📄️ Accounts
An Account in StocksBoard usually represents a financial account where you hold investments. You might have multiple accounts such as a 401(k), IRA, brokerage account, or investor account.
📄️ 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.
📄️ Transactions
Transactions are the building blocks of your portfolio history. They record all buy, sell, transfer, and other actions that affect your holdings.
📄️ Assets
The Assets page in StocksBoard provides a consolidated view of all your holdings, grouped by symbol regardless of which account(s) they are held in.
📄️ Import & Export
StocksBoard supports importing your historical data from various sources and exporting your portfolio for backup or analysis.
📄️ Cloud Sync
StocksBoard supports seamless integration with Google Drive and Dropbox, allowing you to:
📄️ Watchlists
Watchlists allow you to monitor and organize specific stock tickers, ETFs, and currencies. You can customize their order, set market hours, and track real-time changes, volume, and intraday charts.
📄️ Reports
Reports in StocksBoard let you analyze your portfolio with custom pivot tables. \
📄️ Settings & Customization
The Settings section allows you to customize StocksBoard to your preferences and manage your account and data.