See the whole portfolio
Bring together stocks, ETFs, coins, cash and pensions—then look at the accounts that matter right now.
Your wealth, in view
Everything you own.
One clear picture.
Ledger89 brings investments, pensions and property into a private dashboard designed for the way you actually build wealth.
Read-only by design. Your portfolio stays yours.
Coinbase
Trading 212
PlumInvestments, without the jugglingHoldings, pies, crypto and account history.
Property alongside your portfolioEquity, debt and valuation records in one place.
Built around privacyView-only provider connections and personal controls.
Made for the long term
A calmer way to follow your money.
Start with the accounts you already use. Ledger89 gives every part of your financial picture a clear place to live.
Track your assets
Keep property values, mortgages and equity beside your investments, not in another spreadsheet.
Choose your perspective
Filter the Basecamp graph by account, so a long-term pension never obscures the view you need.
Connections
Connect what you use now. Keep expanding from there.
Ledger89 only offers automatic refresh where a provider supports a direct, read-only connection. Everything else still has a clear place through statement imports and manual updates.
Available today
Choose the connection type that fits the account, then keep its latest value, history and actions in one view.
CoinbaseRead-only authorisation and account refreshAutomaticTrading 212Stocks, ETFs, Pies, cash and historyAutomaticPlum statement importsDated PDF/CSV history and latest valuesImport£Manual accounts & assetsPensions, investments, property and vehiclesManual
On the roadmap
Future providers are added when their connection can be made useful, reliable and read-only.
KrakenRead-only API connection planned.
Crypto.comStatement history, then Exchange read-only API where available.
Pensions and investment platformsHargreaves Lansdown, SJP and Scottish Widows are planned provider-authorised connections; availability will depend on the provider feed.
The Ledger
More than a balance. The detail behind it.
The Ledger turns your positions, activity and assets into something you can actually interrogate—not just a total on a dashboard.
Find the view you need
Filter by provider, account, asset type and date to focus on the part of the picture that matters.
Understand allocation
See stocks, ETFs, crypto and Pies alongside their constituents, performance and linked activity.
Include real-world assets
Keep property value, debt, equity and LTV next to your investments, with annual pension income kept separate.
Share or export
Use the standard share sheet or export a clean Excel ledger with quantities, values and source data.
Private by design
A view of your wealth—never control over it.
Ledger89 is built for visibility. Provider connections are read-only, and your data is tied to your own secure account across web and mobile.
✓Same Ledger89 account on web and mobile
✓Read-only portfolio connections
✓Personal theme and privacy preferences