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Trade Journal | Parallel Universe
Trade Journal Continuous improvement in progress. Feedback is welcome.

Portfolio

Today's snapshot of initial capital, cash, and total return at a glance.

Portfolio OCR - Import Holdings Screenshot PNG / JPG | Drag or click | Auto-detects tickers, avg price, quantity
Initial Capital -
Total Equity-
Total P&L-
Total Return-Total P&L / Initial Capital
Ticker Weight Qty Avg Cost Last Price Market Value P&L ($) P&L (%) Div/yr Action Ticker
CASH - -
Total Equity: -
P&L ($): - P&L (%): -

Trade Entry

Enter one line and the server auto-populates market context. Stop-loss and take-profit are optional; when provided, they feed the right-side guide (expected R and entry quality). The browser keeps local values even if the server does not persist these fields.

FMP กค FRED

Portfolio Visual Dashboard

Compact visual view based on your live portfolio data.

1. Asset Allocation
2. Sector Allocation
3. Cumulative Return Over Time
Total Return: -
Uses journal-based realized P&L timeline when enough records exist.
4. Return Ranking by P&L %

Journal | Parallel Universe

Compare executed trades with the hold-to-date counterfactual in one view.

TickerSell DateSell PriceCurrent PriceChange

Execution Markup Chart

Overlay BUY and SELL execution marks on candles for review and sharing.

Selected ticker: -
-
investflow.kr
B = Buy | S = Sell

AI Trading Coach 1/day

Diagnose trading behavior, extract lessons, and generate actionable next-trade guidance. Re-running in the same daily window does not trigger a new Gemini call.

1 analysis per day. Resets at 16:30 ET (30 min after close).

Dividend Calendar DIVIDEND INTEL

Live portfolio dividend analysis | Monthly income forecast | Powered by FMP API

Annual Income $0
Monthly Avg $0
Paying Stocks 0
Peak Month -
ETF Dividend
Stock Dividend
No Dividend
* USD amounts — actual dividends may vary
📅 Dividend Detail
$0