User Guide

Documentation

Learn how to use Abacus Investment Tracker's key features step by step.

Edit Your Profile
  1. 1
    Go to the Profile page from the main menu or dashboard.
  2. 2
    Edit your display name and other profile details as needed.
  3. 3
    Click Save to update your profile information.
Import Investments/Transactions
  1. 1
    Navigate to the Investments section.
  2. 2
    Click the Import Transactions button.
  3. 3
    Upload your CSV file with your investment transactions. Date column should be in DD/MM/YYYY format.
  4. 4
    Review the imported data and confirm to add it to your portfolio.
Add Buy/Sell Orders
  1. 1
    Go to the Investments section and select an investment.
  2. 2
    Click Add Buy or Add Sell button.
  3. 3
    Enter the Invested amount, Price Per Unit value and Date of the transaction.
  4. 4
    Click Save to add the transaction to your portfolio.
View Analytics
  1. 1
    Access the Dashboard to view portfolio overview and charts.
  2. 2
    Use the Portfolio Chart to see asset allocation and performance.
  3. 3
    Check individual investment details for specific analytics.
Currency Settings
  1. 1
    Go to your Profile settings.
  2. 2
    Select your preferred currency (EUR, USD, or GBP).
  3. 3
    All portfolio values will be automatically converted and displayed in your chosen currency.