DEV Community

Cover image for Today’s ship: Mock-Trade Lab, 5-min CSV Import, and bulletproof Price Fallbacks
Pocket Portfolio for Pocket Portfolio

Posted on

Today’s ship: Mock-Trade Lab, 5-min CSV Import, and bulletproof Price Fallbacks

Quick one from me. We pushed three things live today that make Pocket Portfolio immediately useful the moment you land.

1) Mock-Trade & Scenario Lab (live)

What: Add/remove positions, tweak size/price, and watch totals change — without touching your real P/L.

Why it’s useful: sanity-check ideas (hedge, rebalance, scale-in) before you commit. It’s the “are we sure?” button.

How: open the app → Add Mock Trade → try TSLA +2 @ 260. Your real totals stay untouched, scenarios are clearly labeled.

2) 5-minute CSV import (with samples + error report)

What: Drag-drop a broker CSV; we normalize it and show a clean portfolio. Comes with sample CSVs and a Download error report if a row fails.

Why it’s useful: no broker hookups, no paywalls — just get your data in and move on.

How: Menu → Import CSV → use a sample (eToro / Coinbase / Generic) or your own. If a row trips, download the error CSV and paste a redacted line in the comments — we’ll add the mapping.

3) Resilient price fallbacks (equities, FX, crypto)

What: Client → edge design with provider rotation and caching. If one endpoint blinks, we fail over.

Why it’s useful: fewer “0.00” moments, snappier updates, and more trustworthy P/L.

How: nothing to configure; just… works. You’ll see steady quotes across stocks, FX and crypto.


Try it now

App → https://www.pocketportfolio.app/app?utm_source=devto&utm_medium=post&utm_campaign=today-ship

Repo → https://github.com/PocketPortfolio/Financialprofilenetwork

Your turn (I’ll respond today)

  • Share a redacted CSV row if your import failed — we’ll ship a mapping.
  • Tell me the one scenario you model before you hit “Buy/Sell.” I’ll add it to the Mock-Trade presets.

Building in public means shipping small, useful slices daily. If you want to help, grab a good first issue in the repo and comment /claim — I’ll pair with you.

Top comments (0)