Position Tracker

Supabase

Connection —

Last sync —

Positions —

Capital events —

Dividend events —

Polygon.io

Last fetch —

Live prices —

Cached prices —

Fetch errors —

Price Staleness

—

Total Invested

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Uninvested Cash

—

Total P&L (price + dividends)

—

P&L %

—

Active Positions

—

Quadrant Exposure

Load positions to see exposure.

Add Position

Ticker *

Entry Date *

Tranche

Entry Price *

Shares *

Quadrant

Notes

Entry Commission ($)

Positions Show inactive

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Total Deposited

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Total Withdrawn

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Total Dividends

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Net Capital

—

Capital Event

Date *

Type *

Amount *

Notes

Dividend Event

Date *

Ticker *

Amount Per Share *

Withholding Rate %

Default 15% for foreign ETFs · 0% for domestic

Shares Held

Gross Received

Net Received

Reinvested

Notes

Capital Events

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Dividend Events

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Transaction History All events · most recent first

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Performance

Total Return %

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True Return % Net of deposits

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Annualised Return %

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Best Position

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Worst Position

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Total Realised P&L Closed trades

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Closed Trades

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Quadrant Exposure

Load positions and prices to see exposure.

Position Concentration

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Dividend Income

Net Dividends Received

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Gross vs Net

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Est. Annual Yield

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Dividend Events

—

No dividend data.

Connection Status

Supabase — not tested

Supabase

Supabase URL

Publishable Key

Polygon.io

Secret Access Key

Portfolio

Initial Capital — baseline (AUD)

Sanity-check reference only. Live portfolio value is calculated from capital events + positions.

Database Setup — SQL Schema

Run the following SQL in your Supabase project's SQL Editor to create the required tables.

-- Positions table CREATE TABLE IF NOT EXISTS positions ( id uuid PRIMARY KEY DEFAULT gen_random_uuid(), created_at timestamptz NOT NULL DEFAULT now(), ticker text NOT NULL, entry_date date NOT NULL, entry_price float NOT NULL, shares float NOT NULL, quadrant text, tranche int, notes text, active boolean DEFAULT true, commission float DEFAULT 0, exit_commission float DEFAULT 0, exit_price float, exit_date date, realized_pnl float, holding_days integer ); -- Capital events table CREATE TABLE IF NOT EXISTS capital_events ( id uuid PRIMARY KEY DEFAULT gen_random_uuid(), date date NOT NULL, amount float NOT NULL, type text NOT NULL, notes text ); -- Dividend events table CREATE TABLE IF NOT EXISTS dividend_events ( id uuid PRIMARY KEY DEFAULT gen_random_uuid(), date date NOT NULL, ticker text NOT NULL, amount_per_share float NOT NULL, shares_held float NOT NULL, gross_received float NOT NULL, withholding_rate float DEFAULT 0, net_received float, reinvested boolean DEFAULT false, notes text ); -- Migration: add commission columns to positions (safe to re-run) ALTER TABLE positions ADD COLUMN IF NOT EXISTS commission float DEFAULT 0; ALTER TABLE positions ADD COLUMN IF NOT EXISTS exit_commission float DEFAULT 0; -- Migration: update dividend_events for withholding (safe to re-run) ALTER TABLE dividend_events RENAME COLUMN total_received TO gross_received; ALTER TABLE dividend_events ADD COLUMN IF NOT EXISTS withholding_rate float DEFAULT 0; ALTER TABLE dividend_events ADD COLUMN IF NOT EXISTS net_received float; -- Migration: add realised P&L tracking on position exit (safe to re-run) ALTER TABLE positions ADD COLUMN IF NOT EXISTS exit_price float; ALTER TABLE positions ADD COLUMN IF NOT EXISTS exit_date date; ALTER TABLE positions ADD COLUMN IF NOT EXISTS realized_pnl float; ALTER TABLE positions ADD COLUMN IF NOT EXISTS holding_days integer;