Add Open Position
USD
?
Selected symbol
Currency: USD
Trading broker
Separate multiple prices with commas. TradeView shows an in-app alert and can use browser notifications while the app is open.
Current priceSelect a ticker to fetchSelect a ticker to fetch the current price
Available broker cash: $0.00
Estimated fees: $0.00 • Total cash needed: $0.00
Add Trade
USD
?
Selected symbol
Currency: USD
Trading broker
Estimated fees: $0.00
Stock P&L before fees: $0.00
Add Cash / Dividend
Cash broker
Strategy Bucket Editor
Active target total100.0%
Icon and color
Icon and color
Icon and color
Buckets above 0% must total exactly 100% before saving.
Position CategorizationImported positions are grouped by ticker here. Manual open and closed trades can be categorized individually in Manual Entries below.
No tickers to categorize
Add or import positions, then assign tickers to strategy buckets here.
Manual EntriesEach manual open or closed trade can use its own strategy bucket. Changing one row does not recategorize other trades in the same ticker.
No manual entries yet
Records you add by hand will appear here and immediately feed the dashboard model.