Getting Started
The platform is self-hosted and currently in early access. Here’s how to get up and running.
Creating an Account
Navigate to the platform URL and you’ll land on the login screen. Click Create Account and fill in your email and password. There’s no email verification step right now — your account is created immediately.
Once logged in, you’ll see the Portfolio Transaction Ledger — the main interface for logging trades.
Logging Your First Transaction
The sidebar on the left has everything you need:
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Select a ticker — Use the dropdown to pick a ticker symbol. If it’s a ticker the system hasn’t seen before, it will validate it against Yahoo Finance and backfill the full price history before saving. This can take a few seconds.
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Choose transaction type — BUY or SELL.
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Set quantity — Number of shares or units. Supports fractional shares.
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Set price per unit — The price you paid (or received) in USD.
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Set the transaction date — Defaults to today. You can backdate transactions to reflect your actual purchase history.
The Total BUY value at the bottom updates in real time as you adjust quantity and price.
Hit Submit and your transaction is written to the ledger. The transaction_sensor in Dagster will pick it up and update your portfolio models on the next sensor tick.
Viewing Your Portfolio
The Portfolio Analytics tab (next to Transactions) will show your portfolio dashboard once you have transactions and the models have run. (This tab is currently being built — check back soon.)
Notes
- Prices are in USD. Multi-currency support is not yet implemented.
- The platform pulls daily prices on weekdays at 6PM UTC. Your portfolio metrics update after each run.
- Macro context (FRED data) refreshes on the 1st of each month.
- If you log a transaction and the analytics don’t reflect it immediately, the pipeline may not have run yet. Give it until after 6PM UTC.