📄️ Getting Started
Welcome to StocksBoard! This guide will help you get up and running in just a few minutes.
📄️ Managing Accounts
An Account in StocksBoard represents a financial account where you hold investments. You might have multiple accounts such as a 401(k), IRA, brokerage account, or investor account.
📄️ Tracking Holdings
A Holding represents your position in a specific security (stock, ETF, bond, etc.) within an account. It shows how many shares you own and their current market value.
📄️ Recording Transactions
Transactions are the building blocks of your portfolio history. They record all buy, sell, dividend, and other events that affect your holdings.
📄️ Import & Export
StocksBoard supports importing your historical data from various sources and exporting your portfolio for backup or analysis.
📄️ Cloud Sync & Backup
StocksBoard supports seamless integration with Google Drive and Dropbox, allowing you to:
📄️ Reports & Analytics
Reports in StocksBoard let you analyze your portfolio with custom pivot tables and views. Create visualizations that answer questions like:
📄️ Settings & Customization
The Settings section allows you to customize StocksBoard to your preferences and manage your account and data.