English
Getting started
- Open Dumori and complete the short onboarding.
- Go to the Add tab and search for a ticker (for example AAPL), or add a security manually.
- Record the date, number of shares and price you paid.
- Repeat for the rest of your holdings — they appear in Holdings and Portfolio.
Recording transactions
The Add tab records real buys and sells against your ledger. Each entry keeps the security's own currency. Dumori does not connect to a brokerage and never places orders — you record what you actually did.
Groups and target allocation
Use the Plan tab to organise holdings into groups (for example Tech, Index, Cash) and set a target weight for each group. Targets are saved on your device.
Invest and Rebalance
Invest shows which group to add money to next. Rebalance shows how much to move to get back to your target. Both are suggestions calculated on your device from your own data. Dumori does not execute trades and does not provide investment advice.
Currencies
Your portfolio has a display currency, which you can change in Settings. Each holding keeps its native currency, so prices and costs are shown as they are quoted. Exchange rates are used only to convert values for display.
Prices and market data
- Quotes are indicative and may be delayed or temporarily unavailable.
- If a price cannot be retrieved, Dumori shows “—” rather than an estimated value. It will not invent a number.
- You can set a manual current price for any holding if you prefer, or if a quote is unavailable.
- Prices are for tracking and valuation display only. They are not suitable for trading decisions.
Free version
Dumori is free to use, with no limit on active holdings. A holding is active while its net share count is greater than zero. Recording transactions, creating groups, setting targets and using Invest and Rebalance are all included.
Your data
Your portfolio, transactions and targets are stored on your device. There is no account and no LeonGe Labs server holding your portfolio. Deleting the app removes the locally stored data. See the Privacy Policy for details.
Troubleshooting
- No prices showing: check your internet connection, then pull down on the Portfolio tab to refresh. You can also set a manual price.
- History looks short for a security: historical coverage depends on the market. Dumori shows the range that actually exists and does not fabricate earlier data.
- Numbers look different from another app: differences usually come from exchange rates, quote timing or how deposits and withdrawals are treated. Dumori uses time-weighted return so cash flows do not distort performance.
Contact
Still stuck, found a bug, or have a feature request? Email leongecompany@gmail.com. Please include your iOS version and the steps that led to the problem — it helps a lot.