*** ### What problem I want to solve? Every time I want to analyze my [[Finance & Markets Glossary#^da36d2| investment portfolio]] performance, I create or update (depending on whether next month has started or not) a Google sheet manually, copying/pasting the info from the [[Finance & Markets Glossary#^961376| brokerage accounts]] I used to buy [[What securities are | securities]]. I want to build a [[Why a desktop application | desktop application]] to automate this process as much as possible. ### What is are goals? - Automating my Investment Portfolio synchronization process. - Constructing a dashboard to analyze my Investment Portfolio performance in timeframes. - Creating an Investor Toolkit to assist me when I need to: - Rebalance my portfolio. - Buy more participations. - Evaluate taxes monitoring capital gains. - Convert [[Finance & Markets Glossary#^cf22cc| current market value]] to another currency unit.