Portfolio Signal Dashboard

See what deserves action—and why.
Demo data
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Bring in your portfolio

Drop Excel, CSV, PDF or a brokerage screenshot. Review every extracted row before import.

Holdings

One combined read across fundamentals, technicals and news.

SecurityTypeQuantityPriceAvg. costValueGain / loss50-DMA200-DMARSIF / T / NScoreStatusConfidence
F / T / N = Fundamental / Technical / News

Import review

Confirm every row before adding it to your portfolio.

TickerSecurity nameQuantityAverage costType

Signal settings

Change how each analysis pillar contributes.

Connect E*TRADE

Import your accounts and positions securely. This app does not place trades.

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Holdings are retained in this browser tab until it is closed. Credentials and OAuth tokens are handled by the deployed server functions and are never stored in browser JavaScript. E*TRADE may require a new authorization after midnight Eastern time.