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πΉ TL;DR:
Kore runs on a managed cloud backend, not on your device. Your data lives in a Postgres database protected by row-level security β only you can read or write your own records β and all portfolio math runs on the server. An offline cache keeps the app usable without a connection.
Kore uses a client-server architecture: your transactions and portfolio records are stored in a managed Postgres database, and every calculation β cost basis, P&L, risk metrics β runs on Kore's backend, not in your browser. Row-level security scopes every query to your own account, so no other user can ever read or write your data.
When you open the terminal, here is what happens: the frontend requests your positions from the backend API β the server computes your P&L, allocation, and risk metrics with fixed-point decimal math β the results come back as JSON and render on screen. If you lose your connection, a local cache (IndexedDB) keeps showing your last-synced data and queues any new trades until you're back online.
Cost basis, P&L, and risk metrics are computed on Kore's backend using fixed-point decimal math β never approximate floating-point arithmetic in the browser.
Every row in the database is scoped to its owner. Database-level policies enforce that you can only ever read or write your own transactions and positions.
Storage: Supabase Postgres is the source of truth, with row-level security scoping every row to its owner. IndexedDB is a local write-ahead-log used only as an offline cache β not the primary database.
Engine: Portfolio math (cost basis, P&L, FX conversion) runs server-side in the Express API using Decimal.js for fixed-point precision. Numeric values are serialized as strings across the API boundary.
Sync: While offline, new writes queue in a local outbox and replay to the backend automatically once the connection returns.
πΉ TL;DR:
Most apps tell you "you're up 15%." Kore tells you why β which asset, in which currency, against which benchmark, and how much of it was luck vs. skill.
Kore is built on three pillars:
Every number you see has a formula behind it. You can always open Geek Mode to see exactly how a metric is calculated β no black boxes.
Your data is yours. Kore never connects to your broker or asks for its password: you decide what to upload, and you can delete everything at any time.
Institutional-grade calculations: WAC cost basis, multi-currency P&L, Monte Carlo simulations. The same tools used by hedge funds, now accessible to individual investors.
πΉ TL;DR:
Kore measures everything in USD. If you buy in a local currency (ARS, BRL, EUR), the system locks in the USD equivalent at the moment of purchase. This way you always know your real return in a stable unit.
Imagine you invest in a European stock and it rises 10% in euros. Sounds good. But if the euro weakened against the dollar over the same period, your real result can be flat β or even negative. A single-currency tracker would show you a green +10%. Kore shows you the truth.
When you log a buy transaction, Kore records the asset price and the exchange rate at that exact moment. From that point forward, the position's performance is tracked in USD regardless of what happens to the local currency.
Example
You buy 10 shares of a European company at β¬100 each. Exchange rate: 1 USD = 0.90 EUR.
β Recorded cost basis: USD 111.11 per share / USD 1,111.11 total
Six months later: the shares are at β¬110, but now 1 USD = 1.00 EUR.
β Current value: USD 110.00 per share / USD 1,100.00 total
β Performance: -1% in USD (even though in euros you're "up" 10%)
Each transaction is frozen with the spot exchange rate at execution time (CCL for Argentina-denominated assets).
KoreUSD_cost = ARS_total / FX_rate_t0
All subsequent P&L is calculated as: (current_price_USD - USD_cost) * quantity. The local currency is never used again after the initial conversion.
πΉ TL;DR:
Kore uses the WAC method (Weighted Average Cost). Every time you buy more of an asset, your average cost per unit is recalculated. This is the industry standard for multi-entry positions.
Say you're building a position in AAPL over three purchases:
| Date | Shares | Price | Avg Cost (WAC) |
|---|---|---|---|
| Jan 1 | 10 shares | $150.00 | $150.00 |
| Mar 15 | + 10 shares | $200.00 | $175.00 |
| Jun 30 | + 5 shares | $180.00 | $176.00 |
Your cost basis is now $176.00 per share. If AAPL trades at $210, your unrealized gain is $34/share Γ 25 shares = $850.
When you sell a portion of a position, the WAC does not change. The cost basis remains $176 for your remaining shares. What changes is the quantity β and Kore books the realized P&L for the sold shares at that WAC.
FIFO (First In First Out) uses the cost of your oldest shares when you sell. WAC uses the blended average of all shares. WAC better reflects the true average deployed capital and is the standard in professional asset management.
WAC = Ξ£(Qty_i Γ Price_i) / Ξ£(Qty_i)
Realized P&L on sell: (Sell_price - WAC) Γ Qty_sold
πΉ TL;DR:
Kore tracks your cash like a personal accountant. Every buy reduces your available balance; every sale increases it. Your cash position is always part of your total portfolio value.
Start by depositing your initial cash into the terminal. From that point, every transaction is automatically reflected:
You don't need to. If a purchase needs more cash than Kore has on record, Kore assumes you brought in new money for it and counts it as a contribution, so your return (XIRR) stays correct.
Real brokers sometimes have rounding differences, corporate actions, or fees that aren't perfectly captured. Open the Audit from your user menu to set your actual cash balance to match your broker statement. The adjustment is recorded as a deposit or withdrawal and doesn't change any position's cost basis.
πΉ TL;DR:
Split your investments into separate portfolios β long term, trading, retirement β and see each one on its own or all of them together. Free has one portfolio; Pro up to ten.
πΉ TL;DR:
Don't enter your entire trade history by hand. CSV/Excel import reads your broker's export automatically and is available on every plan. Free keeps your full history and tracks up to 10 open positions; Pro has no limit.
If your broker isn't in the native importer list, you can use the Kore Standard Template: a CSV with 11 fixed columns that the system reads directly. You can also download the blank template from the import panel.
| Date | Type | Ticker | Quantity | Price | Currency | FX Rate | Fees | Account | Category | Ratio |
|---|---|---|---|---|---|---|---|---|---|---|
| 2023-01-01 | DEPOSIT | USD | 100000 | 1 | USD | 1 | 0 | Main Wallet | Cash | 1 |
| 2023-01-15 | BUY | AAPL | 1000 | 4200 | ARS | 350 | 45 | Local Broker | CEDEAR | 15 |
| 2023-02-10 | DIVIDEND | AAPL | 1 | 280 | ARS | 375 | 0 | Local Broker | CEDEAR | 15 |
| 2023-01-20 | BUY | BTC | 1 | 21000 | USD | 1 | 20 | Hard Wallet | Crypto | 1 |
| 2023-03-30 | STAKING | ETH | 0.15 | 1850 | USD | 1 | 0 | Hard Wallet | Crypto | 1 |
| 2023-07-01 | WITHDRAW | USD | 2000 | 1 | USD | 1 | 0 | Main Wallet | Cash | 1 |
Format YYYY-MM-DD. E.g.: 2024-03-15
BUY Β· SELL Β· DEPOSIT Β· WITHDRAW Β· DIVIDEND Β· SPLIT Β· COUPON Β· STAKING
Asset symbol. For cash deposits/withdrawals use the currency code: USD, ARS, BRL.
Number of units (always positive). For DEPOSIT/WITHDRAW it's the cash amount in the ticker's currency.
Unit price in the transaction's currency (Currency column). For cash use 1.
Currency in which the price is expressed: USD, ARS, BRL, EUR, etc.
Exchange rate of Currency β USD on the transaction date. If Currency = USD, use 1. For ARS: how many ARS equaled 1 USD that day.
Commissions in USD. Use 0 if none.
Free-text account or broker name: Binance, Main Wallet, Local Broker, etc. Used to filter by account in the dashboard.
Stock Β· ETF Β· Crypto Β· Bond Β· Cash Β· Stablecoin Β· CEDEAR Β· Fund
CEDEAR conversion ratio β how many certificates equal 1 underlying US share. Examples: AAPL = 20, NVDA = 120, GOOGL = 58. For all other assets, use 1.
Tip: Kore doesn't require USD values in the CSV. Enter the price and currency exactly as shown in your broker (ARS, BRL, EUR), and use FX Rate to indicate what that currency was worth in USD that day. The system converts everything internally.
Kore handles all major asset classes in a single portfolio view. Each type has specific logic for pricing, currency conversion, and P&L calculation:
US stocks, international ADRs, and ETFs. Prices in USD via NYSE/NASDAQ feeds. Dividends and corporate actions are tracked.
Foreign company shares listed locally in ARS. Kore applies the conversion ratio automatically and translates to USD at the CCL rate. Example: AAPL CEDEAR has a 20:1 ratio (20 CEDEARs = 1 AAPL share).
BTC, ETH, and major altcoins, priced from global market data. Stablecoins (USDT, USDC) are tracked at face value as near-cash.
Multi-currency cash balances (USD, ARS, EUR, BRL). Included in total portfolio value and allocation charts. Helps calculate your true buying power at any time.
πΉ TL;DR:
CEDEARs are foreign company shares that trade locally in ARS. Each CEDEAR has a ratio that defines how many local certificates equal one original share. Kore handles all this math automatically.
A CEDEAR (Certificado de DepΓ³sito Argentino) is a deposit certificate that represents ownership of a foreign share β for example, Apple (AAPL) or Google (GOOGL) β but traded on the local market in Argentine pesos. It lets you invest in US companies without needing a foreign brokerage account.
Each CEDEAR has a fixed ratio set by the issuing bank. For example, if AAPL's ratio is 20:1, you need 20 AAPL CEDEARs to represent 1 actual AAPL share. This ratio affects the price per CEDEAR: if AAPL trades at $200 USD and CCL is 1,000, then 1 AAPL CEDEAR should trade around ARS 10,000 (200 / 20 Γ 1,000).
When you log a CEDEAR purchase, just enter the number of CEDEARs and the price in ARS. Kore divides by the ratio and converts using the CCL rate to give you a USD-equivalent position that's directly comparable to your other holdings.
πΉ TL;DR:
Your mission control. One screen showing total portfolio value, your gain or loss, and a breakdown of what you own, with up-to-date market prices.
Return per asset over a period: (value_end β value_start) β net purchases, divided by the average value while you actually held it.
Prices come from market data providers and refresh periodically; outside market hours they stay at the last close.
πΉ TL;DR:
The terminal's microscope. Deep-dive into any single asset β see your entry points on the price chart, your cost basis line, investment notes, and a full audit trail of every trade.
Search any ticker in the top bar (or use Ctrl+K). The screener shows:
Notes are stored in a Persistent Layer indexed by ticker symbol β they survive imports, exports, and device changes (if cloud sync is enabled).
Trade markers are dynamically recalculated over the full price history on every load β no caching means they're always accurate even after retroactive edits.
πΉ TL;DR:
Travel to the future. Kore runs 1,000 different versions of your portfolio's next 10β30 years and shows you the range of possible outcomes β from the best case to a full crisis scenario.
Choose a time horizon (e.g. 20 years). The simulator generates 1,000 paths, each representing a statistically plausible future based on your portfolio's current volatility and historical returns. You'll see three bands:
The most useful question to ask the simulator: "If the bear case materializes, do I still meet my financial goals?" If yes, your current allocation is robust. If no, you may be taking more risk than you can afford.
We use Geometric Brownian Motion (GBM) β the industry-standard stochastic model for asset prices.
dS_t = ΞΌΒ·S_tΒ·dt + ΟΒ·S_tΒ·dW_t
Where ΞΌ (drift) is estimated from your portfolio's historical returns, Ο (volatility) from current weighted variance across positions, and dW_t is a Wiener process (random Brownian increment). Each of the 1,000 simulations draws independent random shocks.
πΉ TL;DR:
Markets drift your portfolio away from your target allocation. If Bitcoin rallies and becomes 60% of your portfolio when you intended 20%, that's hidden risk. Kore detects the drift and tells you exactly what to buy and sell to restore balance.
Why rebalance? Because doing nothing is itself an active decision. If you set a 20% crypto target and Bitcoin's rally pushes it to 50%, you are now running an aggressive crypto portfolio β even if that was never your intention. Rebalancing enforces your actual risk preference.
πΉ TL;DR:
Never get caught off guard. The Calendar shows upcoming earnings, ex-dividend and dividend payment dates for the assets you hold.
No headline feed, no sentiment scores β just dates you can plan around.
πΉ TL;DR:
Markets don't exist in a vacuum. The World Map shows how each country's market has performed β through a representative ETF β so you can see where your money is exposed.
Countries are colored by the return of their market ETF over the period you pick (6M, 1Y, 3Y or 5Y). Click any country to see its ETF, its performance and, where available, GDP and inflation. Useful when your portfolio is spread across regions.
Think of it as the weather map for your investments: it doesn't predict tomorrow, but it tells you whether to carry an umbrella.
πΉ TL;DR:
Earning 10% is good. Earning 10% when the S&P 500 returned 25% means you underperformed by 15%. Kore puts your returns in context against real benchmarks so you know if your stock-picking is actually adding value.
The comparison chart overlays your portfolio's cumulative return against your chosen benchmark β S&P 500, Bitcoin, Gold, or a custom index β starting from the date of your first transaction.
If your line is consistently above the benchmark, your active decisions are generating alpha. If it's consistently below, you might be better served by a passive index fund at a fraction of the effort.
This is one of the most honest features in the terminal. Use it regularly.
πΉ TL;DR:
The Audit is your data health check. It scans your whole transaction history for problems β like selling more than you held, or duplicated rows β and lets you align your cash with your broker statement.
Run it once a month. It takes five minutes and keeps every number in the terminal based on accurate data.
πΉ TL;DR:
An institutional-grade AI assistant natively embedded in your portfolio. It knows your investment thesis, understands your current risk metrics, and can draw inline comparison charts on command.
Free plan? Bring your own key. Kore Analyst is usable on the Free tier if you supply your own Gemini or Anthropic API key (BYOK) β that's your own quota, not Kore's. The Pro gate only applies when you rely on Kore's built-in API key, which is rate-limited to keep shared costs sane.