Use a published CSV link from Google Sheets. Supports either normalized columns
(symbol,name,category,rating,units,entry,target,notes,gecko)
or your current portfolio headers
(Asset,Symbol,Category,Rating,Target Allocation %,Paper Entry Price,Units,Notes).
Settings: defaults loaded
Alert thresholds:
drift 5% • move 8%
Portfolio Cost Basis
$0.00
Deployed paper capital
Live Portfolio Value
—
Current marked value incl. reserve
Paper P/L
—
Awaiting refresh
Cash Reserve
$300.00
Imported from sheet if reserve row exists
Live Portfolio Snapshot
Asset
Category
Rating
Units
Entry
Live Price
Position Value
P/L
Target %
Actual %
Drift
Rebalance
Notes
Live price feed:Waiting
Sheet import:Using built-in local positions
Import diagnostics:
INFOWARNERROR
Last fetch:Not yet run
Fallback: If the sheet or market API fails, the dashboard keeps the last good local state instead of fainting theatrically.
Allocation Summary
Alerts & Guardrails
0 alerts
No alerts yet. Suspiciously peaceful.
Snapshot Memory
No snapshots captured yet.
No historical memory yet. Goldfish mode.
Analytics Summary
Not enough history yet for analytics.
Report Builder
FormatMode: brief
No summary generated yet.
Generate a summary to see portfolio posture, alerts, and recent snapshot change.