DSH

Portfolio Dashboard

Brokerage Poll

How often DSH polls the brokerage for portfolio value and current positions. Each tick writes a balance snapshot (one row plus N holdings) to DSH's local SQLite. Updates take effect on the next scheduler tick — no service restart required.

seconds

Dashboard Refresh

How often the dashboard's widgets (current balance, balance graph, holdings list) re-query DSH's cached snapshot. Independent of the brokerage poll cadence above — the dashboard can poll the cache more or less often than DSH ticks. Updates take effect on the next dashboard page load.

seconds

History Retention

Days a balance snapshot is kept on disk before the poller prunes it at the start of the next tick. 0 = unlimited (mirrors MK-7's append-forever behaviour). Positive values trim the table so DSH does not grow without bound on long-running deployments.

days (0 = unlimited)