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Intel · from your positions
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of daily portfolio snapshots captured

Portfolio

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Allocation vs target
Holdings
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Dividend income
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Tax lots · FIFO
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If you sold today
Intel

Tasks

+ natural language · dates, #priority, $tickers
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Completed · last 7 days

News

Coverage · your positions
☕ Your 2-minute daily digest

Auto-summary of overnight stories touching your holdings — read it with your coffee, skip the scroll.

Latestopens source · marks read
Trending tickers

Alerts

Quick alert

Tip: "% move" fires on a percent gain from the current price — handy for earnings weeks.

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History

Daily P&L · last 90 daystap a day to open its snapshot
−2%+2%
Snapshots

Settings and secondary views

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Less-frequent destinations live here so the four primary tabs stay focused.

Activity

Every buy and sell across your portfolio

Transaction ledger
Estimates only — FIFO cost basis, no wash-sale adjustment. Confirm against your broker's 1099 before filing. Not tax advice.

Profile

Account preferences · saved with your synced workspace data

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