Symbol, Shares, Cost, Date — use negative shares for short positions.
Anyone with this link can view your positions (symbols, shares, cost basis, dates). No API keys or notes are shared.
Getting Started
Symbol, Shares, Cost, Date
API Keys (highly recommended)
For full data coverage, add one or more free API keys in Settings. Without them, many columns (market cap, P/E, EPS, dividends, etc.) will show dashes:
Without API keys, basic price data is still available via Yahoo Finance. Adding a FinnHub key unlocks real-time WebSocket streaming and full fundamentals.
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