Ledger

Unlock

Owner password opens the full ledger. A view password opens one shared book.

Ledger

Open a book

A local ledger. Each book keeps its own cash, trades, and marks.

Value over time

Add holdings, then refresh to draw the curve.

Positions

Set quantity and cost here. That writes an adjustment, not a trade — cash is unchanged.

Name Qty Price Value Cost P/L Weight

Transactions

Fees live on the trade. Nothing is inferred.

When Type Asset Qty Price / cost Fee Notes

New book

Instrument

Type a ticker or name, then pick a match.

Transaction

Position

Cost basis in the asset’s quote currency. Cash in this book does not move.

Update mark

Share view access

Guests pick this book on the unlock screen and enter a view password. They cannot edit.