How does portfolio tracking work? ▼
You import your buy, sell, and dividend transactions. The app automatically computes your holdings, cost basis (FIFO), unrealised and realised gains, and fetches live prices from Yahoo Finance every 15 minutes. Everything is calculated on the fly — nothing is stored except your raw transactions.
Can I import my existing transactions? ▼
Yes. The bulk import accepts CSV, XLSX, and XLS files. A preview screen validates every row before committing. The app recognises common column names and resolves company names to tickers automatically — including Greek names like ΦΒΜΕΖΖ or ΑΡΑΙΓ from a built-in 28-stock ATHEX reference table.
Which markets are supported? ▼
The app is optimised for ATHEX (Athens Exchange) but works with any market supported by Yahoo Finance — US stocks, European exchanges, crypto, ETFs, and indices. Prices, historical charts, and dividend detection all work globally. Just use the correct ticker format (e.g. AAPL for US, AIR.PA for Euronext Paris).
Is my data secure? ▼
Passwords are hashed with Argon2id (the current OWASP/NIST recommended algorithm). Sessions use opaque tokens stored as SHA-256 hashes — even if the database were compromised, no valid sessions are exposed. Cookies are httpOnly and SameSite=Lax, preventing XSS token theft. Login attempts are rate-limited to 10 per 5 minutes per IP.
Can banks and brokers use the platform? ▼
Yes — the Enterprise plan offers a white-label solution with multi-client portfolio management, custom integrations, advisor dashboards, and full API access. Contact us to discuss your specific requirements and a tailored deployment.