Private Book · Self-directed · v2

Portfolio Dashboard

Reporting EUR · NL resident (Box 3) · All books · updated —

Holdings

▸ row opens the dashboard, score & notes
InstrumentSharesBought at TVB Price Today Tot Value % tot P&L € Day € Day % Score Keep 🌡

Portfolio trend

Solid = invested positions · dashed = total incl. cash. Click a sub-group above. "Rebuild" recomputes real value over time from your transactions.

Triggers & alerts

You set the rules — the book only flags them

Dry powder

New triggers

fired in the last 7 days

Targets & drift

% of selected book

Allocation

Exposure by theme

Settings

0
0 supportive · 35 neutral · 65 risk-off · 90 crisis
Opening from a file? Safari blocks live data for files opened by double-click (file://). Use the Start Dashboard launcher to open it at http://localhost, where data works. FMP free tier is US stocks only — LSE tickers like III need a paid plan or a second source.
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.