Total assets over time
All accounts combined — hover for details. Click legend items to toggle accounts.
Latest allocation
—
Unrealized gain over time
Market value minus cost basis across all open positions (stocks, ETFs & funds).
Accounts
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Asset allocation over time
How your money splits across cash, ETFs, mutual funds and stocks, month by month.
Allocation in a single month
Holdings
Everything you held in a given month.
Stock performance
Price and market value of a position over the months we have data for.
Price per share
Market value
All positions — change over the period
Market value growth from the first to the last month in the database (sorted by return).
Income & dividends
Dividends, interest and capital-gain distributions received per month.
Income detail
Load a new statement
Drop Fidelity or Chase statement PDFs here (or browse). They are parsed, added to the
database, and the charts refresh automatically. The import server also watches for new files in
~/Downloads/statement.
Or import from the terminal
python3 ~/finance/import_statements.py --dir ~/Downloads/statement
The importer is idempotent — already-imported files are skipped, and re-importing a
corrected statement replaces that month's data. Data lives in ~/finance/finance.db
(SQLite) and is available to any future app; the dashboard reads
~/hermes-apps/data/finance.json.