Dashboard
Login to Personal Finance Tracker
Default admin credentials:
Username: admin
Password: admin123
Portfolio
Cash
Subscriptions
Total Value
Growth & Trends
Portfolio Value
Cash Holdings
Total Net Worth
Add New Trade
Trade History
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Portfolio Summary
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Admin Panel - User Management
Create New User
Existing Users
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API Access Tokens
Create access tokens to authenticate API requests for third-party integrations like n8n workflows. Keep your tokens secure and never share them publicly.
Create New Token
Your Access Tokens
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Cash Savings Accounts
Track your cash savings accounts alongside your ETF investments. Manage different account types and monitor your total cash position.
Total Cash
Account Stats
Add New Account
Your Cash Accounts
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Recent Transfers
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Add Cash Transfer
Record deposits and withdrawals for your cash accounts. Transfers will automatically update account balances.
Recent Transfers
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Gains & Losses
Total Gains/Losses
Unrealized P&L
Current Portfolio Value
Update Current Prices
No ETF positions to update
Individual Performance
Update prices to see performance breakdown
Capital Gains Tax Settings
Configure your Capital Gains Tax rates based on holding periods. These rates will be used to calculate estimated tax liability on your realized and unrealized gains.
CGT Rate Preview
Subscription Management
Track and manage your recurring subscriptions. Monitor monthly and annual spending across different services.
Monthly Total
Annual Total
Active Subscriptions
Your Subscriptions
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