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Portfolio
Build: v0.9-portfolio-dashboard
Display currency
Portfolio Dashboard
Use All for combined metrics. Bonds are the main focus right now; equities are placeholders.
Overall Portfolio
Revenue + Risk (simple approximations)
Holdings (USD)
Edit & delete work.
| Holding | Type | MV (USD) | Annual Income (USD) | Actions |
|---|---|---|---|---|
| KSA 5.35% 2031 | Bond | $10,300,000 | $535,000 | |
| UST 4.50% 2029 | Bond | $4,962,500 | $225,000 | |
| Apple Inc. | Equity | $380,000 | $1,900 |
Notes: Combined view filters by currency. Next: FX conversion + persistent storage.