Your transactions and settings stay in SQLite on your own installation. Price updates and optional broker connections use external services. Quotes may be delayed or temporarily unavailable.
Dashboard
View positions by currency, search and filter, and compare up to six positions. Drag modules into place and choose their width and visibility.
Transactions and dividends
Track buys, sales and net dividends per brokerage account. Admins can correct transactions with a change history and handle splits and conversions.
Imports and exports
Import Trading 212 via CSV or API, or use CSV exports from Trade Republic and Revolut. Review a preview, match instruments and revisit rows that need attention. Overlapping Trading 212 imports are checked by source ID per account.
Reports and currencies
Review returns, dividends, fees and taxes. Amounts are kept separate by currency and historical exchange rates support conversion.
Security and recovery
Manage users and roles, sign in with passkeys on supported HTTPS setups, and download or restore local SQLite backups. The app creates a safety copy before restoring.
Home Assistant sensors
Show portfolio value by currency and the euro total on your Home Assistant dashboard through optional local REST sensors.