---
title: 'Portfolio Management'
description: 'Track your stock, ETF, and mutual fund holdings with real-time price updates'
---

## 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.

## Key Features

<CardGroup cols={2}>
  <Card title="Real-time Pricing" icon="clock">
    Automatic price updates from Finnhub API
  </Card>
  <Card title="Multi-Asset Support" icon="layer-group">
    Track stocks, ETFs, and mutual funds
  </Card>
  <Card title="Visual Analytics" icon="chart-pie">
    Interactive allocation and performance charts
  </Card>
  <Card title="CSV Import" icon="file-csv">
    Bulk import holdings from CSV files
  </Card>
</CardGroup>

## Using the Portfolio

### Adding Holdings

<Steps>
  <Step title="Click Add Holding">
    Navigate to the Portfolio page and click the "Add Holding" button
  </Step>
  
  <Step title="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
  </Step>
  
  <Step title="Save">
    Click "Save" to add the holding to your portfolio
  </Step>
</Steps>

### CSV Upload

Upload a CSV file with the following format:

```csv
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
```

<Info>
  See the [CSV Upload guide](/features/csv-upload) for detailed formatting instructions.
</Info>

## Portfolio Metrics

The dashboard displays four key summary cards:

| Metric | Description |
|--------|-------------|
| **Total Value** | Current market value of all holdings |
| **Total Cost** | Total amount invested (shares × average cost) |
| **Total Gain/Loss** | Dollar amount gained or lost |
| **Total Return** | Percentage return on investment |

## Charts

### Allocation Chart

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

### Performance Chart

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

## Managing Holdings

### Edit a Holding

1. Click the edit (✏️) button next to any holding
2. Update the fields you want to change
3. Click "Save"

<Warning>
  You cannot change the symbol of an existing holding. To change a symbol, delete the holding and add a new one.
</Warning>

### Delete a Holding

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

## 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.

### 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.

## Technical Details

### 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

### Data Storage

Holdings are stored in the `holdings` table with the following schema:

```sql
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
);
```

## Next Steps

<CardGroup cols={2}>
  <Card title="Trading Analysis" icon="chart-line" href="/features/trading-analysis">
    Analyze your historical trading performance
  </Card>
  <Card title="API Reference" icon="code" href="/api-reference/portfolio-holdings">
    Integrate with the Portfolio API
  </Card>
</CardGroup>