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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 ($) P&L (%) Div/yr ActionTicker
CASH - -
Total Equity: -
P&L ($): - 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 · 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