No positions yet
Add your first real position, or paste a CSV export from your brokerage.
Add New Position
Paste a CSV export from your brokerage or fill the template below. Required columns: name, asset_class, current_value.
Optional columns: ticker, cost_basis, as_of_date, position_type, liquidity_tier, held_in, notes
Valid asset class values: public_equity · private_equity · real_estate · fixed_income · real_assets · cash · other
Comma or tab-delimited. Header row required. Dollar signs and commas in numeric fields are stripped automatically.
Deleted positions are soft-removed — they never leave the database. Restore any position to bring it back to your portfolio.
No deleted positions.