Documentation

Step-by-step guides for using the platform.

Logging Transactions

Logging Transactions The Transaction Ledger is the primary input interface. Everything else in the platform — your portfolio performance, your holdings breakdown, the analytics — is computed from your transaction history. Fields Ticker The stock or asset symbol. Must be a valid ticker recognisable by Yahoo Finance (e.g. AAPL, MSFT, BTC-USD, GC=F for gold futures). If you enter a ticker the system hasn’t seen before, it will: Validate it against Yahoo Finance Backfill the full available price history into the database Then write your transaction This means the first transaction for a new ticker takes a few extra seconds. Subsequent transactions for that ticker are instant. ...

Lenny Kiruthu