Total Wealth
$0
—
1D1W1M1YALL
Allocation · total wealth
Today's 3 Moves
· AI Copilotupdated nowPortfolio Map · size = position value · color = P&L
P&L %WeightValue
Positions that need you
Trades →My movers today
● live% vs prev close · $ = USD impact on net worth
Invested
$0
Current Value
$0
Unrealized P&L
$0
Best / Worst
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Allocation Explorer · size = value · color = P&L
TreemapBubbleSunburst
Allocation by class
By broker
Rebalancing drift
Dividends & yield
net · trailing 12moHoldings 0
Holdings table — tap to collapse/expand
| Ticker | Type | Sub | Broker | Qty | Alloc | Cost | Cost $ | Price | Src | Value | P&L | P&L% | XIRR | Div | Weight | Act |
|---|
Contribution to return
unrealized · USDConcentration risk
top-5 + HHIdiversifiedconcentrated
DCA opportunities
averaging-down on losersReconciled months
0
Total deployed
$0
This month
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Monthly base
$0
This month's deploy
Timeline
Monthly breakdown
Full per-holding breakdown
FX rates by month
| Month | USD/TRY | EUR/TRY | Total TRY | Base USD | Status | Act |
|---|
Open Positions
0
Open P&L
$0
Realized P&L
$0
Win Rate
0%
Proximity - closest to TP1 · SL - entry - price - TP1
R-Multiple risk / reward
R = (TP1−entry)/(entry−SL)Open Risk
if every SL hitsActive Trades 0
Active trades table — tap to collapse/expand
| Ticker | Type | HZ | Side | Cur | Entry | Qty | Lev | Price | P&L | P&L% | Exp P&L | SL | TP1 | TP2 | Status | Act |
|---|
Trade Journal closed
| Ticker | Exit | P&L | Result |
|---|
Details & stats
Realized equity curve
cumulative realizedCurrency exposure
holdings+cash+trades · USDCash & P&L
CASH POSITION
TOTAL LIQUID · USD EQUIV
$0
—RESERVE
REALIZED P&L · FY
$0
DIVIDENDS · NET
$0
RESERVE FUND
$0
TRY IDLE SHARE
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LEDGERS · SUMMARY FIRST, TABLES ONE CLICK AWAY
Reserve Fund
▾
TOTAL (TRY)
₺0
USD EQUIV
$0
No reserves
| Date | Type | Cur | Amount | Note |
|---|
Dividends
▾
| Date | Ticker | Cur | Gross | WHT | Net | DRIP | Note |
|---|
Cash Transactions
▾
| Date | Type | Cur | Amount | Note |
|---|
Realized P&L
▾
| Date | Ticker | Cur | Qty | Entry | Exit | P&L | P&L USD |
|---|
Cumulative P&L chart
▾
Cash flow breakdown
by currency & type
▾
EXPLICIT CURRENCY EVERYWHERE · LEDGER IS TRUTH
Add Goal×
Import Signal HTML×
Drop HTML file here or
Accepts .html files from n8n
AI Advisory
NEXT BEST MOVES
QUEUE · RANKED, MONEY-SAVING FIRST
CONFIRM-ALWAYS · NO AUTO-EXECUTION · EVIDENCE REQUIRED OR DROPPED · "NO SIGNAL" IS A VALID ANSWER
Audit Log
| Time | Action | Ticker | Details |
|---|
Income & Expenses
SURPLUS ENGINE · THIS MONTH
SURPLUS · ESTIMATED
—
PULSE
SURPLUS · LAST 12 MO · INCOME ↑ EXPENSE ↓
FORWARD · NEXT 12 MO CUMULATIVE
THIS MONTH BURN
DEBT-FREE COUNTDOWN
DISPOSABLE
DETAIL · SUMMARY FIRST, EVERYTHING EDITABLE ONE CLICK AWAY
Monthly Breakdown
▾
| Month | Income | Portfolio | Paid | Projected | Surplus (Est.) | Recon | Status | Act |
|---|
Salary income is entered per month inside each month's editor (Open on any month, past included). Projection uses median of the last 3 closed months.
Recurring Expenses
▾
One-Time Income
▾
12-Month Forward Projection
chart + month table
▾
| Month | Income | Expenses | Portfolio | Surplus | Cumulative | Loans Active | Events |
|---|
What-If Scenario Engine
income · fx · inflation · loans
▾
Liabilities
bulk debts · multi-currency
▾
| Name | Currency | Original | Remaining | TRY Equiv | USD Equiv | Paid % | Status | Actions |
|---|
Add Liability
Pay Liability
Debt Payoff Projection
snowball · avalanche · custom
▾
EXPLICIT CURRENCY EVERYWHERE · EVERY MONTH — PAST INCLUDED — STAYS EDITABLE
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.
to
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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