A weekly portfolio review tool. Tracks equities, options, and crypto in a unified view with concentration, risk exposure, and regime-alignment analytics. The centerpiece is the AI-driven Weekly Review — pulls current matrix signals, evaluates construction, names the implied macro bet, and plays devil's advocate on your positioning.
new_price column. Fill it in, save, and upload it below. Rows are matched on position id, so options and duplicate tickers stay correctly paired.ticker / symbol) and a price column (new_price / price / last / mark / close). Blank prices are skipped, never zeroed.TICKER,PRICE — comma, tab or space separated.