Configure connection in Settings, then fetch data.
Ticker → Asset Class Mappings
Auto-classified entries were assigned by the rule engine when first seen.
Confirmed entries have been manually set and won't be overwritten.
Changes save immediately on selection.
No mappings yet — fetch data first.
No positions yet — fetch data first.
Enter balances by asset class for accounts you're updating by hand (e.g. while Trading 212 auto-fetch isn't connected).
Saving creates a new snapshot dated now — the dashboard always shows the most recently saved snapshot per account,
whether it came from auto-fetch or manual entry, and every save is kept in the database permanently.
Loading accounts…
Worker Connection
Enter the URL of your deployed Cloudflare Worker and the DASHBOARD_API_KEY secret you set.
These are stored in your browser's
localStorage only — never sent anywhere except to your Worker.
Account Labels
Account IDs and labels are defined in schema.sql and seeded into D1 when you run the schema.
To rename accounts, edit the
INSERT statements in schema.sql and re-run it,
or use npx wrangler d1 execute retirement-db --remote --command "UPDATE accounts SET label=… WHERE id=…".
Secrets Reference
Set each secret with:
DASHBOARD_API_KEY — any strong random string you choose
T212_KEY_owen_isa — Trading 212 API key for Owen's ISA account
T212_SECRET_owen_isa — Trading 212 API secret for Owen's ISA account
T212_KEY_owen_invest — Trading 212 API key for Owen's Invest account
T212_SECRET_owen_invest — Trading 212 API secret for Owen's Invest account
T212_KEY_wife_isa — Trading 212 API key for wife's ISA account
T212_SECRET_wife_isa — Trading 212 API secret for wife's ISA account
T212_KEY_wife_invest — Trading 212 API key for wife's Invest account
T212_SECRET_wife_invest — Trading 212 API secret for wife's Invest account
Accounts without secrets are silently skipped during fetch.
npx wrangler secret put SECRET_NAMEDASHBOARD_API_KEY — any strong random string you choose
T212_KEY_owen_isa — Trading 212 API key for Owen's ISA account
T212_SECRET_owen_isa — Trading 212 API secret for Owen's ISA account
T212_KEY_owen_invest — Trading 212 API key for Owen's Invest account
T212_SECRET_owen_invest — Trading 212 API secret for Owen's Invest account
T212_KEY_wife_isa — Trading 212 API key for wife's ISA account
T212_SECRET_wife_isa — Trading 212 API secret for wife's ISA account
T212_KEY_wife_invest — Trading 212 API key for wife's Invest account
T212_SECRET_wife_invest — Trading 212 API secret for wife's Invest account
Accounts without secrets are silently skipped during fetch.
Danger Zone