- tags
- #portfolio
- features
- portfolio, portfolio-holdings, portfolio-prices, portfolio-news
My portfolio¶✎ edit
📋SpecificationWhat you asked for, app by app, and what your AI built: it keeps this page from your chat🛤️PipelineWork waiting to be done, by role: for the people and the AI agents on the project
| Company | Account | Shares | Avg cost | Price | Value | P/L | P/L % |
|---|---|---|---|---|---|---|---|
| FLR | TFSA | 5,000 | 3.8 | 4.28 | 21,400 | 2,400 | 12.63 |
| CPH | Margin | 10,000 | 1.3 | 1.205 | 12,050 | -950 | -7.31 |
| NRS | RRSP | 2,000 | 4.7 | 4.82 | 9,640 | 240 | 2.55 |
| Total | 43,090 | 1,690 |
Cost 41,400
News on what you hold¶✎ edit
| Date | Company | Headline | Kind |
|---|---|---|---|
| 2026-09-22 | FLR | Drill results due in October | drilling |
| 2026-09-15 | CPH | Quarterly dividend paid | dividend |
| 2026-09-10 | NRS | New royalty signed on a Nevada gold project | deal |
This is the portfolio example: what an AI builds when you tell it
Build me an app to track my portfolio: my holdings, what I paid, today's price, and tell me when a company I hold puts out news.
Everything here is sample data. Tap a holding to change it, or + Add a new one; value and P/L work themselves out. The forms all work, but this demo doesn't save: that's for your own project. The model is in portfolio and the samples in portfolio-samples; Data has everything, companies included.
Make it yours¶✎ edit
- In your own project: connect your AI (see Help) and ask it to import the portfolio example. It copies the model and the samples, and adds a card on your home page.
- Change it by talking: "add a watchlist", "track dividends", "tell me when a price moves more than 5%". Your AI changes the model and the app follows.
More to try¶✎ edit
Once it's in your own project, a sentence to your AI tweaks it. Some to start with:
- "Add 5 cards at the top with current market status indicators. Find sources on the web."
- "Show my holdings table on the main page of the app, one I can sort and filter."
This demo is reset whenever d2 is updated: nothing you change here is kept.