Portfolio overview
Open P&L by position
Equity curveNAV history
Cash & equity
Sector mapsize = value
Concentration risk% of NAV
Upcoming earnings
Watchlist · near entry% above buy zone
Latest briefing
Macro regime
Today's insights
💼 My Portfolio
📊 Position Breakdown
📰 News & Catalysts — Your Holdings latest headlines for held positions
🟢 Action Today — At Entry Zone
🟡 Watchlist — Approaching Entry
🌡️ Sector Heatmap 151 stocks colored by today's % change
📈 Equity Curve portfolio NAV history (localStorage)
📊 Risk Metrics portfolio risk profile
🔗 Position Correlation Matrix based on sector — flag high correlation pairs
🔬 Backtest — Validate Claude's BUY signals
Run backtest first:
python3 ~/Library/Mobile\\ Documents/.../tiingo_setup/backtest.py
🎯 All Stocks — Buy Recommendations 0 stocks · sorted by opportunity
Unified view: All tracked stocks evaluated for buy points. Sorted by opportunity (BUY → WATCH → HOLD → AVOID). Stocks with full deep-dive analysis show a ⭐ badge — click row for full drill-down. Others get a quick-view modal. Stocks missing 52w data marked "Need refresh" until WebSearch backfill.
| Ticker | Name | Sector | Price | Day % | Status | Buy Zone | % to Buy |
|---|
📸 Sync Portfolio — Upload Webull Screenshot
Drag screenshot here or click to choose
PNG, JPG, HEIC · Webull mobile/desktop layout · auto-processed in ~60s
Choose Image
📱 iPhone: Photos → Share → Save to Files → iCloud Drive →
Claude Work folder/Financial analysis/Webull Sync/
🖥️ Mac: Drag image into the zone above (Chrome) or drop into
Webull Sync/ folder in Finder