Track a portfolio
Portfolio tracking in the audited version: records you maintain, not a brokerage connection.
Version & evidence label Verified against TradeFlows source dmitriy718/tradeflows-pro@2e5540a (2025-12-16); evidence: stage-16 source audit, 2026-09-17. Source-level verification only — the deployed app at app.tradeflows.net is unverified (deployment status unverified; origin answered 522 (origin unreachable) on 2026-09-17).
Covers: Portfolio tracking (verified in source). Steps are written at the level the audit verified — the feature exists in the pinned source. Exact labels in a running app may differ; if they do, stop and see troubleshooting.
Steps
- Open the portfolio tracking view in the app. The audited source includes a portfolio tracking feature alongside charts, watchlists and computed indicators. Expected result: A place that lists holdings you have entered.
- Enter positions as records. Because the audited source has no brokerage connection of any kind — no order routes, no account-linking — positions are records you type, valued against market data the app reads. Expected result: A tracked list that reflects what you entered, updated against read-only market data.
- Reconcile against your real statements yourself. A tracked record can drift from reality the moment you trade and forget to update it; the app cannot know. Treat the tracked view as a notebook, not a statement. Expected result: No surprise: the tracked view is only as current as your last edit.
Not covered by this guide (verification pending)
- Any import of positions from a file or broker — no import format was verified in the audit. Verification pending; do not upload brokerage statements anywhere expecting an import.
Related
- Set up a watchlist
- Understand what a computed signal is
- Practice the data → chart → indicator workflow in the lab
Guide didn't match what you saw? Open a support request — mention this guide's name and the version label above.