Investment Portfolio Mngt App

An App to manage investments in the stock market, analyze opportunities and facilitate buy/sell decisions

StockIQ - Investment Analyzer

API Keys & Settings

Anthropic API Key

Alpha Vantage Key (optional, free at alphavantage.co)

Supabase URL

Supabase Anon Key

All keys saved in your browser's localStorage only.

Record Decision

Decision

Price

Quantity (shares)

Currency (entry price)

Exchange / price source

Fetch ticker (auto-built, editable)

Stop loss price

Sell if price ≥

Notes

Investment Dashboard

"What do I need to know today?" — six panels, nothing more.

Market Overview context, not prediction

Portfolio Overview

Total Value

Today

Cash

CAGR

No data yet — visit Portfolio tab first.

Risk Dashboard Ch.14 targets

Max Drawdown

Sharpe (approx)

Watchlist Quality / Value / Technical

Ticker	Company	Quality	Technical Trend	Price	Status
No watchlist data yet.

Technical Dashboard per holding, mechanical only

Click "Refresh Dashboard" to scan holdings.

Economic Calendar manual entry from investing.com

No events added yet.

Weekly Tasks

Sector Analysis

Click any sub-sector pill for AI analysis. Double-click a card to analyze the whole sector.

Stock Search

Find stocks by name/ticker, get AI picks by sector, or browse trending.

Direct Search

Enter company name or ticker. Includes AI ticker lookup fallback.

AI Sector Picks

Select a sector to get buy-worthy stock suggestions based on Value, Growth & Momentum models.

Trending & Popular

Popular stocks and market movers. Click to analyze.

📈

No stock loaded
Search for a stock to start analysis

Portfolio

Your positions, decisions and price targets.

Today

Positions

Total Invested

Realised P&L

Open Positions

Ticker	Company	Decision	Entry	Qty	Invested	Curr. Price	Total (native)	Total (EUR)	P&L	Date Bought	Days Held	Stop Loss	Sell If	Notes	Actions
No positions yet. Record a Buy from the Analysis tab.

Watchlist

Stocks you are monitoring.

Ticker	Company	Decision	Entry	Qty	Invested	Curr. Price	Total (native)	Total (EUR)	P&L	Date Added	Days	Stop Loss	Sell If	Notes	Actions
No stocks on watchlist.