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Access your tenant portfolio workspace.
Turn uploaded trading history into a clean, tenant-separated decision workspace with live market values, KPI cards, and journal evidence that stays organized by account.
Access your tenant portfolio workspace.
Create an account and first tenant. Name the tenant exactly as it appears in your investment portal.
Bright, focused cards modeled after a modern SaaS product page, adapted for a trading journal application.
Separate each investment account so uploaded histories and reports do not mix.
Review current positions by ticker with average buy, current price, market value, and unrealized P/L.
Maintain a transaction-level record for review, audit, reconciliation, and future analysis.
Refresh current open tickers through the server-side quote proxy without exposing the API key.
Create tenants, upload history under the right account, then review the dashboard and journal from one consistent workspace.