Export the CSV template from the app first, then complete it in Excel, Numbers, or another spreadsheet app. Use dates in YYYY-MM-DD format.
Confirm that your device is signed in to your Apple ID, iCloud Drive is enabled in Settings, and the app has network access.
Check that your API key is correct, the provider's quota has not been reached, and your network is available. Existing prices remain unchanged when no API key is configured.
If market data for a historical trading day is unavailable, the app will not substitute the latest price. Enter the execution price from your brokerage record.
The app processes trades, stock splits, and dividends chronologically. Corporate actions outside a holding period are not included in that position's return.
Use iCloud for routine synchronization. Export a complete JSON backup for migration or archiving, and use CSV for spreadsheet workflows.
Contact
For product and technical questions, email support@aileenstudio.dev. For business inquiries, email hello@aileenstudio.dev.