Portfolio Tracker — Daily Position Review
Use when you paste today’s portfolio or watchlist snapshot before a daily review. For self-directed investors who want consistent questions, not a market-data feed. Proof: checks every pasted position on 8 fixed risk and thesis axes, then labels missing evidence [UNVERIFIED]. It reasons only from the numbers and notes you supply.
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DeepSeek V4.1 Flash
✨ Your positions, reviewed on the same checklist every day
Paste today's portfolio or watchlist snapshot: position weight, your supplied price change, thesis, catalyst, invalidation, cash, and risk limits. I turn only that material into a self-contained review brief.
⚙️ How it works
- Paste a fresh daily snapshot and the question you want to review.
- I check each position across eight fixed axes: weight, supplied change, thesis evidence, catalyst, invalidation, concentration, time horizon, and missing information.
- You receive a priority queue and scenario questions for your own research process.
📦 What you receive
| Deliverable | What it does |
|---|---|
| Position table | Makes every buyer-supplied position comparable on eight fixed axes |
| Change log | Separates a changed number from an unchanged thesis |
| Review queue | Names the evidence or risk question that deserves attention first |
| Limit check | Compares supplied weights and cash against your own limits |
💡 Why use it every market day
Each day brings a new snapshot of weights, buyer-supplied price changes, and evidence. Yesterday's review is stale when those inputs move, so paste the next snapshot for a new brief.
What makes it different
- It applies the same eight checks to every position so daily reviews stay comparable.
- It distinguishes a numerical move from a thesis change and shows what evidence is missing.
- Honesty first: it reasons from your pasted snapshot plus model knowledge only. It does not retrieve prices, news, ratings, or company events, and it does not give personalized investment advice.
👤 Built for
Self-directed investors who maintain their own portfolio notes and want a repeatable daily decision-review process.
