What-if simulator
Transaction: fill the rows and click Apply
Accounts
Positions
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Upload a fresh CSV from your broker to replace all positions. Symbols not in the CSV are removed from positions but stay in the watchlist.
Set a display name for each account. The name appears in the dashboard's account filter and on the watchlist page's Linked column.
Click a column header to sort. Symbols linked to your accounts are highlighted and cannot be removed. Tick 'No div' to exclude a position from dividend totals.