InterBuckets
Organize your portfolio into investment buckets and monitor performance across accounts in one place.
This app will be released soon on the Apple App Store and Google Play.
Your portfolio records stay on your device.
InterBuckets stores portfolio records locally and does not send them to MuSquared’s servers.
Optional Apple or Google device backups may include app data, depending on your platform settings.
Read the privacy message shown in this screen
“Your data stays private. Your portfolios, accounts, holdings, activities, and tax assumptions stay on this device. We do not store your financial records in the cloud.”
Keep your broader plan in view. See market moves by bucket.
The overview compares bucket balances and performance with the total portfolio summary.
InterBuckets’ default four-bucket strategy draws on Harry Browne’s Permanent Portfolio (see refs. 1 and 2 below), which divides a portfolio among stocks, bonds, cash, and gold. You can also customize the default strategy to make it your own. Read the Permanent Portfolio guide for an introduction to the model and its history.
See account performance side by side in one view
Display each account’s balance, number of holdings, and intraday change alongside its selected-period performance.
Review one account’s performance, allocations, and holdings
The detail view shows how holdings are grouped within the account’s bucket allocation.
Review bucket performance and balance targets
See a bucket’s balance and selected-period money-weighted return, check its status against the target band, and review the holdings it contains.
Rough tax estimates based on assumptions and accounts properties
For planning only—not tax advice.
Want to learn more about long-term investment and find your own portfolio strategy?
Visit here
References
- Craig Rowland and J. M. Lawson, The Permanent Portfolio: Harry Browne’s Long-Term Investment Strategy (Wiley, 2012; excerpt).
- Harry Browne’s website