Frequently Asked Questions

Common questions about using FI Tracker.

General

What assets can I track?

FI Tracker supports:

• Cryptocurrency: Bitcoin, Ethereum, and other digital assets
• Equities: Stocks and ETFs
• Cash: Bank accounts and money market funds
• Private Equity: Private investments and alternative assets
• Retirement Accounts: 401k, IRA, and other tax-advantaged accounts

How often are prices updated?

• Crypto prices: Real-time from CoinGecko API
• Equity prices: Updated via yfinance
• Manual update: Click "Update Prices" button anytime

Is my data secure?

Yes! Your data is:

• Stored locally in a SQLite database
• Protected by user authentication
• Never shared with third parties
• Only you have access to your portfolio

Transaction Chat

How does the AI understand my transactions?

The Transaction Chat uses OpenAI GPT to parse natural language. It:

• Extracts transaction details from your text
• Asks clarifying questions for missing information
• Maintains conversation context
• Falls back to pattern matching if AI is unavailable

What if the AI misunderstands me?

• Use the Rollback button to undo any transaction
• Try being more specific with amounts and prices
• Use the quick action examples as templates
• Switch to the Manual Form tab if needed

Transactions

Can I edit or delete transactions?

Currently, you can:

• Rollback: Undo a transaction (reverses the portfolio impact)
• Future update will add full edit capability

What's the difference between rollback and delete?

• Rollback: Marks transaction as cancelled, preserves history
• Transaction stays in database but doesn't affect portfolio calculations

Cost Basis

Why track cost basis?

Cost basis tracking provides:

• Accurate unrealized gain/loss calculations
• Tax reporting information
• Performance analysis by purchase
• FIFO/LIFO lot tracking

Do I need to add every purchase?

For accurate results, yes! Add all purchases to get:

• Correct average cost basis
• True unrealized gains/losses
• Complete purchase history

See Also

• Track Transactions
• Transaction Guide
• Asset Management