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Getting Started

This guide will help you get up and running in just a few minutes.

Installation​

iOS​

StocksBoard is available on Apple TestFlight. Click the link below or search for "StocksBoard" to download and install.

Apple TestFlight

Android​

StocksBoard is available on Google Play Store. Click the link below or search for "StocksBoard" to download and install.

Google Play

Web​

You can also access StocksBoard through your web browser at finance.imprologic.com.

Web version

Your First Steps​

1. Start with the Onboarding​

When you first launch StocksBoard, you'll be guided through a quick onboarding process that helps you set up your preferences.

important

If you already have your transaction data as a CSV file or from a previous StocksBoard export, it's much easier to import it into the app.

Import data into the app​

2. Create Your First Account​

An Account usually represents a financial account where you hold assets (e.g., a brokerage account, 401(k), Roth IRA).

  • Tap the Accounts section from the menu
  • Select Add Account or the + button
  • Enter the account name and details
  • Save your account

Learn more about managing accounts →

3. Add Your Holdings​

Holdings are the securities (stocks, bonds, ETFs, etc.) you own in your accounts.

  • Tap one of the accounts created above
  • Tap the + button to add a new holding
  • Search for your asset by name or ticker
  • Add a transaction for this holding
  • Save your holding

Learn more about tracking holdings →

4. Record Your Transactions​

You can manually enter transactions or import them from a CSV file.

Learn more about transactions →

Next Steps​

Once you've set up your basic portfolio:

  • View Reports: Create custom pivot tables to analyze your portfolio Reports Guide
  • Import Historical Data: Load existing transaction history from CSV files Import Guide
  • Setup Cloud Sync: Connect to Google Drive or Dropbox for backup Cloud Sync Guide
  • Customize Settings: Adjust themes, fonts, and currencies Settings Guide

Need Help?​

Each section of this documentation covers features in detail. Use the navigation menu to explore the topics that interest you.

For more information, check out our FAQ or contact support through the app's Settings menu.