Production records are stored in Supabase with account-level row security. Configure the environment variables and database schema before use.
Portfolio intelligence
Weekly Portfolio Overview
A clear view of total portfolio performance.
REPORTING CURRENCY · USD
Current portfolio value
$0.00
Latest recorded ending value
Weekly gain / loss
$0.00
Adjusted for contributions and withdrawals
Weekly return
0.00%
Return on beginning portfolio value
Cumulative gain / loss
$0.00
Since first recorded week
Reporting calendar
Weekly periods anchored to investment start date
Select a client and investment start date to see weekly periods.
Portfolio value trend
Ending value · USD
The chart uses the weekly ending portfolio value entered below.
Latest report snapshot
Awaiting data
Add your first weekly record to populate the dashboard.
Current-week market & crypto trends
Verified provider data · equities and crypto · refreshed on report update
Refresh to load verified equity and crypto market observations.
Selected instrument · 7-day trend
Daily candle observations
No market data loaded. Configure FINNHUB_API_KEY to enable this graph. The chart will not show estimated or invented values.
Equity ETFs are market proxies rather than official index levels. Cryptocurrency values represent the named Binance trading pairs in USDT. Weekly change compares the first and last available daily candle in the selected seven-day window; it is not an intraday quote.
Add weekly record
Weekly reporting · Sunday cadence
Weekly reporting history
0 records
Week ending
Client / portfolio
Ending value
Gain / loss
Return
Actions
No weekly records yet.
Performance shown is for the total portfolio only. This dashboard is a reporting aid, not investment advice or a guarantee of future results.