📂 Getting Started with Your Portfolio
1.Click the Download CSV Template button at the top right to get a sample structured file.
2.Open it in Excel, Google Sheets, or a text editor to input your personal holdings, keeping the column headers exactly as they are.
3.Click Import CSV File in the control toolbar below to instantly populate your tracker dashboard.
4.Alternatively, dynamically add or edit lines using the on-screen form, then use Export CSV to save your work for future sessions.
🔄 Resetting or Reloading Data
1.Click Clear All to wipe all current session data and start with an empty board.
2.Click Import CSV File and open your custom saved *.csv asset file to completely load your previous setup.
🔑 Setting Up Live Price Refresh (API Key)
If prices are not refreshing, you need a free API key from Finnhub:
1.Go to finnhub.io
2.Click "Get free API key" and sign up.
3.Paste the key into the API Key box on this page and click Save API Key.
🔍 Using Portfolio Query
Use Portfolio Query to filter and search your investments by Ticker, Account, or Asset Type. Click Run Query to see all matching holdings — great for answering quick questions about your portfolio.
💵 Pro Tip — Calculator Integration
Keep this Portfolio Tracker open while using the Retirement Calculator or Retirement Confidence calculator — key values from your portfolio will be pre-filled automatically, saving you time.
⭐ Key Features at a Glance
📡 Live Pricing & Auto-Refresh
Finnhub API integration fetches real-time market prices, auto-polling every 60 seconds. Smart name auto-fill populates company names as you type tickers.
📊 Rich Visual Analytics
Asset allocation pie chart by category (Large Cap, Bonds, International…) plus a tax-bucket bar chart mapping accounts to Tax-Deferred, Tax-Free, and Taxable buckets.
⚖️ Dynamic Rebalancing Engine
Set custom allocation targets and see exact dollar deviations. Each asset class gets a clear Buy, Sell, or On Target directive instantly.
🔎 Intelligent Query Panel
Filter holdings by Ticker, Name, Account, or Asset Type. Surface top-N positions by value, or flag holdings drifting past custom gain/loss thresholds.
🚨 Concentration Risk Alerts
Automatically flags any single stock exceeding 5% of total portfolio value with a visible warning banner — keeping you aware of outsized positions.
💾 Frictionless Data Management
Bulk CSV import/export, inline row editing, and accordion-style breakdowns. Accordion rows expand to reveal per-holding detail without cluttering the main view.
🔗 Retirement Calculator Sync
Pushes portfolio totals into localStorage so the Retirement Calculator and Monte Carlo simulator pre-fill automatically — no re-entry needed.