KEEP // TERMINAL
A local-first portfolio instrument for long-term investors.
Built for investors who think in decades, not days. Designed for clarity, structural discipline, and the calm that comes from knowing what you own.
Runs locally. No account required. Free demo included.
One view across every account.
See your full capital picture — brokerage, retirement, taxable — in one place.
Organize capital by role.
Core. Growth. Defensive. Speculative. Structure brings discipline.
Detect structural drift early.
Brokerage dashboards show performance. They don't show integrity.
KEEP makes portfolio structure visible — across accounts, roles, and time.
Sleeves
Organize capital by role — not by account. Assign each holding a purpose: core, growth, defensive, speculative. See your portfolio the way you actually think about it.
Drift Detection
Detect structural drift before it becomes risk. See when your actual allocation diverges from your intended structure — across every account.
Consolidation
Combine multiple brokerage accounts into one clean cockpit. Whether you have two accounts or ten, see your entire portfolio in one calm, unified view.
Local-first by design.
Your data stays on your machine.
Export anytime.
"Most portfolio tools optimize for activity. KEEP optimizes for structure. Capital compounds best when it's organized with intent."
— Mark Holton, Founder, Nora Foundry