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Overview

The Portfolio Management feature allows you to track your current stock, ETF, and mutual fund holdings with real-time price updates from Finnhub.io. View comprehensive metrics, allocation charts, and performance analysis all in one place.

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Key Features

Real-time Pricing

Automatic price updates from Finnhub API

Multi-Asset Support

Track stocks, ETFs, and mutual funds

Visual Analytics

Interactive allocation and performance charts

CSV Import

Bulk import holdings from CSV files

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Using the Portfolio

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Adding Holdings

1

Click Add Holding

Navigate to the Portfolio page and click the “Add Holding” button
2

Fill in Details

  • Symbol: Stock ticker (e.g., AAPL, MSFT)
  • Type: Select stock, ETF, or mutual_fund
  • Shares: Number of shares owned
  • Average Cost: Your average cost per share
  • Notes: Optional notes about the holding
3

Save

Click “Save” to add the holding to your portfolio

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CSV Upload

Upload a CSV file with the following format: 
symbol,type,shares,average_cost,notes
AAPL,stock,100,150.50,Tech holding
VOO,etf,50,400.00,S&P 500 ETF
VTSAX,mutual_fund,500,120.25,Index fund
See the CSV Upload guide for detailed formatting instructions.

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Portfolio Metrics

The dashboard displays four key summary cards:
MetricDescription
Total ValueCurrent market value of all holdings
Total CostTotal amount invested (shares × average cost)
Total Gain/LossDollar amount gained or lost
Total ReturnPercentage return on investment

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Charts

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Allocation Chart

Interactive doughnut chart showing:
  • Percentage of portfolio in each holding
  • Dollar amounts on hover
  • Click legend to show/hide holdings

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Performance Chart

Bar chart displaying:
  • Gain/loss for each holding
  • Green bars for profitable holdings
  • Red bars for losing holdings

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Managing Holdings

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Edit a Holding

  1. Click the edit (✏️) button next to any holding
  2. Update the fields you want to change
  3. Click “Save”
You cannot change the symbol of an existing holding. To change a symbol, delete the holding and add a new one.

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Delete a Holding

  1. Click the delete (🗑️) button next to any holding
  2. Confirm the deletion

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Price Updates

Click the “Refresh Prices” button to fetch the latest market prices for all holdings. Prices are also automatically refreshed when viewing the page if the last update was more than 15 minutes ago.

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Rate Limiting

The free Finnhub API tier allows:
  • 60 requests per minute
  • Real-time US stock quotes
  • Delayed mutual fund prices (typically 15-30 minutes)
The application intelligently manages API requests to stay within these limits.

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Technical Details

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Price Update Logic

When refreshing prices, the application:
  1. Checks the last update timestamp
  2. If > 15 minutes old, fetches new prices
  3. Makes API calls in batches to respect rate limits
  4. Updates the database with new prices and timestamp
  5. Recalculates portfolio metrics

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Data Storage

Holdings are stored in the holdings table with the following schema: 
CREATE TABLE holdings (
    id SERIAL PRIMARY KEY,
    user_id INTEGER REFERENCES users(id),
    symbol VARCHAR(10) NOT NULL,
    type VARCHAR(20) NOT NULL,
    shares DECIMAL(10,4) NOT NULL,
    average_cost DECIMAL(10,2) NOT NULL,
    current_price DECIMAL(10,2),
    last_updated TIMESTAMP,
    notes TEXT
);

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Next Steps

Trading Analysis

Analyze your historical trading performance

API Reference

Integrate with the Portfolio API