Getting started

Get set up in a few minutes and start logging long-term holdings.

Create an account

1. Go to Get started to sign up or log in.
2. After basic setup, open the member area.
3. Use the sidebar to reach vaults and holdings tools.

Add your first holding

On the holdings page, add a symbol, cost basis, and share count. You can then track positions and notes in one place.

// Example: holdings are stored per account
const holding = {
  symbol: 'AAPL',
  shares: 10,
  costBasis: 150,
}

Next steps

Continue with Holdings overview for page structure and common actions.