YOUR INVESTMENTS

Portfolio

Awaiting a portfolio snapshot

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Portfolio value

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Holdings + cash

Cost basis

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Invested holdings

Unrealized gain / loss

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Cost basis required

Positions

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No data loaded

Portfolio value

History

Your history, in one view.

Historical values will appear when a snapshot includes dated observations.

No historical observations loaded.

Allocation

By value

Allocation appears once holdings are loaded.

Holdings

Sort by

Holding	Shares	Price	Market value	Unrealized	Weight
No holdings loaded yet. Import a portfolio snapshot to see your positions here.

Snapshot format

Native Reeves JSON: reeves-investments-v1 snapshots work directly. The tracker combines the latest position per account and security, uses raw closing prices, preserves missing basis, and shows quote dates and coverage. Competing sources must be selected in Reeves first. Cash and account-value history are not inferred from trades or return indices.

Import files up to 4 MiB. Values must be in USD. Cost basis is the total basis per position, not the cost per share.

CSV columns: symbol, name, quantity, price, cost_basis, as_of. Only symbol, quantity, and price are required. All rows must share one observation date.

Simple JSON: asOf (ISO date), cash (optional), holdings (symbol, name, quantity, price, costBasis), and optional history (date, value). Missing dates are labeled unknown. Imported data is a snapshot, not a live quote.

Unrealized return compares current holdings with their cost basis. The value history does not adjust for deposits or withdrawals.