| Instrument | Ticker | Qty | Avg Cost | Curr Price | Mkt Value | P&L | P&L % | Weight |
|---|
All data is stored in your browser's localStorage and never transmitted anywhere. Use Backup JSON to export and restore your data.
| Period Label | Return (%) | Featured Cell? |
|---|
Asset class weights are automatically derived from your holdings by instrument type. Enable manual override to customise the breakdown.
| Asset Class | Value | Weight | Allocation |
|---|
Add ticker symbols, sectors and asset types here. Current Price drives all portfolio valuations — set manually or click ⚡ Fetch Live Prices to pull from Yahoo Finance.
ExtractedData_no_delisted.csv format with columns:
Instrument Name, ticker, Type, sector, industry, assetSubGroup.| Instrument Name | Ticker | Type | Sector | Industry | Asset Sub-Group | Current Price |
|---|
Holdings are calculated automatically from your transaction log using FIFO-average cost. Update Current Price in the Instrument Enrichment tab to drive live valuations.
| Instrument | Ticker | Type | Sector | Qty | Avg Cost | Curr Price | Mkt Value | P&L | P&L % | Weight |
|---|
Monthly cashflow movements are calculated from your transactions. Enable manual override to edit individual cells.
Dividends, contributions and withdrawals are totalled from your transactions each month. Enable manual override to enter custom values.
Enter comma-separated values. Portfolio indexed to 100 at inception. Add matching data points for Benchmark (e.g. S&P 500).
| Date | Type | Instrument | Qty | Value | Costs | Share Price | Stop Loss |
|---|
All portfolio data is stored exclusively in your browser's localStorage using the unified TypeRider data engine. Nothing is ever transmitted to any server. Export a JSON backup regularly.
Holdings, KPIs, allocation, movements and cashflows are all auto-derived from your transactions. Import transactions once — all dashboards update automatically. Current prices must be set in the Instruments tab for accurate valuations.