Investment Portfolio

💼 Investment Portfolioloading…

Total value

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Change in window

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Retirement

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Investment (taxable)

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Portfolio value over time stacked by account type

Drag across the chart to zoom into a period · double-click to reset · hover for the snapshot

Selected period

Start

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End

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Change

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Net contributions

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deposits − withdrawals

Market gain / loss

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change − contributions

Income received

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dividends & interest

By account

By account type

Biggest moves in this period by symbol

Snapshot

Allocation as of the end of the selected window. Change the window on the 📈 Value tab.

By account type

By asset class

By account

Top holdings

In from outside

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non-investment accounts

Out to outside

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chequing, bank, other

Net external

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in − out, all 59 months

Internal transfers

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between your accounts, one-way

Every non-zero transfer

Holdings & change

➕ Add new statements Chase or Fidelity PDFs

Drop monthly statement PDFs here

➕ Adding new statements — drop the PDFs into the box above (or copy them into ~/Downloads/portfolio-statements and run python3 ~/portfolio/import_portfolio.py --dir ~/Downloads/portfolio-statements). Imports are idempotent: re-adding a statement you already loaded changes nothing.

Source: ~/portfolio/portfolio.db ← monthly Chase (J.P. Morgan) & Fidelity statements · JSON ~/hermes-apps/data/portfolio.json. Figures cover investment accounts only — they are not a complete statement of net worth.