Shares
Portfolio Overview
The Home dashboard turns the transaction ledger into portfolio insight — totals, a net-invested chart and recent activity.
The Home page is the read-only summary of everything recorded under Companies and Shares.
The stat cards
| Stat | Derived from |
|---|---|
| Companies | Number of companies on the watchlist |
| Invested positions | Companies whose status is Purchase |
| Transactions | Total number of ledger rows |
| Net invested | Sum of purchases minus sum of sales |
Net invested over time
A chart of your cumulative invested amount, plotted from transaction dates: purchases push the curve up, sales pull it down. Use the period selector to zoom.
Recent transactions
The latest ledger entries with company, type, amount and date — a quick sanity check that recording worked as expected.
Valuation against live market prices (unrealized P&L, cost basis) is on the roadmap; today the dashboard reflects what you put in, not current market value.