What this is
InvDash is a personal investment dashboard that aggregates your brokerage, retirement, banking, real estate, and debt accounts into a single net worth view. Holdings and prices update automatically; history is tracked over time.
Tabs
- 🏠 Main — A left sidebar lists every account by section (Banking, Investing, Property & Debt; Separate excluded) with subtotals, a Net Worth total, and an accounts-linked count. To its right: the net worth card with breakdown by group, a row of summary cards (Investing + Banking, Total Gains, US Equity + Tech, US + Intl Equity), and the Net Worth chart (current value plus decline from peak, with the min and max marked). Below, full width: three charts — Asset Allocation (holdings only), Asset Allocation including Property, and Top 10 Holdings.
- Accounts — The Net Worth breakdown sidebar (same as the home page) runs down the left, but here each row has a section dropdown to map the account to Banking, Investing, Property & Debt, or Separate (Separate is excluded from Net Worth). The right side is the full editor — rename accounts, change group, edit manual values, connect/disconnect, and add accounts.
- Holdings — Every position with ticker, name, quantity, price, avg cost/share, G/L, value, category, and account count. Stock and option positions appear — options show as the contract (e.g. AAPL $200 Call · exp 2026-01-17), valued with the 100× contract multiplier. Click the Ticker, Name, G/L, Value, or Category header to sort (within the Brokerage and Retirement sections; cash always stays last; click again to reverse, a third time to clear). Use the Accounts ▾ dropdown to view a single account or any combination of Brokerage/Retirement accounts. ↓ Yahoo CSV exports the list as a Yahoo Finance portfolio.
- Cash — Cash and money-market balances by account, with cents precision, beside the Net Worth sidebar. Figures are bold; negative balances show in red.
- History — Snapshot table showing Net Worth, Brokerage, Retirement, Property, Debt, and Alternatives by day, beside the Net Worth sidebar. One snapshot is recorded each time prices are updated. ↑ Import history loads the long-run history from the Quicken Net Worth reports (weekly 1997 – 1999 & Dec 2005 – 2024, daily Jan 2025 – Jun 2026; Quicken has no data 2000 – Nov 2005); the Net Worth chart on the Main tab has range buttons (1M–10Y, YTD, All) to zoom into any window.
- Markets — A Markets bar (editable via the pencil: up to 10 Yahoo Finance symbols in your order, shown in up to two rows; defaults to S&P 500 (shows the S&P 500 index during regular market hours, then S&P 500 futures when the market is closed, falling back to the index when futures are closed too), Russell 2000, Brent Crude, Bitcoin, Gold, VIX — each with an OPEN/PRE/AFT/CLOSED badge). Click a tile for an interactive price chart. Below, per-category cards list your holdings by category, each descending by value.
- Property — Reference detail on the two homes, with sub-tabs. Homewood and 515 26th St each show property details (Assessor IDs, square footage, lot, Assessor/Zillow links), valuation & cost basis (purchase, improvements, assessed-value history), and annual housing costs broken into Economic Cost (incl. depreciation & mortgage interest, excl. principal) and Cash Flow (incl. full mortgage, excl. depreciation). Homewood adds a net-sale estimate (capital gain), market-appreciation indices, and neighborhood comps; 26th St adds the full improvements ledger (cost-basis detail). Taxes is a per-property table of property taxes paid by year. This data is static reference (from the Financial Workbook + tax bills) and is not part of the Net Worth totals.
Summary cards
Row 1: Investing + Banking (all accounts excluding Property and Debt — i.e. the Investing and Banking sections combined, with change vs the prior trading day) · Total Gains (unrealized gain on Brokerage + Alternatives) · US Equity + Tech · US + Intl Equity (US Equity + Tech + Intl Equity combined).
The old Quicken Comparison and Accounts Linked cards now live in the left sidebar: the section subtotals (Banking / Investing / Property & Debt) are the Quicken comparison, and the accounts-linked count sits below Net Worth.
Connecting accounts
On the Accounts tab, click Manage ▾ to choose a connection method:
- Connect with Plaid — links Wells Fargo mortgage and banking accounts. Balances update automatically.
- Connect with SnapTrade — links Fidelity and Wells Fargo investment accounts. Positions and values update automatically.
- Enter manually — for property, debt, alternatives, or any account not supported by the automated connectors. Enter a name, group, and value; update the value whenever it changes.
Account groups
Each account is assigned to one of seven groups that roll up into the Net Worth breakdown: Brokerage, Retirement, Banking, Property, Debt, Alternatives, and Other. Change an account's group on the Accounts tab.
Updating prices
Click ↻ Prices (in the tab bar) to fetch the latest market prices for all holdings from Yahoo Finance, or ↻ Accounts to reload all accounts, balances & holdings from your linked accounts. While Accounts is loading, the spinner shows its progress — which institution it's on and how far along it is — so you can see it working. The timestamp shows when prices were last refreshed. Each update also records a net worth snapshot (shown on the dashboard chart and the History tab). Prices also refresh automatically on a weekday schedule while signed in. (Options keep their broker-supplied price — they aren't repriced from Yahoo.)
Showing & hiding the sidebar
The Net Worth sidebar appears on the Main, Accounts, Cash, History, and Markets tabs. Click ⬚ Hide sidebar in the tab bar to collapse it and give the tables full width; click ⬚ Show sidebar to bring it back. Your choice is remembered on this device.
Brokerage links
The Fidelity, Yahoo, and Wells Fargo links in the header open each site in a new tab — handy for jumping straight to your accounts or your Yahoo Finance portfolio. The Yahoo link's URL is editable under ☰ Manage → Links → Edit Yahoo link (syncs across your devices).
Total Gains card
Shows the unrealized gain on Brokerage and Alternatives accounts — current value minus cost basis. Requires either a SnapTrade/Fidelity CSV import or manually entered cost basis. The subtitle shows which accounts are included.
Privacy mode
Click the 👁 eye icon (in the tab bar, just before ↻ Accounts) to hide all dollar amounts — including the Net Worth chart and history table. Click again to reveal them. Useful when sharing your screen. You can also start a session with amounts hidden by adding ?blur=1 to the URL.
Sign in / Sync
Click Sign in (top right) to log in with your Netlify account. When signed in, your account data, settings, and history sync to your personal Dropbox (Apps/InvDash) and are accessible from any device — every save keeps a Dropbox file version you can roll back to. Logged out, the app shows cached data only and never downloads anything.
Handy tips
- The Net Worth card only appears when you have at least one manual account (property, debt, or alternatives) — it's designed to show total net worth beyond just investments.
- Click ↻ Accounts in the tab bar to reload all accounts, balances & holdings from your linked accounts without doing a full price update.
- History snapshots accumulate automatically — one per price update. Use ⊘ Clear history on the History tab only if you want to start fresh.
- Press Esc or click outside this window to close the guide.