Krosos
You're exploring demo data.

Trade Entry

From Leg
To Leg
Recurring buy
Runs once per day at midnight (server time).

Add holding

Dashboard

Account Asset Risk Category Provider Ticker Description Qty Price Value Invested Realized P/L

Balance Sheet

TickerQtyCost Basis / UnitValueInvestedRealizedP/L
AccountAssetRiskCategoryProviderTickerDescription QtyPriceValueInvestedRealizedP/L

Interest

Asset Category Provider Ticker Description Value Monthly interest Interest rate (%)

Prices

TickerQuote CcyMethodQuote PriceEUR PriceUpdatedAction

Transaction History

DateFromToEUR ValueNoteActions

Forecast

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Forecast assumptions

Changes save automatically and update the chart.

Income
Expenses (monthly, €)
Tax & Inflation
Asset growth rates (annual, %)

Settings

Connections
Automation
Data
Preferences

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

Connected Sources

Your connections

Recurring Buy Rules

Label From To Amount Schedule Last run

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

IDAccountProviderTickerRiskCategoryAssetDescriptionQtyInvestedRealizedAction

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.

ValueUsesActive

Appearance

Dark mode Use a dark color scheme. Synced to your account.
Business mode Track separate accounts. Off files everything under one personal view.

Notifications

Net-worth update emails A periodic email summarising how your net worth moved.
Frequency How often the update email is sent.

Default view

Your saved default No default saved yet.
Apply to net worth Count only your default view toward net worth from now on. Past history isn't changed.

Allocation targets

Rebalancing alerts Email me when my mix drifts past the band.
Alert threshold How far a class can drift from its target before you're alerted.
%

Target mix

Asset class Target Now
Total: 0%

Account

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Billing

Subscription

Update your payment method or cancel your plan — handled securely by our payment provider.

Manage subscription

Help

Select a feature on the left.

Update a balance

Edit Asset

API Keys

Read-only keys: Krosos can see your balances, but can never trade or withdraw. Keys are encrypted and never shown again.

Encrypted storage is unavailable — MASTER_KEY is not set on this server.

Edit Recurring Buy Rule

Changes take effect at the next scheduled execution. The trade uses the latest price at that time.

From
To
Schedule
Runs once per day at midnight (server time).

You're in. Welcome to Krosos.

Let's get your money in one place.

How do you want to add your data?

Pick one — you can do the others later.

Pick a demo dataset

Import your spreadsheet

  1. Copy the prompt and paste it into ChatGPT or Claude with your file.
  2. Upload the CSV it gives back.

Add Amortization Schedule

Add a connection

Confirm action

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