BUY creates/updates portfolio position using weighted avg cost. SELL reduces shares. Sector flows to portfolio automatically.
Date
Stock
Avg Price
Shares
Type
Sector
Account
Tag
Import from Google Sheets
Copy rows from your Google Sheets and paste below.
Expected columns (in order): Stock Name, Buy Amount ($), Avg Price ($), Shares Bought, Type, Account
A header row is optional — it will be skipped automatically. Date defaults to today. Sector defaults to Other.
Yellow = your inputs
White = auto-calculated
Enter raw numbers (e.g. 3583000000 for $3.58B revenue). Growth % drives 2026–2029 forward values.
Yellow = your inputs
White = auto-calculated
Enter FCF values as full raw numbers (e.g. 9830000000 for $9.83B). Leave historical years blank if data isn't available.
Import DCF Data
Paste your exported DCF data below.
Fair Value Today (Base Case, Year 1 avg P/E × EPS)—
Research Notes
Saved Projections0▾
Unrealized P/L — Monthly History
Monthly Snapshots
Month
Portfolio Value
Cost Basis
Unrealized P/L
Unrealized P/L %
Note
Select a company from the list, or add one.
Companies0
Select a prompt from the list, or add one.
Prompts0
Add Prompt
Daily Tracker
Manage Tasks
Add / Update Company Info
Enter the ticker symbol, then paste the raw company statistics block.
Budget & Investment Planner
Enter This Paycheck
Enter what you actually took home on this paycheck. Update it each time you get paid.
Add Fixed Expense
Add Variable Expense
Variable expenses are estimated per paycheck (e.g. groceries, gas).
Add Planned Buy
Plan how to invest your available cash. Enter either a dollar amount OR shares — the other is calculated automatically once you fetch the price.
🎯 Target Allocation
Set a target percentage for each ticker. Claude will calculate how much to buy to hit each target.
Fishing Tracker
Names0
Add Angler
Add Trip
—
Edit Records
Manage Species
Manage Locations
Import Company Info from Google Sheets
Copy rows from your Google Sheets and paste below.
Expected columns (in order): Ticker, Section, Label, Value
A header row is optional — it will be skipped automatically. Existing entries with the same ticker will be overwritten.
Import Watchlist from Google Sheets
Copy rows from your Google Sheets and paste below.
Expected columns (in order): Ticker, Sector, Target Buy Price, Fair Value, Interest Level, Conviction, Notes
A header row is optional — it will be skipped automatically. Existing entries with the same ticker will be overwritten.
Add to Watchlist
Gym Tracker
Muscle Groups0
Add a muscle group to get started.
📋
Split Coming Soon
Add Muscle Group
Add Lift
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My Trackers
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Stocks, P&L, dividends & watchlist
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Catches, spots & stats
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Income, expenses & investment planning
✅
Daily Tracker
Habits, streaks & daily consistency
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Import Dividend Payments
Paste tab-separated data below (e.g. copied from Google Sheets).
Expected columns: Date, Ticker, Total, Account
A header row is optional — it will be skipped automatically.