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📊
Dashboard
Your complete financial picture
Total Net Worth
portfolio value − total loan balance
Portfolio Value
Monthly Income
this month
Monthly Expenses
this month
Loan Balance
total debt
Cash Flow
income − expenses
💸
Expenses This Month
📊
Cash Flow (6 months)
📈
Portfolio Allocation
🔢
Financial Summary
Loans Borrowed
Total Loan Paid
Expenses (Year)
Portfolio P&L
Savings Rate
income − exp ÷ income
Income (Year)
🕐
Recent Activity
Last 12 entries
📭
Add data in other sections to see activity here.
🏦
Loans
Track repayments, interest & payoff
● Unsaved
🏦
No loans yet
Click "+ New Loan" to start tracking your debt.
💸
Expenses
Log and categorise your spending
● Unsaved
💸
No expense trackers
Click "+ New Tracker" to begin logging expenses.
📈
Portfolio
Track stocks, ETFs & investments
● Unsaved
📈
No portfolios yet
Click "+ New Portfolio" to start tracking investments.
💰
Income
Track all your income sources
● Unsaved
💰
No income sources
Click "+ Add Source" to start logging income.
🧠
Analytics
Deep financial insights & predictions
Financial Analytics
Comprehensive analysis across all your financial data
How Your Data is Saved

Portfolio Tracker stores your data in Firebase Cloud — synced securely to your account, accessible from any device.

Key facts:
☁️ Synced to cloud on every save
✅ Access from any device with your account
🔒 Data is private to your Firebase account
💾 Also cached locally for offline fallback
⚙️ Storage key (local cache): fintrack_v2

To protect your data: Use ⬇ Export Backup for extra safety. This downloads a .txt JSON file. Re-import anytime via ⬆ Import Data.

Your data is synced every time you save. Sign in on any device to access it.