Docs
A guide to every feature — dashboards, trade entry, connections, security and more.
Your home screen for "where do I stand today?" — headline totals, net-worth trend, how you're split across holdings, and the detail behind every line. It ope…
Read more →A snapshot of everything you hold right now, with current value, what you invested, realized gains and total profit/loss. View it line by line or rolled up b…
Read more →A complete list of every trade and balance adjustment you've recorded, newest first. Use it to review what changed, narrow down to a period or counterparty, …
Read more →The one place where the current price of each ticker lives. This page shows what each ticker is worth in euros now, which source keeps it up to date, and whe…
Read more →Track the yield on your interest-bearing holdings — savings, money-market, lending, staking. You type the annual rate for each line and this view shows the i…
Read more →Projects your net worth up to five years out from your current holdings, so you can see where your savings rate and asset mix are headed. It blends your real…
Read more →Every change to your holdings is a trade: value leaves one holding and enters another. Deposits, withdrawals, conversions, salary, interest and dividends are…
Read more →Make a clean image of your portfolio to share. It is built entirely in your browser — nothing is uploaded, and account, provider and ticker names never appea…
Read more →Everything you set up once and rarely touch: connected accounts, automations, importing and exporting your data, how the app looks, what alerts you get, and …
Read more →Set a target mix for your portfolio by asset class, then get told when your actual allocation drifts away from it — so you know when it's time to rebalance.
Read more →A periodic email summarising how your net worth moved — so you have a reason to check back in without living in the app. Set it up under Settings → Notificat…
Read more →Connect your exchanges, wallets and brokers with read-only API keys so their balances sync automatically. Keys are stored encrypted and are write-only — once…
Read more →Connecting a bank goes through Enable Banking, a service that links to EU banks. You register your own free Enable Banking app rather than sharing one, so it…
Read more →Bring data into the app from outside — a backup file, a broker statement or spreadsheet, or a ready-made demo portfolio. It lives under Settings → Import.
Read more →Check your net worth and log trades from a Telegram chat, using your own private bot. You create the bot, so its token stays on your instance and your messag…
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