Public docs

Public documentation

User-facing guides for getting value from AKSJENET. Admin-only system, cron, integration, and operational notes belong in the admin docs section.

Getting started

Create your first portfolio

Create a portfolio, add transactions, choose currency, and run the evaluator with clean input data.

Getting started

Import broker history

Use broker exports to build holdings, cash flow, dividends, fees, and historical performance faster.

Core workflows

Portfolio overview

Read value, cost, return, sectors, allocation, day change, benchmark, and portfolio health correctly.

Analysis

Evaluator guide

Understand score, confidence, exposure plan, weak holdings, sector context, and replacement ideas.

Core workflows

Accounting and tax

Learn how transactions, cash ledger, tax account type, dividends, and yearly tax inputs work together.

Analysis

Model portfolios

Understand model runs, holdings, history, accounting, comparison views, and how to use model portfolios as research.