Allocation by Category
Cash = platform cash + bank cash above its buffer target (set on the Accounts page) — not your full reserve/spending balances.
Allocation by Platform
Portfolio Growth
A snapshot is recorded each day you open or refresh. Value vs cost basis vs an expected growth trajectory (default 8%/yr, projected 12 months ahead).
Holdings — what I own, what I paid, P&L
| Asset | Ticker | Type | Sector | Platform | Unit | Avg cost | Cost basis | Value | P&L | P&L % | Alloc | Signal | Updated |
|---|
Cost basis = your buys − sells logged on the Transactions page (matched by Symbol), or a manual override.
Logging a buy there creates/updates the holding; sell it down to zero, then remove it here with ×. Click a row for notes & Claude's analysis. Update from the console with
window.updateInv(id, value, 'Hold', 'note'), or ask Claude to review.
Deleting a holding here only makes sense once you've actually sold it — otherwise the next import will just re-add it.