Portfolio
Total Equity
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Market Value
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Total P&L
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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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