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
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.
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
Add / Update Company Info
Enter the ticker symbol, then paste the raw company statistics block.
Fishing Tracker
Names0
Add Angler
Add Trip
Edit Records
Manage Species
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
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Weight Tracking Coming Soon
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Split Coming Soon
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Add Lift
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