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Trade Entry
Add holding
Dashboard
| Account | Asset | Risk | Category | Provider | Ticker | Description | Qty | Price | Value | Invested | Realized | P/L |
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Balance Sheet
| Ticker | Qty | Cost Basis / Unit | Value | Invested | Realized | P/L |
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| Account | Asset | Risk | Category | Provider | Ticker | Description | Qty | Price | Value | Invested | Realized | P/L |
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Interest
| Asset | Category | Provider | Ticker | Description | Value | Monthly interest | Interest rate (%) |
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Prices
| Ticker | Quote Ccy | Method | Quote Price | EUR Price | Updated | Action |
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Transaction History
| Date | From | To | EUR Value | Note | Actions |
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Forecast
Forecast assumptions
Changes save automatically and update the chart.
Settings
Amortization Schedules
Select a position and define its straight-line amortization. The amount (quantity) will decrease weekly automatically while the server is running, catching up on missed weeks at startup.
| Position | Start date | Start value | Years | Residual | Weekly (€) | Last applied |
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Connected Sources
Your connections
Recurring Buy Rules
| Label | From | To | Amount | Schedule | Last run |
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Import
Replace the entire database with a .db file — e.g. a previous export or migrated backup. A server-side copy of the current DB is kept before the overwrite.
Coming from a spreadsheet?
Imported rows
| ID | Account | Provider | Ticker | Risk | Category | Asset | Description | Qty | Invested | Realized | Action |
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Load a sample dataset to explore the app. This replaces all current data.
Investor Portfolio
Multi-account portfolio with ETFs, crypto, commodities, DeFi, and multiple brokers.
Family Overview
Simple, traditional setup: bank accounts, a home, a car, pension, and one index fund.
Export
Database export
Download a full SQLite backup of the current database.
Danger zone
Permanently delete all data. Export a backup first.
Lists
Values offered in the Provider, Account and Category dropdowns. Renaming a value updates every asset line that uses it; values in use cannot be deleted.
| Value | Uses | Active |
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Appearance
Notifications
Default view
Allocation targets
Target mix
| Asset class | Target | Now |
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Account
Billing
Subscription
Update your payment method or cancel your plan — handled securely by our payment provider.
Help
Select a feature on the left.