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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 !
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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).
Table shortcuts
These keys work when you're viewing tables of data (eg lists of accounts, securities, transactions etc)
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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
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Page last updated 2026-06-03 19:59:53