Portfolio setup
Your current holdings
Add the tickers you already own, update share counts, and save to reuse across the dashboard, rebalance, and compare tools.
Step 1
Add holdings
Step 2
Refresh prices
Step 3
Save portfolio
Why save?
One source of truth
Store holdings once, then reuse them when rebalancing or running historical comparisons. Everything stays in your browser.
Tip
Keep prices current
Prices sync from Yahoo by default. Refresh the quote on any row if you want the latest value before saving.
Portfolio inventory
Save your current holdings locally in this browser.
Import from screenshot
Upload a portfolio screenshot and let OpenAI extract your positions.
| Ticker | Label | Shares | Price (EUR) | Value | Actions |
|---|
Next steps
Use this portfolio across the app
Your saved holdings can be loaded in Rebalance and Compare tools. Keep prices up to date by refreshing quotes here or in the Rebalance page.