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Monthly Update

Enter month-end totals to update share price, member ownership, and benchmark comparisons.

Share price and member ownership will update based on contributions recorded for this month.

Imports

Imports & Updates

Upload Fidelity exports or enter BTC purchases manually to keep the monthly update accurate.

Contributions Import

CSV headers: date,member_name,amount,shares,type,memo. You can also use member_id or member_email.

Market Quotes (Twelve Data)

Pull current prices for the latest holdings. The refresh is rate-limited to avoid exceeding daily API limits.

Last refreshed Apr 21, 2026, 3:09 PM CDT.

Auto-refresh runs only if a scheduler hits /api/market-quotes/refresh.

Google Sheet Metrics

Pull Google Sheet rows now to refresh live metrics (including Asset Type) outside the daily schedule.

Fidelity Positions Snapshot

Upload the positions export (portfolio snapshot). Optionally set an as-of date if the filename does not include one.

Fidelity Trade History

Upload the activity/history export. Buys and sells will be added to the trade ledger.

BTC Purchase (Manual)

Enter a single BTC purchase (typical monthly flow).

BTC Purchases CSV

CSV headers: Purchase Date, Amount Purchased (BTC), Amount Purchased (USD), Purchased At (BTC/USD).