⚠ Opened as a local file — the browser blocks live market data here. To load prices: use the Start Dashboard launcher (serves http://localhost), or in Safari turn on Develop → Disable Cross-Origin Restrictions. Your IBKR CSV import (☰ menu) works without this. Test connection ↓
Holdings
▸ row opens the dashboard, score & notes
Instrument
Shares
Bought at
TVB
Price Today
Tot Value
% tot
P&L
Day
Day %
Score
Keep 🌡
Shortlist
Short-term buy candidates — ready to act on
Instrument
Added @
Today
Target
Score
Action
Source
Watchlist
Longer-term watch — scored, not owned
Instrument
Added @
Today
Target
Score
Action
Source
Closed positions
Realised P&L feeds annual income & total return
Instrument
Book
Open
Close
Shares
Buy
Sell
Realised
Held
Portfolio trend
fromto
Gold = % return (open + closed) over time · blue dashed = P&L (realised + unrealised). Starts at your first position; interpolates between buy price/date and today. Pick a range (All / 1W / 1M / 3M / 6M / Custom) — ranged views show the return/P&L within that window.
Finnhub free covers all US stocks (no 402). FMP free only serves a few symbols.
Recommended: get a free Finnhub key, paste it above, switch Data source to Finnhub → all your US stocks load. International (.L / .AS) still needs a paid plan.
NL Box 3 reminder: as a Dutch resident you're generally taxed on assets held on 1 Jan, not realised gains — high turnover isn't penalised the way US cap-gains would be, and idle cash is still taxed. Worth weighing when you trim. Not tax advice.
Add article / research
Paste text or upload (.txt/.pdf). I detect stocks by ticker or company name. For each, pick where it goes — and add a price target to track against the real price over time on the chart.
Upload an IBKR transactions CSV (auto-detects buys/sells → holdings + closed), a generic CSV (ticker,shares,price,currency), or a PDF/TXT article (pulls out tickers for a list).
Log activity
Record a trade — yours, or one made by a source you follow (e.g. DeBelegger). Upload a screenshot (OCR), CSV or PDF to pull several at once, or fill the form below.
Review their portfolio
Detected from your upload — fix anything, untick rows to skip, set the buy/pick date, then add. Entry prices for date-only rows can be fetched after.
Add monthly report
Upload the monthly Investeerdersrapportage PDF and I fill everything in — or type it manually. Cost basis = the fund's Kostenbasis.