By default, the portfolio IRR is calculated to today's date. You can set an earlier cutoff to see what the IRR looked like on a specific date in the past — useful for comparing performance at year-end or before a market event.
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Export price cache
Downloads the current cached prices as a JSON file. Use this to save a snapshot of prices on a specific date, or to share with Claude for analysis and testing.
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Clear price cache
Removes all cached prices and your portfolio key from this browser. The next page load will fetch fresh prices from Yahoo Finance. Use this if prices look stale or incorrect.
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Import transactions from CSV
Upload a broker export CSV to load your transaction history. The app will parse your trades and build your portfolio. Use this to set up a new portfolio key or update an existing one with new transactions.
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Export portfolio database
Downloads your full transaction history as a JavaScript file (BersanoFT-db.js). Deploy this file to Cloudflare alongside index.html to persist your portfolio across devices and browsers.
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Switch portfolio
Clears the current portfolio key and returns to the key entry screen. Use this to switch between portfolios or log out of the current one.
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