Portfolio clarity. Decision discipline.
Know what you own.
Know when to act.
One auditable view of Fidelity and Robinhood holdings, performance, watchlists, and explainable entry and exit alerts.
Reconciled ledger
Idempotent CSV imports and FIFO lot accounting.
Freshness you can see
Stale and unavailable quotes never masquerade as current.
Auditable alerts
Every trigger explains price, rule, source, and rationale.