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PORTFOLIO
DATA HUB · AUTHORISED ACCESS ONLY
TRANSACTION LEDGER · V2

Data Hub

Portfolio Dashboard

Real-time portfolio tracking and performance analytics

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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
Read-only — add via Transactions
Symbol Buying Price Shares Cost (USD) Current Price Current Value (USD) Profit Ratio Profit (USD) Source
💵 Cash Holdings
Read-only — add via Transactions
Currency Amount USD Equivalent Exchange Rate Source Last Updated
🥇 Precious Metals
Read-only — add via Transactions
Metal Buying Price Amount (oz/g) Cost (USD) Current Price Current Value (USD) Profit Ratio Profit (USD) Source
📊 Bonds
Read-only — add via Transactions
Bond Name Buying Price Units Cost (USD) Current Price Current Value (USD) Profit Ratio Profit (USD) Source

Unified transaction ledger

Adds, sells, deletes, and balance updates recorded from the DataHub Portfolio surface.
TimeTypeAssetAccountQtyGross USDNote

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.
AccountCash USDAsset Value USDAssetsCurrenciesUpdated

Top concentration

PositionAccountValue USDWeight

Exposure mix