CSV · DuckDB · file storage
Portfolio ledger persisted as CSVs. Each request spins up in-memory DuckDB, materializes the files, and runs SQL — no database server.
Aggregated from transactions.csv with optional prices.csv.
| Ticker | Qty | Avg cost | Cost basis | Price | Value | P&L |
|---|---|---|---|---|---|---|
| AAPL | 15 | $181.22 | $2,718.25 | $210.00 | $3,150.00 | $431.75 |
| MSFT | 3 | $400.20 | $1,200.60 | $425.00 | $1,275.00 | $74.40 |
| VOO | 3 | $480.00 | $1,440.00 | $505.00 | $1,515.00 | $75.00 |