Kin Trader

IBKR: --

Connecting...

Rebalance Configuration

Target Value (JPY)

Strategy

Rounding

No universe configured yet.

Go to the Universe tab to add instruments.

Trading Configuration

Mode

Paper Trading

Daily Limit

Daily Used

Max Order

Order Batches

No order batches yet.

Stage orders from the Rebalance tab to create a batch.

Import Universe

Paste CSV data (symbol_ibkr,exchange_ibkr,currency_ibkr,sectype_ibkr,yfinance_ticker,description)

Current Universe

Symbol	Exchange	Currency	YF Ticker	Description

Sync from Broker

Sync positions directly from IBKR when connected.

Not synced

Current Positions

Enter your current holdings manually, or sync from IBKR above.

Symbol	Description	Quantity	Price	Value

Portfolio Value & Drift

Basket ID

Period

No snapshots found. Capture snapshots to see history.

Current Drift from Target

No drift data available.

Performance Summary

No performance data available.

Snapshot Actions

IBKR Connection

Status: Checking...

Host

Port

Client ID

Application Settings

Default Target Value (JPY)

Default Strategy

Change Password

Current Password

New Password

Confirm New Password

About

Kin Trader - Portfolio Rebalancing Tool
Version 0.1.0
Base Currency: JPY

Documentation

Read the documentation for setup and configuration guides.