User Guide¶

Welcome to the AssetFlow User Guide. Whether you're just getting started or looking for details on a specific feature, you'll find everything here.

New to AssetFlow?¶

Start here

Head to Getting Started for installation, a tour of the app, and then follow the Quick Start to set up your first portfolio snapshot.

Section	What you'll learn
Dashboard	Your portfolio at a glance — summary cards, charts, and performance
Performance Metrics	What Growth Rate, Modified Dietz, TWR, and CAGR mean
Snapshots	Creating, editing, and managing portfolio snapshots
Assets	Tracking individual investments and value history
Categories	Organizing assets and setting target allocations
Platforms	Managing brokerages and custodians
Cash Flows	Recording deposits and withdrawals
Rebalancing	Calculating what to buy or sell to reach targets
Import CSV	Bulk importing assets and cash flows

Page	Description
Preferences	Currency, date format, and import defaults
Security	App lock and authentication
Backup & Restore	Exporting and restoring your data
CSV Format	CSV column specifications and examples
Currencies & Exchange Rates	Supported currencies and how rates work
Keyboard Shortcuts	Quick reference for shortcuts