Autonomous portfolio dashboard
This GitHub Pages app keeps NZD as the baseline contribution currency while valuing US-market positions in both NZD and USD using a daily FX series.
Open positions
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US equities and ETFs
Next NZD deposit
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Portfolio history
0 snapshots
NZD/USD exchange rate
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Daily FX reference for conversions.
Current holdings
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| Ticker | Shares | Avg cost USD | Last price USD | Value NZD | P/L % |
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Currency overview
Live from local FX data
Transaction history
Newest first
| Date | Type | Ticker | Shares | Price USD | Total NZD | Note |
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AI decision log
Daily reasoning
Finance prompts
Copy a prompt for Perplexity Finance