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Luca Dashboard
Overview
Suggestions
Finances
Net worth & assets over time
Holdings & returns
Live prices
Positions
Holding
Units
Price
Value (NZD)
Day
Gain / loss
Add / edit a holding
Live prices come from Yahoo Finance via your site's /api/prices function. Use the market ticker (BRN.AX for ASX, plain ticker for US). Units & cost are seeded from your Sharesies export — update them when you buy or sell. Adding an existing ticker overwrites it. NZD totals convert at live FX, so the total-gain % is approximate when currencies move.
Asset allocation (latest)
Share portfolio
Auto-invest · target allocation
Where your weekly money goes
Portfolio tips
Auto-invest plan
Target allocations only — no live prices, nothing to maintain. Edit any field and hit Save. Percentages in each order should add to 100%.