PortfolioUp

Documentation

Complete guide to using PortfolioUp for tracking and managing your investments.

Getting Started

Welcome to PortfolioUp! This documentation will help you get started with tracking and managing your investment portfolio.

Creating Your First Portfolio

To create your first portfolio:

  1. Sign up for a free account using your email or Google account
  2. Click on "Create Portfolio" in the dashboard
  3. Give your portfolio a name and select your base currency
  4. Start adding your assets

Adding Assets

You can add various types of assets to your portfolio:

  • Stocks: BIST and US stocks with real-time price tracking
  • Cryptocurrencies: Major cryptocurrencies and tokens
  • ETFs: Exchange-traded funds
  • Mutual Funds: Investment funds
  • Cash: Cash positions in different currencies

Portfolio Management

Tracking Performance

PortfolioUp automatically tracks your portfolio performance with:

  • Real-time valuation updates
  • Total return calculations
  • Performance metrics and analytics
  • Historical performance charts

Transactions

Record all your investment transactions:

  • Buy and sell transactions
  • Dividend payments
  • Cash deposits and withdrawals
  • Automatic transaction history tracking

Analytics & Benchmarking

Performance Analytics

Get detailed insights into your portfolio performance:

  • Return on investment (ROI) calculations
  • Asset allocation breakdown
  • Risk metrics and volatility analysis
  • Timing efficiency metrics

Benchmarking

Compare your portfolio performance against:

  • Market indices (S&P 500, BIST 100, etc.)
  • Custom benchmark portfolios
  • Historical performance comparisons
  • Risk-adjusted return metrics

API & Integration

PortfolioUp provides a comprehensive API for developers to integrate portfolio tracking into their applications.

For API documentation and access, please contact our support team.

Support

Need help? We're here for you: