Total Portfolio Value
$0.00
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today
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all-time
Cash (settled)
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Invested
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Open Positions
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Unrealized P/L
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Net Worth
everything you own and owe — real, provenance-tagged valuesAdd an asset or liability
Record a value for an existing asset
No assets yet. Add one above, or use
scripts/networth.py / scripts/mtg_import.py.Budget
flexible budgets with rollover, budget vs actual, and a cash-flow forecastAdd a transaction
Add a budget category
Add an auto-categorization rule
No transactions yet. Add one above, or import a Monarch/Mint/CSV export with
scripts/budget.py import.Insights
savings rate, net-worth growth, runway, spending movers, subscriptions, and a debt-payoff planInsights appear once you have assets and transactions. Add data via the Net Worth and Budget sections.
Goals & FIRE
savings/net-worth targets and your financial-independence numberNo goals yet. Add one above. A FIRE number appears once you have spending data.
Reports
cash-flow Sankey, spending breakdown, upcoming bills, portfolio allocation — exportableReports appear once you have transactions. Add or import some in Budget.
Credit
scores by lending purpose (mortgage/auto/card) + utilization — CreditKarma's VantageScore isn't what lenders pullNo scores yet. Log one above (or add a credit card with a limit in Net Worth to compute utilization).
Planner
project net worth under what-ifs — save more, different returns, a market shockEnter assumptions and Project. Prefilled from your net worth where available.
Today's Briefing
the once-a-day synopsis of wins and lossesNo daily digest yet. Run a daily session to generate the first briefing.
Account Growth
real recorded equity, one point per refreshForward Rotation
live out-of-sample paper record vs SPY buy-and-hold — the real test, no ordersNo forward rotation record yet. It starts on the first refresh and grows each step.
Event Alerts
edge-triggered: drawdown breach · divergence alert · regime flip · edge drift — report-only, no ordersNo event alerts recorded yet. The orchestrator fires these only when a watched condition changes.
Decision Journal
plain-English record of every paper rebalance: what was sold, bought, and why — narrative only, no ordersNo rebalance decisions recorded yet. Each entry appears the first time the book rotates.
Risk Analytics
Sortino · Calmar · beta/alpha vs SPY · rolling Sharpe · monthly heatmap — from the recorded forward curve onlyNo forward record yet — richer risk analytics appear once enough observations accumulate.
Continuous Learning
honest attribution, regime awareness, and edge-decay watch — suggestions only, never an auto-changeNo learning pass yet. It runs on each daily session and grows with the record.
Pre-Live Readiness Gate
machine-checked criteria — read-only, enables nothing; live money stays blocked until every required check is greenGate not evaluated yet.
Current Holdings
Analyst
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Geopolitical Risk
world politics that move markets — wars, sanctions, oil shocks—
Macro & Outside Influences
the forces behind growth & declineEconomic Indicators
FRED — real releasesWatchlist
live quotesStrategy Validation
out-of-sample edge vs buy-and-hold — the gate before real money
No validation run yet.
Your Preferences
studied & considered — never auto-bought
The analyst studies these and gives a preferred name a small, bounded nudge — but a setup must still earn the trade on its own merits, and the best opportunity always wins, whether it's on your list or not. Avoided names are never bought.