Market Data
Update Current Prices

Fetches the latest market price for all active securities.

Backfill Historical Prices

Fetches and stores historical daily closing prices for all securities.

Mode:
Backfill FX Rates

Fetches historical exchange rates for all currency pairs in your portfolio.

Mode:
Portfolio Calculation
Revalue Portfolio (Full)

Recalculates all transaction and dividend values in the reporting currency. Required after changing settings.

Update Rolling P&L

Calculates daily portfolio performance. Choose to fill gaps only or recalculate from scratch.

Mode:
System
Backup Database

Creates a JSON dump of the database for backup purposes.

Reset Data

WARNING: Irreversibly deletes ALL data (Portfolios, Transactions, etc.).

Populate Demo Data

Replaces all portfolios, securities, transactions, and related data with sample demo data from Yahoo Finance.

Scheduled Jobs
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