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Welcome to DarkStrategy

Your all-in-one platform to manage investments and personal finances. Let's set up your account step by step.

Portfolios

Manage stocks, crypto, ETFs and bonds

Finances

Income, expenses and budgets

Net Worth

Real estate, vehicles and net worth

Built-in AI

Smart analysis of your assets

Your Profile

Tell us a bit about yourself to personalize your experience.

Your name

Shown in the sidebar and reports.

Time zone

Affects how the dates and times of your operations are displayed.

Base Currency

Your main currency to see the total value of your investments.

All your investments (stocks in USD, crypto, etc.) will be converted to this currency to calculate totals and returns.

Costing Method

Defines how your gain is calculated when you sell assets.

FIFO Recommended

First in, first out. When selling, the cost of the oldest units is used.

Example: You bought 10 BTC at $20k and then 5 at $30k. When selling 10, the $20k ones are used.

Weighted average

The average price of all your purchases is used as the cost basis.

Example: You bought 10 BTC at $20k and 5 at $30k. Average cost = $23.3k per BTC.

First Account

Accounts represent where you keep your money: banks, brokers, crypto exchanges, etc.

Tip: Start with your main account (where you operate the most). Later you can add more from the Accounts menu.

Account name

Account type

Currency

Portfolio (optional)

Portfolios group your accounts by investment strategy.

Portfolio examples: "Long Term" (value stocks), "Trading" (short-term trades), "Crypto" (all crypto), "Retirement".

Portfolio name

Personal Finances

Set up the finances module to record income and expenses.

Currency for finances

If your everyday currency is different from your investment currency. If not, leave it the same.

Start day of the budget month

of each month

If you get paid on the 5th or the 15th, set that day so the budget matches your pay cycle.

All set!

Your account is configured and ready to use.

Suggested next steps

1

Record your first deposit from Transactions

2

Record asset purchases (stocks, crypto, ETFs)

3

Set up API keys in Settings for automatic quotes

4

Record income and expenses in Finances

Tip: Press h on any page to see the help guide.

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