Equities · ETFs · Crypto

Portfolio v3.56.3

Live prices · AI analysis · 6 investment perspectives

⚠️

Network Restrictions Detected

Claude artifacts cannot fetch live market prices due to network security restrictions.

💡 Solution: Download & Open Locally
→ Right-click anywhere on this page
→ Select "Save As" → Save the HTML file
→ Open the saved file in your browser
✓ Full price fetching ✓ Works offline ✓ Cloud sync when back in Claude

💼 Your Portfolio

Total Value

⋯ More

🛡️ Admin

📊 Portfolio Allocation

By Asset Type

By Sector

Investment Perspective:

🔑 API Key Management

📈 Price API keys

Finnhub, FMP and Alpha Vantage keys are held on the server and never reach a browser. Everyone's prices use them through the market-data function. To change one: npx supabase secrets set FINNHUB_API_KEY=… FMP_API_KEY=… ALPHAVANTAGE_API_KEY=…

🤖 Anthropic API Key (AI Analysis)

Get API key: https://console.anthropic.com/settings/keys
Required for "Get AI Analysis" when running outside Claude.ai

⚠️ Security notice: This key is sent directly from your browser and is visible in DevTools → Network tab. Only use a key you're comfortable exposing client-side, or connect Supabase to use server-side AI calls instead.

☁️ Supabase Project URL (Cloud Database)

Get from: Supabase Dashboard > Settings > API

🔑 Supabase Anon Key (Public)

This is the anon/public key (safe for browser use). Row Level Security protects your data.

ℹ️

🔒 Security: The Anthropic key is saved in this browser only (localStorage). Price API keys live on the server. The Supabase anon key is safe for public use.

📥 Import

📈 Trades / Moves

Import buys & sells — builds the ledger

📋 Positions

Import current holdings snapshot only

Upload a broker export or paste it below. Every buy & sell becomes a transaction; your positions and cost basis are recalculated automatically. Re-importing the same export is safe — already-imported moves are skipped.

✅ DeGiro Transactions CSV ✅ Revolut statement CSV ✅ Revolut PDF / BancoBest → AI extraction ✅ ISINs resolved automatically

Where to export: DeGiro → Activity → Transactions → Export. Revolut → Stocks → Statement.

📎 Choose file (CSV or PDF)

Paste your current holdings from any spreadsheet or broker export. The app auto-detects the column layout.

Required columns: Ticker/Symbol/ISIN + Quantity/Shares

Optional columns: Avg Price, Name, Platform, Type, Total Amount

✅ Tab, comma, semicolon, or pipe separated ✅ ISINs resolved via AI ✅ European number formats (1.234,56) ✅ Missing price → uses current market price

Add to existing

Merge new positions into portfolio

Replace all

Clear and reload from scratch

Add New Position

Search by Ticker or Company Name

Ticker Symbol *

Asset Name

Asset Type

Platform

Number of Shares *

Invested Amount *

Date *

Portfolio v3.56.3

💼 Your Portfolio

📊 Portfolio Allocation

By Asset Type

By Sector

🔑 API Key Management

📥 Import

Add New Position

📈 Portfolio History