TOTAL WEALTH
$0.00
Holdings Heatmap
P&L Waterfall
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Income & Overview
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YTD Income
Allocation & Performers
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Allocation by Type
Allocation by Broker
Top Performers
Worst Performers
Currency Exposure
Risk & Analysis
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Emergency Fund Ratio
Portfolio Value Over Time
Market Intelligence
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Target Allocation
Performance by Type
Holdings
| Ticker | Type | Sub | Broker | Qty | Alloc% | Invested | Inv USD | Price | Src | Value USD | P&L | P&L% | XIRR | Divs | Wt | Act |
|---|
Monthly Breakdown
FX Rates by Month
| Month | USD/TRY | EUR/TRY | Total TRY | Base USD | Status | Act |
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Active Trades
| Ticker | Type | Hz | Side | Cur | Entry | Qty | Lev | Price | P&L | P&L% | Exp P&L | SL | TP1 | TP2 | Status | Act |
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Proximity Dashboard
Cash Flow Breakdown
Reserve Fund
TOTAL (TRY)
₺0
USD EQUIV
$0
No reserves
| Date | Type | Cur | Amount | Note |
|---|
Cash Transactions
| Date | Type | Cur | Amount | Note |
|---|
Dividends
| Date | Ticker | Cur | Gross | WHT | Net | DRIP | Note |
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Realized P&L
| Date | Ticker | Cur | Qty | Entry | Exit | P&L | P&L USD |
|---|
Cumulative P&L
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Audit Log
| Time | Action | Ticker | Details |
|---|
Monthly Breakdown
| Month | Income | Portfolio | Paid | Projected | Surplus (Est.) | Recon | Status | Act |
|---|
Recurring Expenses
One-Time Income
Salary
Salary income is entered per month inside each month's modal. Projection uses median of the last 3 closed months.
12-Month Forward Projection
| Month | Income | Expenses | Portfolio | Surplus | Cumulative | Loans Active | Events |
|---|
What-If Scenario Engine
Liabilities
| Name | Currency | Original | Remaining | TRY Equiv | USD Equiv | Paid % | Status | Actions |
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Add Liability
Pay Liability
Debt Payoff Projection
One-Time Income
Monthly Expenses
Income Entries
| Day | Amount (TRY) | Type | Note | Act |
|---|---|---|---|---|
| TOTAL | — | |||
Reconciliation:
| Day | Type | Description | Amount (TRY) | USD | Paid By | Status | Act |
|---|---|---|---|---|---|---|---|
| PAID | — | — | |||||
| PROJECTED | — | — | |||||
Expense Definition ×
Investment & API
When On: browser push notifications for TP/SL hits, TD maturity. Always shows in-app toasts regardless.
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AI Configuration
Connect an OpenAI-compatible API for AI-powered categorization and insights. Works with OpenAI, Azure OpenAI, Ollama, LM Studio.
FX Rates & Parities
Update daily. These rates drive all currency conversions across the app.
Quick Price Entry — All Instruments
Update all prices in one place. Green = auto/fresh, Yellow = stale, Red = manual/missing.
| Ticker | Type | Source | Cur | Current | New Price |
|---|
Annual Tax Summary
| Category | Source | Gross | WHT | Net | Notes |
|---|
* This is a summary for reference only — not tax advice. Consult a tax advisor for actual filing.
Data & Backup
Last backup: Never
Auto-Backup History (IndexedDB — last 10)
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