Overview
Portfolio Summary
Growth / Platforms
AI / Tech
Income / Real Assets
REITs
Industrial / Geopolitical
Defense
Cash Flow / Cyclicals
Energy
Discipline
Valuation / Income
Intelligence
TradFi Intelligence
TradFi Watchlist
Watchlist
No watchlist symbols for TradFi.
CSV Import / Export
TradFi CSV
Import is full-replace. Header-based CSV schema: symbol, name, asset_type, sector, sleeve, quantity, average_cost, current_price, currency, notes.
Manual Holdings Input
TradFi Holdings Editor
Paste a JSON array of TradFi holdings. Supported fields: symbol, name, asset_type, sector, sleeve, quantity, average_cost, current_price, currency, notes.