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 or clear history here.
- 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 futures, Russell 2000, Brent Crude, Bitcoin, Gold, VIX — each with an OPEN/PRE/AFT/CLOSED badge, plus a Yahoo Finance link). Click a tile for an interactive price chart. Below, per-category cards list your holdings by category, each descending by value.
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 + Add account ▾ 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 Plaid/SnapTrade. 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 ↻ Holdings to reload balances from Plaid/SnapTrade. 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, and History 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 and Wells Fargo links in the header open each brokerage's site in a new tab — handy for jumping straight to your accounts.
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 (top right, in the header) to hide all dollar amounts — including the Net Worth chart and history table. Click again to reveal them. Useful when sharing your screen.
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 ↻ Holdings in the tab bar to reload all balances from Plaid/SnapTrade 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.