Portly - shortcuts.html

General info

Exploring the Portly GUI

Miscellaneous topics

Portly was hand-written by humans (me, specifically) with minimal AI input. For the moment, at least, I believe that nothing beats good old-fashioned human craftsmanship !

Chart shortcuts

The following keys can be used to quickly launch charts from many screens of the app. Note that the exact behaviour may depend on how many items you have selected (remember that you can select multiple items by holding down CTRL while left-clicking).

vvaluation chartshows the market value of the selected position(s) over time
ttotal returns chartshows the absolute growth of your position (capital gains plus income)
ggrowth chartShows the percentage growth of your position (capital gains plus income)
aallocations chartshows valuation of selected positions, expressed as % of entire portfolio
ccashflows bar chartshows all cash movements in and out
ddividends bar chartshows all dividend income & any other distributions
bbucketed returns bar chartshows total returns, grouped by time bucket
pprice chartfor individual securities, shows the unit price
qquantity chartfor individual securities, shows the total amount owned

Table shortcuts

These keys work when you're viewing tables of data (eg lists of accounts, securities, transactions etc)

ENTERShow more detail
INSadd a new row
DELdelete the selected row(s)
ctrl-Ccopy selected rows to the clipboard
ctrl-Aselect all rows (also works on the heatmaps to select all regions)
sIn the position browser, this toggles between security-level view

Gallery

The summary screen gives an at-a-glance overview of your portfolio's performance. To read more about it, click here

This plot shows the changing composition of a portfolio over time. It uses user-defined groups to organise the assets into different classes.

A scatter plot, showing how the daily moves of one security (QQQ) relate to the daily moves of another (SPY)

A chart showing the growth of two securities over the past year

A histogram showing the daily returns of two securities, overlaid

A bar chart showing the dividend history of two securities

Page last updated 2026-06-03 19:59:53