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kelly-invest-webull

Aggregates a personal Webull brokerage account into a local read-only portfolio dashboard: holdings, cost basis, market value, unrealized P/L, day change, and allocation by asset type. Read-only — it never places or cancels orders.通过 Webull OpenAPI 把个人券商账户聚合成本地只读投资组合 dashboard:持仓、成本、市值、未实现盈亏、当日涨跌和按资产类别的配置。只读——绝不下单或撤单。

When to use it什么时候用

Use it when reviewing personal investments, positions, portfolio value, unrealized gains, cash, or asset allocation synced from Webull OpenAPI.查看个人投资、持仓、组合市值、未实现盈亏、现金或资产配置时使用。

Overview
OverviewPortfolio command desk with market value, unrealized P/L, day change, cash, an allocation-by-asset-type donut, and top day movers.
总览投资组合操作台,显示市值、未实现盈亏、当日涨跌、现金、按资产类别的环形配置图和当日涨跌榜。
Positions
PositionsSortable holdings table across symbol, asset type, quantity, average cost, last price, market value, unrealized P/L, and portfolio weight.
持仓可排序的持仓表,含标的、资产类别、数量、平均成本、现价、市值、未实现盈亏和组合权重。
Accounts
AccountsPer-account view (cash and margin) with net liquidation, total cash, buying power, and the positions held in each account.
账户按账户(现金/融资)显示净清算价值、现金、购买力,以及每个账户下的持仓。
Position detail
Position detailSingle-symbol view with cost basis, market value, unrealized P/L and percentage, day change, weight, and holding account.
标的详情单个标的视图,显示成本、市值、未实现盈亏及百分比、当日涨跌、权重和所属账户。