Manage Portfolio

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Manage Portfolio
Edit holdings, add new stocks, and sync changes
30 Holdings
📡 How Changes Work

Changes made here are saved in your browser's local storage. To permanently sync them to the dashboard and database:

  1. Make your changes below (add, edit, or remove stocks)
  2. Click "Generate Claude Code Command" in the Pending Changes section
  3. Copy the generated command and paste it into Claude Code
  4. Claude Code will update the main dashboard data and commit the changes
📊 Current Holdings
Symbol Name Qty Avg Cost (NZD) Type Theme Actions
➕ Add New Stock
📝 Pending Changes 0
No pending changes. Edit, add, or remove stocks above.
📥 Import from IBKR

Export your holdings from IBKR Flex Queries as CSV, then paste the data here:

  1. In IBKR, go to Reports > Flex Queries
  2. Create or run an Open Positions query
  3. Export as CSV and copy the contents
  4. Paste below. Expected columns: Symbol, Description, Quantity, CostBasisMoney, AssetClass, Currency, ListingExchange