📂 Getting Started with Your Portfolio
1.Download the CSV Template using the button at the top right.
2.Fill in your portfolio holdings and save the file.
3.Click Import CSV File to load your portfolio into the tracker.
4.Alternatively, add or modify entries directly on this page, then click Export CSV — use that file as your starting point next time.
🔄 Resetting or Reloading Data
1.Click Clear All to wipe all entries and start fresh.
2.Click Import CSV File and select your saved *.csv file — all entries will repopulate automatically.
🔑 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.