tags

#portfolio

features

portfolio, portfolio-holdings, portfolio-prices, portfolio-news

The portfolio example: what you hold, the companies behind it, and news on them. It's what an AI builds from the landing page's prompt, "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." Its sample data is in portfolio-samples.

To use it in your own project, ask your AI to import the portfolio example (the skill knows how): it copies this topic and the samples, and adds a card for it on your home page.

$class Company (
  @key ticker: String,
  @label name: String,
  exchange: String,
  commodity: String,
  price: Number,
  changePct: Number,
  currency: String,
) @group("Portfolio")

$class Holding (
  @key id: String,
  company: <>Company,
  account: String,
  shares: Number,
  avgCost: Number,
  opened: Date,
  @calc(shares * avgCost) cost: Number,
  @calc(shares * company.price) value: Number,
  @calc(value - cost) pl: Number,
  @calc(if cost > 0 then pl / cost * 100 else 0) plPct: Number,
) @group("Portfolio")

$class News (
  @key id: String,
  company: <>Company,
  date: Date,
  @label headline: String,
  kind: String,
) @group("Portfolio")