Investor Account / 投资者账户

Private portfolio records and analysis · 私人投资组合记录与分析

This portal stores manually entered investment records, not brokerage assets. Prices are user-entered, not live quotes. No IBKR connection, order execution or personalised investment advice. Do not enter brokerage passwords or API tokens.

Cloud setup required: configure config.js and run supabase/investor-schema.sql before using investor accounts.

Secure sign-in / 安全登录

Create an account with email verification (if enabled in Supabase), or sign in to an existing account. Use a strong unique password.

Private data protected by database row-level security.

My portfolios / 我的投资组合

Choose portfolio / 选择组合

Portfolio overview / 组合概览

Market value / 市值

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Unrealised P/L / 未实现盈亏

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Positions / 持仓数量

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Largest holding / 最大持仓

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Calculated from manually entered quantities, cost bases and current reference prices. All holdings must use the portfolio base currency; no automatic FX conversion.

Add or edit holding / 添加或编辑持仓

Holdings & allocation / 持仓及配置

Ticker	Class	Qty	Value	Weight	P/L	Actions