Documentation

The Portfolio tab

The home tab. At the top: your value, accounts and insights. Below: the value chart, then cards for holdings, allocation, risk, dividends, events and your own trading activity. Every amount respects the display currency picked in the topbar — converted at each day's historical exchange rate, not today's.

Value & accounts

The Portfolio value tile shows your total (cash included — hover the value for what counts) and today's change. A mini donut splits the value across your accounts and manually tracked assets; its colors tint the account names below.

To see per-account detail, expand the "▸ N accounts" row: each account's value, lifetime buy/sell counts and all fees found in its exports. Accounts under 5% of the portfolio fold into a "small accounts" row; manual assets get their own lines.
The grouped card beside it holds cash (with a per-account breakdown of where it sits), total P/L including realised gains, annualized TWR and IRR (methodology in their tooltips), and value-weighted portfolio fundamentals — harmonic P/E and forward P/E, FCF yield, EPS and revenue growth.

P/L is total. It includes realised gains from earlier sells and everything you put in — not just the unrealised gain on what you currently hold. Units that arrive with no purchase behind them (a coin transferred in from a wallet or another exchange) count as money put in, valued at what they were worth on arrival, so the profit shown is what has happened since rather than the whole position. Staking rewards, Earn interest, airdrops and rebates are the exception: nobody paid for them, so all of their value is profit. The figures reconcile — your portfolio value minus your net contributions is your cumulative profit, and the tile differs from that only by the positions you have closed entirely, which it does not count.

This is not the cost basis on the Taxes tab. For tax, moving your own coins between wallets is not a purchase: the original lot’s date and price carry over, and pricing the arrival at market would understate the taxable gain. That tab keeps its own cost, and the Cost column there explains the difference.

Insights

The strip under the value tile surfaces what deserves attention today: the biggest mover by portfolio impact, earnings this week, concentration warnings, holdings near their 52-week high or low, idle cash. Once the assistant is connected, up to four ✨ AI insights join — model-found patterns beyond the fixed rules, like correlated exposures or event-risk clustering. The pills flow into as many columns as the space allows and scroll inside the card, which takes the height of whatever card it stands beside. Each pill's coloured dot is how much it wants your attention — green: something went your way; yellow: worth a look; red: something went against you; grey: neutral — and the three-spark mark means the assistant wrote that one rather than a fixed rule. The card's ⓘ carries the same legend.

The value chart

The portfolio value chart with range presets, line and benchmark pickers and modes

To zoom: use the range presets, or drag a rectangle on the chart — a box zoom narrows both the time and the value axis (a flat drag zooms time only). "Reset zoom" or any preset clears it.
To change what's drawn: two compact multi-select dropdowns pick the lines (total, each account, the diversification score — plus, under two expanders, the value split by asset type and by market sector) and the benchmarks. Sold positions keep their historical contribution; cash is its own type.
To change the mode: Overall · stacked By company (top-10) · cumulative Return % (a Cumulative / Monthly p.a. switch picks the lens: the cumulative TWR line beside the IRR compounded over the same span, or annualized monthly-stepped TWR p.a. and IRR with the benchmarks annualized the same way; with a log-scale toggle that keeps a huge TWR line and small benchmarks readable — it turns on automatically when the spread is very wide) · Drawdown, an underwater plot of how far the return sits below its running peak, with the deepest visible drawdown called out.
To start later than your first transaction: edit the start date next to the presets. A later date clips the chart and restarts the benchmark simulations there — as if that day's whole portfolio value had been moved into the benchmark, plus the later deposits.
To read exact numbers: switch to the month-end table view (full history, paged by 100 rows).

Seeing a holding on a date you know you didn't own it? Where an import cannot show when a holding arrived — an exchange API hands over only a few years of trades, a CSV only the range you asked for — the dashboard has to date those units by rule rather than invent a purchase, and the chart values them from that date onwards. The rules, what they deliberately get wrong, and how to close the gap are in Getting your data in.

Benchmarks

Any combination of S&P 500, MSCI World, Nasdaq 100, US bonds (AGG), gold, the US dollar and Bitcoin — all total-return. In the value views they are flow-matched: the line shows what your same deposits on the same dates would be worth in that asset instead. In Return % they follow the lens — plain cumulative price returns, or annualized monthly-stepped rates under Monthly p.a.

The holdings table

To sort, click any column header: price, value, daily P/L (absolute and percent), total P/L, all-time return %, weight.
To see a longer window than a day, switch on the period P/L column in the table's ⚙ popover — it appears next to Daily P/L and shows each position's profit over a window you pick there (1W by default; 1M, 3M, 6M, YTD or 1Y), honestly net of any buys and sells inside the window, with a dash where your history doesn't reach back that far. Both choices are remembered in your browser.
To filter by name, type names or tickers into the Filters box (separated by spaces, commas or semicolons).
To filter by meaning, wrap the text in quotes — "chip stocks" ✨ asks the assistant to select the matching tickers semantically (needs the assistant connected).
To filter by a metric, quote a top-N or metric query — "top 5 holdings", "my best PEG holdings", "7 of my highest free cash flow holdings". These are answered instantly without the assistant; the rows come back ordered by the metric with a small caption explaining the sort, and clicking a column header still re-sorts as usual.
To filter by category, use the opt-in chips for asset types and market sectors.
The count, combined value and daily P/L of the visible subset are always shown, so a filter doubles as a quick "how much is my tech worth" answer.
An averages row opens the table — Average of 52 over the currently filtered set, with each column’s equal-weighted mean in the column’s own format. Re-filtering re-averages; positions missing a value are skipped rather than counted as zero; Price averages only while every visible position trades in one currency (a mean across currencies is not a price, so it shows a dash). It appears from two visible positions up.

The Asset column shows the ticker only — hover briefly for the full company name. Assets without a ticker show their name greyed; the same hover tip says they are unlisted (and whether their value is estimated from your transactions). A rare over-long name is cut off with an ellipsis rather than widening the column — the tip always carries it in full. Account badges show which broker holds each position.

Per-asset drill-down

Click any holding to open its detail panel:

Two zoomable charts — position value over time and the split-adjusted share price — with range presets (down to 1D/1W), drag/box zoom, pinch on touch, and green/red buy/sell markers (hover lists each transaction) plus ✂ split markers. Short ranges load intraday prices (5-minute to hourly). Both charts maximize to full screen and export as PNG.
Long price history — for listed assets the share-price chart adds 10Y, 20Y and All ranges pulling everything Yahoo Finance has, back to the IPO where available. Pos (the default) keeps the position window, so the chart opens on the same span as the value chart above it.
Average purchase price — FX- and split-aware — as a tile and as a dashed line on the price chart, with the distance to the current price.
Fundamentals with the rule-based buy/hold/sell signal, short interest where reported (short % of float, days to cover, and whether shares short rose or fell vs the prior month), recent insider activity (SEC Form 4 open-market buys and sells over the last 3 months, clustered — US-listed stocks), recent news (with an ✨ AI summary of the full linked articles once connected) and the complete transaction list.

Allocation & diversification

The Allocation card leads with the takeaways — the asset-class mix first ("62% equities, 0% bonds vs a 25% target" when class targets exist), then largest position, dominant cap size and currency, effective number of positions — and the diversification score (0–100, category-based). Expand it for the full breakdowns: donut charts over regions, sectors, asset classes (equities / bonds / gold & commodities / real estate / crypto / cash — a bond ETF finally counts as bonds, not just "ETF"; ETFs classify by their fund category with a curated override list for the usual UCITS suspects, and manual assets carry the class you pick in their form), company sizes, asset types and currencies (per-dimension sub-score in the hole, constituent tickers per slice, color-coded daily P/L per category), plus a value-per-asset bar chart of every holding colored by asset type. Crypto is its own bucket; manual assets appear as "Other assets".

Index funds count as what they hold. A broad ETF's value is split proportionally across its real sectors, regions and company sizes (look-through): live fund sector weightings where the provider publishes them, otherwise a static factsheet table for the index the fund tracks (S&P 500, MSCI World, ACWI, FTSE All-World, Nasdaq-100, MSCI EM, EURO STOXX 50, STOXX Europe 600, FTSE 100, MSCI Europe and more — refreshed quarterly, with the as-of date shown). The diversification score, its sub-scores, the score history and the Sector-tilt comparison all use the split view, so a portfolio of index funds scores as diversified as it really is. Only a fund with no look-through data at all stays lumped as "Funds (diversified)"; bond, gold and real-estate funds keep their own asset-class buckets. The holdings-table filter still shows one stable "Funds (diversified)" chip per fund.

Risk

Compact tiles computed from your daily time-weighted returns — deposits and withdrawals never count as gains or losses:

Annualized volatility, Sharpe and Sortino ratios — for the whole history and the last 12 months.
Max drawdown with its peak → trough → recovery dates and duration, the current drawdown with days since the last peak, and the best/worst single day.
Expand the card for the vs-benchmark comparison: your portfolio's beta and correlation against every benchmark, plus each benchmark's own volatility and max drawdown measured the same way.
The Correlations section (Advanced tools): a heatmap of pairwise daily-return correlations across your top holdings, headlined by the honest companion to the diversification score — "your N positions move like ~M independent bets". Uncorrelated holdings count fully, near-duplicates barely count.
The Rolling 12-month view (Advanced tools): trailing-12-month return and volatility lines over your whole history — the regime shifts a single point-in-time number averages away. Appears once the portfolio has more than ~13 months of history.

The methodology is spelled out in the tooltips (√365 annualization on the calendar-day series, 0% risk-free rate).

Dividends & income

A monthly income chart, all-time and last-12-month totals, and a forward projection per holding with forward yield and yield-on-cost.

Events calendar

Earnings reported in the past 4 weeks come first — click a row to read the actual filed report in a side panel (from SEC EDGAR; the 8-K earnings release, or 6-K for foreign US-listed issuers), with a text excerpt, links to the full filing and an ✨ AI summary once the assistant is connected. Below: upcoming earnings, ex-dividend and pay dates for your largest holdings. With Advanced tools on, 🏛 central-bank rows join the calendar: the next scheduled rate decision of each bank relevant to your portfolio, and its rate changes of the last four weeks — clicking one opens the Macro card. The same tier carries 🏛 data-release rows: the next scheduled US CPI, euro-area flash HICP and US payrolls release dates (dates only, from the official BLS/Eurostat schedules — no forecast data), shown when the series' central bank is relevant — clicking one asks the assistant what the print could mean for your portfolio.

The card streams one holding at a time behind a progress bar naming what it's checking, remembers results across reloads, and marks filings that appeared since your last visit with a new badge. Rows are compact — ticker and portfolio weight, full company name on hover.

Trading activity

At the very bottom, a collapsed one-liner expands into a punch card of your buys and sells per month across all years — your own behaviour at a glance.