Holdings vault
Your Holdings vault at /member/holdings is the private place to track long-term positions—quotes, lots, cost basis, and P&L. Sign in to use it. JustHold is free to use for now.
This guide is about the member vault, not the site’s public holdings marketing page.
What’s on the vault
| Area | Path | Purpose |
|---|---|---|
| Positions | /member/holdings | Open holdings, total value, Buy / Sell |
| Performance | /member/holdings/performance | Gains and value over time |
| Horizon | /member/holdings/horizon | How long you’ve held (short / mid / long) |
| Allocation | /member/holdings/allocation | Weights by symbol, category, and funding |
| Symbol detail | /member/holdings/[symbol] | Quote, lots, charts, compare benchmarks |
| Sold | /member/holdings/sold | Closed positions |
Lots and cost basis
Positions are built from lots (buy rows). Shares, average cost, and cost basis come from those lots—you don’t free-edit the totals on the holding itself.
- Use Buy / Sell on the hub or from a symbol’s detail page
- Expand a position to see lots; edit or delete lots when you need to correct history
- A full sale closes the position and moves it to Sold
Our Money vs Big Money
On each lot you can mark Count toward Big Money.
| Funding | Meaning |
|---|---|
| Big Money | Lot market value counts as capital from your Big Money vault |
| Our Money | Everything else |
Mixed symbols can show in both on Allocation → Funding. See Big Money vault for the investable-capital ledger.
Display and markets
- Toggle display currency USD or TWD
- Markets: US (USD) and TW (TWD); quotes are Yahoo-backed
- Categories (stock, ETF, fund, crypto, index) are detected when you add a symbol
- You can attach a short research note to a position
Share an allocation-only public page
If you want to share a profile view without revealing shares or cost:
- Set a nickname, then open /member/public-page
- Publish portfolio on your public page (minimal or detailed style; % / $ / both)
- Choose which open positions and sold lots are visible under /member/settings/holdings
You can unpublish anytime. Shares and cost basis stay private.
Market data may be delayed or incomplete. Holdings is for personal tracking and research—not live trading quotes or investment advice.
Related
- Getting started
- Big Money vault
- Open the vault: Holdings