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Sharefolio
Portfolio
Holdings
Transactions
Trades
Incomes
Settings
{% with messages = get_flashed_messages(with_categories=true) %} {% if messages %}
{% for category, message in messages %} {{ message }} {% endfor %}
{% endif %} {% endwith %}
Portfolio
Select the currency all portfolio values are converted and displayed in. Changing this reloads the portfolio immediately.
Base Currency
{% for c in supported_currencies %}
{{ c }}
{% endfor %}
All trade prices and portfolio values are converted to this currency using historical FX rates.
Data Directory
Show in Finder
Trade and income CSV files are stored here and persist across app updates.
Save & Reload
Supported Exchanges
Exchanges recognised for automatic price data fetching via Yahoo Finance.
Code
Exchange
Currency
US
NYSE / NASDAQ
USD πΊπΈ
AX
ASX (Australia)
AUD π¦πΊ
TO
TSX (Canada)
CAD π¨π¦
TW
TWSE (Taiwan)
TWD πΉπΌ
TWO
OTC Market (Taiwan)
TWD πΉπΌ
{% include "loading.html" %}