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finance module

Portfolio Tracker

Track investment portfolios with holdings, P&L, allocation charts, and optional community sharing.

Enable it: go to Admin → Module Store, find Portfolio Tracker, and toggle it on. Requires the Growth plan or higher.

Read the full how-to guide →

Required tier

Growth plan or higher · roles: member

Pages added

/portfolio/portfolio/holdings/portfolio/add/portfolio/performance

Tags

#portfolio#investments#stocks#crypto#allocation

Data

No dedicated table — this module is a calculator or uses shared/external data.

Reference generated from the module manifest. Tier, pages and data reflect the live code.