Portfolio

Total Equity
Market Value
Total P&L
Add a holding

Add one holding by hand. Use Group to keep it separate from broker-synced positions — e.g. "Dad's Account", "Long Term". Adding again with the same symbol + group updates it.

Import portfolio from Excel / CSV

Download the template, fill in your holdings (Symbol, Quantity, AvgCost), and upload it. Imported holdings upsert by symbol (tagged "Manual").

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