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How it works

A dash is
an answer

Most finance apps would rather show you a confident wrong number than an honest blank.

A true story
about +42.81%

What a normal app shows +42.81% An annualised return needs to know when you bought. The broker did not send purchase dates for four positions. So the code quietly assumed “about a year ago”, and solved a rate against a holding period it had invented. The number looked precise to two decimal places. It was fiction wearing the clothes of measurement.
What Pocket shows
Invested
$67,615
Gain+$13,858
Return+25.78%
Annualised—
— because 31% of the portfolio has no purchase date
The dash is the app being honest. Absolute return is still exact — it needs only a cost and a value. The annualised figure appears the moment purchase dates do, and not a build before.

When you
see a dash

A dash is never a bug and never a loading state. It means a specific input is missing, and tapping it says which one.

Annualised returnNeeds dated cash flows. Without purchase dates there is no holding period, and a rate cannot be solved. Absolute return is still shown, because it needs only a cost and a value.
Cost basisSome providers send a total cost, some a per-unit price, some neither. Where none arrives, Pocket shows the value and leaves the gain blank rather than treating today's price as the purchase price.
Portfolio historyA value line is drawn from recorded holdings where they exist. Where it would have to assume you held today's positions all along, it says so — an assumed line is labelled, not disguised.
Usage of a subscriptionNever inferred from a statement. Asked once, and attributed to you.
CaloriesNever derived from a bill. See what we will not guess.

Sixty-five checks,
on every build

The rule is enforced in code, not written in a policy. An automated suite runs against the maths before anything ships: cost basis, dividends, currency handling, fractional units, dated cash flows, debt balances, rounding.

Rounding gets its own attention, because it is where honest software quietly lies. Whole-currency rounding is right for a portfolio total and wrong for a per-unit price — an option worth $0.011 must not display as $0.

Money36 checks — totals, rounding, currency, debt, precision.
Maths29 checks — return, concentration, cadence, dated flows.
GateA figure that cannot be derived honestly does not ship. There is no override.

Numbers you
can argue with

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