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Welcome to StocksBoard

StocksBoard is a powerful, mobile-first financial portfolio management application that helps you track your investments, monitor your asset holdings, and analyze your financial performance.

Important​

This documentation site is "under construction" and not all help documents have been thoroughly reviewed.

What You Can Do​

📊 Track Your Portfolio​

  • Manage Multiple Accounts: Create and organize different financial accounts (investment accounts, savings, etc.)
  • Monitor Holdings: Track your stock, bond, and other asset positions across accounts
  • Record Transactions: Log buys, sells, dividends, and splits to maintain an accurate history
  • View Performance: Monitor account balances, asset values, and portfolio composition

📈 Analyze Your Investments​

  • Custom Reports: Build pivot tables and analytical views tailored to your needs
  • Asset Grouping: See your holdings organized by asset, account, or custom categories
  • Performance Metrics: Track returns and performance across your portfolio

🔄 Data Management​

  • Import Data: Load historical transaction data from CSV files (Tangerine, Microsoft Money, etc.)
  • Export Portfolio: Extract your data for backup or external analysis
  • Cloud Sync: Connect to Google Drive or Dropbox for backup and synchronization

⚙️ Customize Your Experience​

  • Theme Selection: Choose between light and dark modes
  • Font Sizing: Adjust text size for comfortable reading
  • Currency Settings: Set your preferred default currency

Getting Started​

New to StocksBoard? Start with:

Powered By​

StocksBoard is built with Ionic React and works seamlessly on iOS, Android, and web browsers.