions

Realized P/L and historical stats, kept separate and clean.

Ideas & watchlists

Park research on stocks, bonds, options, and preferreds.

Read-only & private

Bank-level encryption. Origami never trades on your behalf.

Pricing

Start free. Pay only for what you track.

Every account starts with a 14-day free trial of everything — no card required. After that, pick the modules you actually use. Annual billing gets you two months free.

Basic

$6/ month
or $60/yr — 2 months free
  • Stocks, ETFs, funds & preferreds
  • Brokerage sync & CSV import
  • Income, dividends & charts
Start free

Basic + Options

$12/ month
or $120/yr — 2 months free
  • Everything in Basic
  • Options tracking & analysis
Start free

Basic + Bonds

$12/ month
or $120/yr — 2 months free
  • Everything in Basic
  • Bonds tracking & analysis
Start free

Complete

$16/ month
or $160/yr — 2 months free
  • Everything in Basic
  • Options tracking & analysis
  • Bonds tracking & analysis
  • Unlimited brokerage connections
Start free

Prices in USD. If you lapse, your data stays fully visible and exportable — read-only, never held hostage.

Bring your whole portfolio into focus.

Connect a brokerage in minutes — or start by hand. Free to begin, no card required.

Start freeSee a live demo