My Portfolio
Summary
Daily Brief
Add a buy transaction to see your daily brief.
Holdings
| Symbol | Shares | Avg Cost | Cost Basis | Price | Market Value | Unrealized Gain | Allocation |
|---|
No open positions yet — add a buy transaction below.
Add a transaction
Buy/sell need shares and price. Dividend needs either shares+price (per-share amount) or a flat amount. Deposit/withdrawal/fee need an amount.
Transactions
| Date | Type | Symbol | Shares | Price | Fees | Amount | Note |
|---|
No transactions yet.
Backup & import
CSV columns: date, type, symbol, shares, price, fees, amount, note. Importing CSV adds to your current transactions; restoring a JSON backup replaces everything on this device.