I got tired of checking my portfolio manually and flipping between Yahoo Finance and a spreadsheet. So I built this: you drop in your tickers, shares, and average cost, and it tells you what to buy, hold, or trim. It pulls live data, runs technicals like RSI and MACD, grabs analyst ratings, and can even email you a full report every morning. The public version is read-only—you enter your own data and nothing gets saved. Try it below.
Per-ticker BUY/SELL/HOLD/TRIM signals based on P&L thresholds, PE ratios, RSI levels, 52-week positioning, and ticker-specific strategies for different asset classes.
Real-time RSI, MACD, Bollinger Bands, EMA 20/50 crossovers, ATR-based stop-loss and target levels, and volume analysis vs 20-day average.
Aggregated Buy/Hold/Sell counts from Wall Street analysts, consensus price targets (low/mean/high), and 30-day insider buy/sell transaction tracking via Finnhub.
Portfolio-level weighted beta, sector exposure breakdown, per-position 1-day risk, and 95% Value at Risk (VaR) calculation using historical volatility.
Short-term (0-30d), medium-term (1-6mo), and long-term (6-24mo) outlook with support/resistance levels, earnings catalysts, and invalidation triggers.
Full HTML report delivered to the user's inbox with the same dark-themed professional layout, including all charts, signals, technicals, and risk data.
Fear & Greed Index, live BTC/ETH/SOL/BNB/XRP prices, and technical indicators for major cryptocurrencies.
The system pulls data from multiple sources with automatic fallbacks:
All data is cached for 30 minutes, API calls include timeout handling and graceful degradation, and Finnhub requests are rate-limited at 0.3s intervals to respect free-tier limits.