Portfolio management

Portfolio

Track positions, cash and allocation in one workspace.

Basic view

Main Portfolio

See market value, cash, allocation drift and your strongest and weakest positions without leaving the gStockly workspace.

Loading workspace... USD base
Balance

Cash and capital

Contributors

Top holdings

Signals

Best and worst position

Accounts

Broker and account overview

Ledger

Transactions

Date Account Type Ticker Qty Price Cash Fees
Exposure

By asset type

Exposure

By sector

Exposure

By country

Advanced view

Analytics and rebalance context

Closed trades

Recently closed positions

Ticker Account Opened Closed Hold Buy value Sell value Realized P/L
Portfolio

Create or rename

Targets

Allocation targets

Accounts

Broker and account setup

Import

Broker CSV import wizard

Segui i passaggi: scegli account e broker, carica il file, controlla il mapping e conferma l'import.

Step 1

Choose destination and broker

Decidi dove importare il file e lascia che il template faccia il grosso del lavoro.

Step 2

Upload the broker file

Carica il CSV e genera la preview iniziale. Se cambi template o file, il mapping viene rigenerato.

No file selected yet Supported: broker CSV exports with headers or raw tabular text exported as CSV.
Step 3

Review mapping and preview

Controlla le colonne rilevate, correggi il mapping se serve e valida il batch prima dell'import.

Line Type Ticker Qty Price Cash Currency Date
No preview yet. Upload a CSV file to inspect the first rows.
Step 4

Confirm import

Se il riepilogo รจ corretto, importa il batch nell'account selezionato.

Validate a preview to unlock the final import step.
Upload a CSV export to start the preview.
History

Recent import batches

Controlla import recenti, righe duplicate, errori e stato finale di ogni batch.

Recent import batches

Imported, skipped and duplicate rows

Line Status Type Ticker Cash Messages
No import history yet for this portfolio.
Position notes

Thesis and invalidation

Alerts

Portfolio watch rules