Portfolio value.
Every account. One total.
One app.Every portfolio.
Features
See the signal. Skip the noise.
Drift alerts.
Targets stay visible.
Trade log.
Fills. Fees. Outcomes.
| Sym | Side | Qty | P/L |
|---|---|---|---|
| NVDA | SELL | 8 | +1,206 |
| SCHF | SELL | 180 | +412 |
| VTI | BUY | 22 | open |
Journal.
Keep the why.
May 06SCHFthesis
Trimmed by 1.2% to ease international drag. Review after the next rebalance window.
Reports.
Review. Then act.
Realized YTD
+$8,420
Tax-loss
2 lots
Rebalance
3 queued
Cash idle
$4,210
Watchlist.
Track ideas early.
| Sym | Last | Target | Note |
|---|---|---|---|
| AVUV | 92.61 | 88.00 | value sleeve |
| META | 612.40 | 540.00 | pullback |
| XLU | 78.20 | 76.00 | defensive add |
Broker sync.
Connect when ready.
Fidelity - recentSchwab - recentCoinbase - recentKraken - review
Workflow
From records to one review.
Import. Drift. Decide.
01
Import
Broker or CSV.
CSV staged
02
Group
Accounts become portfolios.
4 accounts
03
Drift
Targets stay visible.
+/- 3%
04
Journal
Write the why.
37 notes
05
Review
Actions stay clear.
3 queued
Workspace
All accounts. One view.
Open the current web app to review portfolios, drift, imports, and journal context in one place.
Live web app
Open now
The full workspace.
- Portfolio review
- Drift alerts
- Journal capture
- Watchlist checks
- Report actions
Mobile experience
In progress
Built for quick portfolio review.
- Portfolio views
- Trade import
- Target editor
- Reports
- Settings
Open the signal.
Portfolio. Drift. Trades. Journal.