AI-ready portfolio intelligence

Take charge of your portfolio now.

Build portfolios, record trades, monitor real-time profit and loss, and enrich market research with fundamentals, earnings, news sentiment, and technical indicators.

Features and use

One workspace for market data, portfolios, and disciplined trade tracking.

Live Markets

Real-time stock intelligence

Track current prices, daily movement, and historical performance with cached Yahoo Finance data for fast portfolio decisions.

Portfolio OS

Holdings that update with the market

See current value, total cost, profit and loss, and percentage gains calculated automatically from your active positions.

Trade Ledger

Atomic transaction handling

Record buys and sells while holdings are updated in one database transaction, including weighted average buy prices.

Alpha Vantage

Fundamentals, earnings, news, indicators

Layer company overview, earnings, sentiment, and technical indicators on top of price data with aggressive Redis caching.

How investors use it

From trade entry to live portfolio conviction.

  1. 01

    Create a secure portfolio for each strategy or investment goal.

  2. 02

    Add transactions as trades happen, with holdings updated automatically.

  3. 03

    Review live enriched portfolio value and profit/loss in one place.

  4. 04

    Use fundamentals, sentiment, and historical data to validate decisions.

Data integration

Built to respect API limits while keeping the interface fast.

The backend combines Yahoo Finance price feeds with Alpha Vantage enrichment, then stores high-value responses in Redis so repeated views stay responsive.

5 minute quote cache1 hour history cache24 hour fundamentals cacheRate-limit aware Alpha Vantage callsAuthenticated API accessRedis-backed performance

Ready for the next layer

Connect the dashboard to these APIs and give investors a clean command center.

Start a Conversation