📈 Portfolio
Real-time portfolio tracking and performance analytics
Portfolio Console V2 — transaction-aware operating surface inside DataHub
Loading live portfolio...
Total Portfolio Value
$0.00
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Total Invested
$0.00
Cost basis
Total P&L
$0.00
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Last Updated
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Portfolio snapshot
Portfolio Allocation
Portfolio Value Over Time
📈 Stocks & ETFs
| Symbol | Buying Price | Shares | Cost (USD) | Current Price | Current Value (USD) | Profit Ratio | Profit (USD) | Source | Actions |
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💵 Cash Holdings
| Currency | Amount | USD Equivalent | Exchange Rate | Source | Last Updated | Actions |
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🥇 Precious Metals
| Metal | Buying Price | Amount (oz/g) | Cost (USD) | Current Price | Current Value (USD) | Profit Ratio | Profit (USD) | Source | Actions |
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📊 Bonds
| Bond Name | Buying Price | Units | Cost (USD) | Current Price | Current Value (USD) | Profit Ratio | Profit (USD) | Source | Actions |
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Unified transaction ledger
Adds, sells, deletes, and balance updates recorded from the DataHub Portfolio surface.
| Time | Type | Asset | Account | Qty | Gross USD | Note |
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Transaction-first workflow
Entry rule
Use add/sell from this page only
System of record
Transaction log + controlled accounts
Legacy safety
/api/portfolio.json stays live
Read model
/api/portfolio-live.json
Controlled accounts
Accounts are derived from portfolio entry and used as the canonical routing layer for cash and holdings.
| Account | Cash USD | Asset Value USD | Assets | Currencies | Updated |
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Top concentration
| Position | Account | Value USD | Weight |
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