From b8ebba9503bab50b3de41dfaae94071270e7fedc Mon Sep 17 00:00:00 2001 From: Giorgio Gilestro Date: Wed, 27 May 2026 12:41:05 +0200 Subject: [PATCH] ui: drop remaining T212-only framing from dashboard + import lede MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - portfolio.js empty-state CTA: "Import a T212 CSV" → "Import a portfolio CSV" - settings.html lede: lead with broker-agnostic copy; relegate the T212 export path to a smaller secondary line. Co-Authored-By: Claude Opus 4.7 --- app/static/js/portfolio.js | 2 +- app/templates/settings.html | 10 ++++++---- 2 files changed, 7 insertions(+), 5 deletions(-) diff --git a/app/static/js/portfolio.js b/app/static/js/portfolio.js index 6314512..f030024 100644 --- a/app/static/js/portfolio.js +++ b/app/static/js/portfolio.js @@ -189,7 +189,7 @@ '
' + notice + 'No portfolio loaded in this browser. ' + - 'Import a T212 CSV →' + + 'Import a portfolio CSV →' + '
'; } diff --git a/app/templates/settings.html b/app/templates/settings.html index 1391285..20dfa57 100644 --- a/app/templates/settings.html +++ b/app/templates/settings.html @@ -98,10 +98,12 @@
Import portfolio (CSV)

- If you use Trading 212, export your pie as CSV - (Investing → Your Pie → ··· → Export) - and drop the CSV here. We’ll parse it and show a preview before - importing anywhere. + Drop a portfolio CSV from any broker — Trading 212 is recognised + natively and other formats (IBKR, Fidelity, Schwab…) are + auto-detected. We’ll parse it and show a preview before importing + anywhere. +
T212 export path: + Investing → Your Pie → ··· → Export.