Core Holdings

Equity thesis tracker

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New Position

Position Details

Ticker

Company Name

Holding Type

Portfolio Weight (%)

Target Weight (%)

Sleeve Name

Conviction

Status

Options / LEAPS Details

Strike Price ($)

Expiration Date

Premium Paid ($)

Contracts

Pricing

Entry Price ($)

Price Target ($)

Stop Loss ($)

Analysis

⚡ Main Risk

Investment Thesis

✦ Astrological Analysis

Trade Rules

Entry Criteria

Size Rule

Exit / Trim Rules

Thesis Invalidators

Rotation Rule

Harvest Rule

Re-Entry Rule

Import Holdings

Select the holdings-backup.json file you previously exported. Your current positions will be replaced.

📂

Drop your JSON file here or click to browse