Portfolio Tracker

Upload AJBell exports (ISA + SIPP). Prices can be auto-fetched where possible, otherwise set manual prices.

Import (incremental)

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(Clears imported data; use after schema changes.)

ISA

SIPP



        

        
Seed instrument overrides (from your sheet)

        

          
          
        

        

      

      

        
Manual cashflows

        

          
          
          
          
          
        

        

      

    


    

      
Summary

      
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Holdings

      

        
        
        
        
        
        Daily auto-refresh runs too.