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161 lines
4.2 KiB
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161 lines
4.2 KiB
Plaintext
---
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title: 'Portfolio Management'
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description: 'Track your stock, ETF, and mutual fund holdings with real-time price updates'
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---
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## Overview
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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
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<CardGroup cols={2}>
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<Card title="Real-time Pricing" icon="clock">
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Automatic price updates from Finnhub API
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</Card>
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<Card title="Multi-Asset Support" icon="layer-group">
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Track stocks, ETFs, and mutual funds
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</Card>
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<Card title="Visual Analytics" icon="chart-pie">
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Interactive allocation and performance charts
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</Card>
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<Card title="CSV Import" icon="file-csv">
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Bulk import holdings from CSV files
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</Card>
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</CardGroup>
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## Using the Portfolio
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### Adding Holdings
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<Steps>
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<Step title="Click Add Holding">
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Navigate to the Portfolio page and click the "Add Holding" button
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</Step>
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<Step title="Fill in Details">
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- **Symbol**: Stock ticker (e.g., AAPL, MSFT)
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- **Type**: Select stock, ETF, or mutual_fund
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- **Shares**: Number of shares owned
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- **Average Cost**: Your average cost per share
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- **Notes**: Optional notes about the holding
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</Step>
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<Step title="Save">
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Click "Save" to add the holding to your portfolio
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</Step>
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</Steps>
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### CSV Upload
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Upload a CSV file with the following format:
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```csv
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symbol,type,shares,average_cost,notes
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AAPL,stock,100,150.50,Tech holding
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VOO,etf,50,400.00,S&P 500 ETF
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VTSAX,mutual_fund,500,120.25,Index fund
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```
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<Info>
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See the [CSV Upload guide](/features/csv-upload) for detailed formatting instructions.
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</Info>
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## Portfolio Metrics
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The dashboard displays four key summary cards:
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| Metric | Description |
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|--------|-------------|
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| **Total Value** | Current market value of all holdings |
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| **Total Cost** | Total amount invested (shares × average cost) |
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| **Total Gain/Loss** | Dollar amount gained or lost |
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| **Total Return** | Percentage return on investment |
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## Charts
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### Allocation Chart
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Interactive doughnut chart showing:
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- Percentage of portfolio in each holding
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- Dollar amounts on hover
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- Click legend to show/hide holdings
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### Performance Chart
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Bar chart displaying:
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- Gain/loss for each holding
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- Green bars for profitable holdings
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- Red bars for losing holdings
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## Managing Holdings
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### Edit a Holding
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1. Click the edit (✏️) button next to any holding
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2. Update the fields you want to change
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3. Click "Save"
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<Warning>
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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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</Warning>
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### Delete a Holding
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1. Click the delete (🗑️) button next to any holding
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2. Confirm the deletion
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## Price Updates
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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
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The free Finnhub API tier allows:
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- **60 requests per minute**
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- **Real-time US stock quotes**
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- **Delayed mutual fund prices** (typically 15-30 minutes)
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The application intelligently manages API requests to stay within these limits.
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## Technical Details
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### Price Update Logic
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When refreshing prices, the application:
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1. Checks the last update timestamp
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2. If > 15 minutes old, fetches new prices
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3. Makes API calls in batches to respect rate limits
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4. Updates the database with new prices and timestamp
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5. Recalculates portfolio metrics
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### Data Storage
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Holdings are stored in the `holdings` table with the following schema:
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```sql
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CREATE TABLE holdings (
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id SERIAL PRIMARY KEY,
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user_id INTEGER REFERENCES users(id),
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symbol VARCHAR(10) NOT NULL,
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type VARCHAR(20) NOT NULL,
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shares DECIMAL(10,4) NOT NULL,
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average_cost DECIMAL(10,2) NOT NULL,
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current_price DECIMAL(10,2),
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last_updated TIMESTAMP,
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notes TEXT
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);
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```
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## Next Steps
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<CardGroup cols={2}>
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<Card title="Trading Analysis" icon="chart-line" href="/features/trading-analysis">
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Analyze your historical trading performance
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</Card>
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<Card title="API Reference" icon="code" href="/api-reference/portfolio-holdings">
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Integrate with the Portfolio API
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</Card>
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</CardGroup>
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