Is Return Ledger free?

Return Ledger is listed as Free. Check https://returnledger.site for the current plan limits, as vendors change pricing frequently.

Return Ledger

Q: What is Return Ledger?

Return Ledger is a productivity AI tool listed on Use AI Tools. Return Ledger is a client-side portfolio tracker that logs contributions, withdrawals and valuation checkpoints, then computes time-weighted and money-weighted returns in the page. An AI feature reads a broker PDF and proposes the row, but nothing is added until you confirm.

Q: What is Return Ledger best for?

Return Ledger is commonly used for Tracking portfolio returns without an account, Importing broker statements with AI, Keeping financial data in the browser. It supports English.

Productivity🌱 Beginner✅ Global access

Tracking portfolio returns without an accountImporting broker statements with AIKeeping financial data in the browser

FreeEnglish

Return Ledger is a client-side portfolio tracker that logs contributions, withdrawals and valuation checkpoints, then computes time-weighted and money-weighted returns in the page. An AI feature reads a broker PDF and proposes the row, but nothing is added until you confirm.

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🎯 Real-World Use Cases

Compute returns in the browser

TWR and XIRR are computed entirely in the page, with ledgers kept in this browser’s local storage.

Import a statement with AI

Upload a buy/sell confirmation, coupon notice or position statement and a model proposes one row for review.

Check before you commit

Every proposed row waits for confirmation, because the reader is alpha and tested mainly on Italian broker documents.

⚖️ Honest Review

✅ Pros

+No account, and ledgers stay in local storage
+AI import adds nothing until you confirm each row
+CSV import and export for moving data

⚠️ Cons

−PDF reading is experimental and format-limited
−Alpha proof of concept, and it states it is not financial advice

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ProductivityOct 25, 2026