Use a published CSV link from Google Sheets. Supports either normalized columns
(symbol,name,sector,rating,shares,entry,target,notes,provider_symbol,price,change,exchange)
or your current portfolio headers
(Asset,Symbol,Category,Rating,Target Allocation %,Paper Entry Price,Units,Notes).
Settings: defaults loaded
Alert thresholds:
drift 5% • session move 8%
Portfolio Cost Basis
$0.00
Deployed paper capital
Live Portfolio Value
—
Current marked value incl. reserve
Paper P/L
—
Awaiting refresh
Cash Reserve
$300.00
Imported from sheet if reserve row exists
Live Portfolio Snapshot
Asset
Category
Rating
Units
Entry
Live Price
Position Value
P/L
Target %
Actual %
Drift
Rebalance
Notes
Live price feed:Waiting
Sheet import:Using built-in local positions
Import diagnostics:
INFOWARNERROR
Last fetch:Not yet run
Fallback: If the quote feed fails, the dashboard falls back to sheet prices or cost basis instead of pretending panic is a strategy.
Allocation Summary
Alerts & Guardrails
0 alerts
No alerts yet. Suspiciously peaceful.
Snapshot Memory
No snapshots captured yet.
No historical memory yet. Goldfish mode.
Analytics Summary
Not enough history yet for analytics.
Report Builder
FormatMode: brief
No summary generated yet.
Generate a summary to see portfolio posture, alerts, and recent snapshot change.
Market Brief
Posture: Quality first, concentration second, no hero trades.
Core: Core bucket: broad-market and quality ballast.
Growth: Growth bucket: own upside without losing your mind.
Watch: Watch bucket: cyclicals and high-beta names stay on a leash.
Watchlist
Asset
Sector
Conviction
Risk
Session Change
Why It Matters
What Improves It
What Breaks It
Rating
About This Dashboard
Version
v1.0.0
Allocation-aware operating console
Data sources
Sheets + Stock Quotes
Published CSV import with market-hours-aware quote refresh