Getting Started
Sign in and set up your first portfolio in under a minute.
Navigate to the application URL in your browser. You'll land on the login page.
Click Continue with Google and complete the OAuth flow. Your account is created automatically on first sign-in.
You land on the Portfolios tab. Click ＋ next to "Individual Portfolios" and give it a name.
Click 💷 Deposit/Withdraw and deposit your starting capital in GBP so the Insights charts reflect your full history.
Click ＋ inside the portfolio card, enter the ticker (e.g.
AAPL:NSQ), quantity, and purchase price.
App Layout
Everything lives in a single-page app with a persistent top bar.
The top bar looks like this:
Switches between the four main pages.
Scrapes FT Markets for the latest prices across all your securities.
Opens this guide.
Click to see your name, email, and a Logout link.
Portfolios Tab
Your main workspace — Groups at the top, individual portfolios below.
create_new_folder Creating & Managing Portfolios
| Action | How |
|---|---|
| Create | Click ＋ next to "Individual Portfolios" → name it → Create |
| Rename | Click the edit pencil icon on the portfolio card header |
| Delete | Click the delete trash icon → confirm |
| Reorder | Drag the portfolio card header to a new position |
add_circle Adding Securities
Opens the Add Security form.
Enter the symbol (e.g. AAPL:NSQ or BRBY:LSE), quantity,
purchase price in GBP, and purchase date.
When checked (default), quantity × price is automatically subtracted
from the portfolio's cash balance.
The holding appears in the portfolio. Hit Refresh Prices to fetch its current market value.
sell Selling a Security
Click the sell icon on a security row. Both partial and full sales are supported.
currency_pound Cash Management
Every portfolio has a special CASH pseudo-security (always priced at £1.00).
Click 💷 Deposit/Withdraw → choose type → enter Amount (GBP) & Date → Process Cash.
Cash is adjusted when adding a security with "Deduct cost" checked, or selling with "Credit proceeds" checked.
folder_shared Groups
Groups aggregate multiple portfolios for combined performance analysis in the Insights tab.
| Action | How |
|---|---|
| Create | Click ＋ next to "Groups" → name it → check portfolios → Create Group |
| Edit | Click the pencil icon on the group card |
| Delete | Click the trash icon → confirm |
history Price History
Click the history history icon on any security row to view a line chart and scrollable table of historical close prices and daily % changes.
Insights Tab
Performance analytics over any chosen date range.
tune Controls
Choose All Portfolios, a specific Group, or an individual Portfolio.
Filter the From / To date range for the chart and table.
show_chart Performance Trend Chart
| Dataset | Description |
|---|---|
| Total Value (GBP) | Absolute portfolio value over time — indigo filled line on the left axis |
| Cumulative Change (£) | Running P&L in pounds — emerald line on the right axis |
| Change % | Period-over-period % change — green/red bars |
| Cumulative % | Running % return — amber dashed line |
Hover any data point to see a combined tooltip. Click the chart card to toggle the Performance Table.
Research Tab
Compare securities and keep personal investment notes.
search Security Performance Lookup
Type a name or ISIN (e.g. "Apple" or "US0378331005") into the search box.
Click a suggestion. The security appears as a coloured tag below the search box.
Repeat the search to compare multiple securities. Each gets its own colour on the chart.
All securities are normalised to a £1,000 hypothetical investment for fair relative comparison.
note_stack Research Notes
A personal scratchpad for investment ideas, stored per-user.
| Action | How |
|---|---|
| Create note | Click ＋ New Note |
| Expand / Collapse | Click the note card header |
| Edit content | Click into the note body and type freely |
| Delete note | Click the trash icon on the note card |
Notes are auto-saved when you navigate away from the Research tab.
Agents Tab
Background workers that keep your data fresh automatically.
toggle_on Available Agents
Scans all securities from purchase date to today and backfills missing daily price data from FT Markets.
Calculates and stores daily portfolio value snapshots — the data that powers your Insights charts.
Automatically refreshes live prices for all securities every 15 minutes.
table_chart Status Tables
Shows per-security data completeness: Complete / Partial / Missing and number of missing days.
Shows per-portfolio snapshot completeness: Synced / Partial / Missing.
Live log of automatic price refresh runs — security, time, price, status.
FX Conversion
All values are tracked in GBP. Foreign prices are converted automatically.
US Dollarprice × USDGBP rate
Europrice × EURGBP rate
Pence sterlingprice × 0.01
British PoundNo conversion needed
Tips & Gotchas
Common pitfalls and power-user tricks.
Always use TICKER:EXCHANGE (e.g. VUSA:LSE,
AAPL:NSQ). ISINs work in Research lookup but the canonical trade record
needs the exchange suffix.
Use the dedicated Deposit/Withdraw button rather than manually adding a CASH security, to avoid duplicate records.
Selling fewer units than you hold creates two records — the reduced original and a new sold record. This is intentional for accurate cost-basis tracking.
If the Insights chart is empty, enable the Historical Data agent and wait for it to backfill missing data. This can take a few minutes on first run.
FT Markets prices are end-of-day / delayed. Real-time intraday prices are not available.
Both portfolio cards and individual security rows within a portfolio can be dragged to reorder them.
The lookup chart assumes a fictional £1,000 starting investment for all securities — it's a relative comparison tool, not an absolute value tracker.
The default view shows data from 2 January 2026 to today. Use the date pickers to zoom in or out.