Assets

**Assets** is a powerful self-managed wealth management tool that helps you: ** Unified management ** -Track all investment accounts (pensions, stocks, cryptocurrencies, etc.) in one place ** Real-time prices ** -Automatically get the latest asset prices through Yahoo Finance API ** Automatic conversion ** -All assets are automatically converted to your base currency ** Performance Analysis ** -Visualize chart showing portfolio performance ** Privacy and security ** -Fully self-hosted, data stored on your own server **API First ** -Provides a complete REST API that can be integrated with other tools default login - ** User name **: `admin` - ** Password **: `admin` ###Three steps to get started 1. ** Log in to the app ** → Log in using the default account 2. ** Create a portfolio ** → Click "Create Portfolio" to create the first portfolio 3. ** Add Assets ** → Click on "[+] Asset" to add your first investment Assets gets real-time prices through the Yahoo Finance API, so you must use the correct asset code. ####Operation steps 1. ** Enter the portfolio ** - Click on the portfolio you just created - Find the "[+] Asset" button 2. ** Click Add Asset ** - The Asset Add dialog box will pop up - There are three fields to fill in 3. ** Fill in asset information *** Key steps ** ** Method 1: Use Lookup to search (recommend novices)** ``` Step 1: Click the "Lookup" drop-down box Step 2: Enter the company name, such as "Apple" Step 3: Select from the list, Name and ticker will be automatically filled in Step 4: Click OK ** Method 2: Fill in manually (suitable for users who know ticker code)** ``` Name: Apple ← Display the name, you can write it at will ticker: AAPL ← Must be the real code of Yahoo Finance Quantity: 10 ← Number of shares held Buying price: 150.00 ← Optional, used to calculate revenue ``` 4. ** Preservation of assets ** - Click the "OK" button - The app will automatically get the current price - Wait a few seconds and the price will appear in the list