<aside> 💰 WealthOS Lite — a simple, manual portfolio and budget tracker. Everything lives in the two databases below. Duplicate this template and start entering your own holdings.

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Quick start

  1. Open the Portfolio page — delete the sample rows and add your own assets.
  2. Open the Budget page — log income and expenses as they happen.
  3. Update Current Value on your Portfolio rows whenever prices change (Gain/Loss and Return % auto-calculate).