Your budget, accounts, and data stay under your control.

Use these for day-to-day money movement such as salary, shopping, bills, and transfers. These accounts are usually the main source for budget and cash flow analysis.

Track balances in USD, EUR, or other currencies separately. The app converts total assets into your selected base currency using the relevant exchange rate. Historical views use rate data for that period, while current views can use live or latest available rates.

Track assets such as gold or silver with quantity and cost information. Quantity and multiplier details are preserved at transaction time, so gram, quarter, or other definitions can be normalized into total quantity. Cost views reflect recorded purchase cost, while live views help interpret current market value.

Keep money you owe or expect to receive separate from everyday cash accounts. Payments or collections change the remaining amount, and the effect on total assets remains readable as debt or receivable impact.

Track installments and remaining debt. Loan entries behave like a payment plan; the remaining liability decreases as installments are paid. Reminder settings can help with payment dates.

1. Cash entry means money transferred into the brokerage account. It is not a stock purchase; it tracks broker cash that can later be used for trades.
2. Buy transactions create quantity and cost for a symbol. Average cost is calculated from the cost carried by the open lots.
3. Sell transactions remove sold lots from the position. Sale proceeds do not directly push open position cost negative; the carried cost of the sold lot leaves the position.
4. Transfer entries help keep portfolio movement separate from cash movement. Broker cash, lot movement, and total cost are not treated as the same concept.
5. Live quotes show current market value when available; cost-based records still come from the transaction ledger.

Use a cash entry when money is transferred into the brokerage account. It shows available broker cash before or after trades. For example, if you deposit 20,000 TRY and do not buy anything yet, you have cash balance but no stock lots.

A buy transaction records symbol, quantity, price, and commission when available. Gross value is quantity times price; commission is included in the cost carried by the open position. Average cost is read from the cost carried by the remaining open lots.

Sale proceeds matter for profit/loss, but they are not open position cost. When you sell, only the carried cost of the sold lots leaves the position. This prevents remaining lot cost from becoming negative after a high-price sale.

Transfer-based cost tracks capital movement into the stock account. Broker cash shows available cash after trades. Keeping them separate helps read invested capital, available cash, and open position value without mixing them.

Live quotes show current market value for open lots. The cost ledger still comes from historical buy/sell records. Cost, market value, and profit/loss should be interpreted as separate signals.

Currency balance is stored in its own currency. When total assets are shown in the base currency, the relevant exchange rate is used. Historical month views should use rate data near that period; current views can use live or latest available rates.

The account balance comes from your transactions. Rate movement changes its base-currency equivalent. Your currency amount can stay the same while total asset value rises or falls because the rate changed.

Commodity transactions preserve form and multiplier details. Gram, quarter, or other definitions can be normalized into a canonical quantity. Cost comes from your recorded purchase data; live value comes from market price.

Cost is what you recorded at purchase time. Live value is the estimated current market equivalent using today's commodity price and currency rate. The difference helps read how the position moved.

Monthly asset detail shows how account balances and asset groups are formed for the selected period. Bank and cash values come from transactions, currency and commodity values use relevant rate or price data, and stock accounts combine cost and live portfolio context.

Historical month views use records and rate or price data for that period. Current views can use live or latest available market data. Because of this, cost-based value and live market value do not have to match.

For the selected month, bank/cash transactions, currency balances, commodity costs, debt/receivable effects, loan liabilities, and stock account state are evaluated together. The goal is to explain which components form your financial position at the end of that period.

Live view emphasizes current values for market-linked items such as currencies, commodities, and stocks. Group share, cost versus market value, and change indicators are easier to read there.

The 30-day comparison is for short-term movement: recent portfolio direction, market effects, or cash flow impact. Yearly comparison gives the bigger picture: asset growth, seasonal movement, and long-term trend.

If the base currency moves sharply, reading total assets only in that currency can be misleading. Comparing against gold, USD, or EUR helps understand whether the portfolio is preserving value in different reference units.

The live view separates the total portfolio by account groups and shows each group's share. For currency, commodity, and stock items, it helps compare current value with recorded cost.

Trend panels help you see portfolio change over the last 30 days or a longer period. The 30-day view is useful for short-term movement, while yearly comparison is better for broader direction.

You may want to read total assets in references other than your base currency. Viewing the portfolio in gold, USD, or EUR terms can reduce the noise of local currency movement. It is a comparison tool, not investment advice.

Cost comes from your transaction ledger. Market value comes from live or latest available prices. Keeping them separate helps you understand both invested capital and current portfolio view.