A real-time portfolio tracking and AI analysis platform with live brokerage sync, dividend tracking, retirement planning, professional charting, and three AI engines — built for serious investors who want data, not noise.
Your portfolio at a glance. The moment you log in you see total value, today's moves, benchmark comparison, sector/holdings performance, intraday market charts, macro indicators, and live AI briefings. All metrics freeze at the 4:00 PM ET regular session close and resume on the next trading day.
📌 Top Metric Cards
💼
Total Portfolio Value
Current market value of all positions plus cash across every linked account. Updates live during market hours; freezes at 4:00 PM ET close. Includes a cash sub-line.
📅
Day Change $ & %
How much your portfolio moved today in dollars and percent. Shows a pre-market indicator badge (7:00–9:30 AM ET) when pre-market data is active. Freezes at the 4:00 PM closing value.
📈
vs Benchmarks Today
Your portfolio's daily % change vs. SPY (S&P 500) and QQQ (Nasdaq-100) side by side. See instantly if you're beating or trailing the market. Click the chart icon to open a full performance vs. benchmarks chart.
📉
Unrealized Gain / Loss
Paper profit or loss on all current positions — current market value minus total cost basis across every holding. Shown in dollars and percent.
🟣
Portfolio Beta ?
Weighted average beta across all holdings vs. SPY (1.00). Values above 1 mean more volatile than the market; below 1 means more stable. Click the ? icon for a plain-English explanation.
🟠
Portfolio P/E Ratio ?
Weighted average Price-to-Earnings ratio across your holdings. SPY reference (~22×) shown as a sub-label for context. Click the ? icon to understand what it means.
📊 Market Chart (SPY / QQQ)
📈
Intraday Candlestick Chart
Live intraday chart for SPY or QQQ — toggle with one click. Powered by LightweightCharts v5. EMA-20 (blue line) and VWAP (orange line) overlaid. Refreshes every 60 seconds during market hours.
🌍
Market Pulse Strip
Four macro tiles below the chart: 10-Year Treasury Yield, US Dollar (DXY), Gold ($/oz), and WTI Oil ($/bbl). Each shows current price and day change — essential macro context without leaving the dashboard.
🏭 Sector / Holdings Performance Card
🏭
Sectors View
Horizontal bar chart showing each sector's performance weighted by your actual position sizes — not generic market data, your real exposure. Toggle between % change and $ change. Periods: 1D, 5D, 30D.
📋
Holdings View
Switch to per-holding bars showing each individual position's performance for the selected period. Quickly spot your biggest contributors and laggards.
📊
Benchmark Comparison Chart
Click the chart icon to open a full-size horizontal bar chart comparing every sector against SPY and QQQ reference lines — available in % or $ mode.
🦅 Eagle Watch — Automated AI Briefings Claude · Grok · ChatGPT
⏱️
Automatic Briefings Every 30 Minutes
Eagle Watch fires at :15 and :45 past each hour during market hours (7:15 AM – 4:15 PM ET) on real trading days. No manual trigger needed. Each briefing covers your positions, sector moves, benchmark comparison, and macro context.
🌅
Skips Weekends & Holidays Automatically
Eagle Watch detects market state via the Schwab market-hours API and only runs on active trading days — preventing analysis on stale weekend or holiday data.
💬
Dig Deeper — Contextual Follow-Up Questions
Each briefing surfaces 2–3 follow-up questions embedded in the analysis text. Click any to get an expanded answer in a popup panel — without losing the briefing.
🔀
Provider Toggle: Grok / Claude / GPT
Switch Eagle Watch between Grok (default — fast, cost-efficient), Claude (Anthropic — detailed analysis), and ChatGPT (OpenAI — macro framing) using the toggle in the card header.
🗄️
Auto-Saved to Analysis History
Every Eagle Watch briefing is automatically saved. Review past briefings and track how your portfolio narrative has evolved week over week.
📉 Market Indices Ticker Bar (Bottom of Screen)
📊
Live DJIA · SPY · QQQ · IWM
A persistent bar at the bottom shows live quotes for the four major market indices. Updates every 60 seconds. Each tile shows price and day change with green/red color coding.
🔍
Quick Symbol Lookup
The search box on the left of the ticker bar lets you look up any symbol's current price and day change in a popup modal — without navigating away.
⏰ Market Hours & Price Freeze Behavior
How freezing works: All portfolio metrics (Total Portfolio, Day Change, Sector Performance, holdings prices) freeze at the 4:00 PM ET regular session close. Post-market price movements are intentionally not applied to the dashboard — your day-change metrics reflect only the regular session. A pulsing green dot in the top bar = live. Static dot = frozen at close. Metrics resume on the next trading day at open.
📋
Holdings Deep Position Detail · 5 Sub-Tabs
The full detail view of every position you own across all accounts. Five sub-tabs let you go from raw position data into stress testing, tax efficiency analysis, ETF X-Ray, and overlap analysis — the kind of institutional-grade tools retail investors rarely get in one place.
📊 Account Summary Bar
🏦
Portfolio-Level Metrics Strip
Across the top of the Holdings page: Total Value, Cash, Total Market Value, Day Change $ and %, Cost Basis, Total Gain/Loss $ and %, Portfolio Beta (with ? tooltip), and Portfolio P/E (with ? tooltip). All live-synced.
📄 Tab 1 — Positions
📑
Full Sortable Holdings Table
Every position across all accounts: Symbol, Account, Sector, Shares, Price, Price Change $, Price Change %, Market Value, Day Change $, Day Change %, Cost Basis, Unrealized G/L $, Unrealized G/L %. Click any column header to sort ascending or descending.
🏷️
Account Color Pills & Quant Grade Badges
Each row has a color-coded account badge and a letter grade (A–F) from the quant scoring engine. Click a grade badge to jump directly to that symbol's Research panel.
📈
Chart Links & Session Badges
Click any ticker to open its price chart. PRE / POST badges appear next to prices when extended-session data is active.
🔍 Tab 2 — Portfolio Exposure X-Ray
🧬
ETF Look-Through Analysis
Calculates your true exposure to underlying stocks by looking inside every ETF you hold and combining with direct positions. Shows stocks you own in more than one way — direct AND inside an ETF, or across multiple ETFs.
📊
Dual-Bar Exposure Charts
Stacked bars show each stock's exposure split between via-ETF (amber) and direct-holding (blue). See your true NVDA, AAPL, or MSFT concentration including indirect ownership.
🔢
Top Underlying Positions Ranked
Ranks all underlying stocks by total portfolio percentage with exact dollar values and fund-count badges for stocks held through multiple ETFs.
🔁 Tab 3 — Portfolio Overlap Analysis
🔀
ETF-to-ETF Overlap Matrix
Calculates the percentage of shared top holdings between every pair of ETFs you own using the min-weight method. Color-coded: red = high overlap (redundancy risk), yellow = medium, green = low. Click any cell to see shared holdings.
🔎
Compare Any Two ETFs
Compare mode lets you check overlap between any two tickers — including ETFs not in your portfolio — before buying.
⚠️
Overlap Warning Flags
High-overlap pairs are flagged with plain-language explanations — e.g. "QQQ and QQQM share 99% of top holdings."
⚡ Tab 4 — Two-Way Scenario Analysis
🐻
6 Downside Scenarios
Stress-tests your portfolio against: Mild Correction (−10%), Bear Market (−20%), Severe Bear (−35%, 2022-style), Market Crash (−50%, 2008-style), Rate Spike (equities −15%, bonds −12%), and Stagflation (equities −25%, bonds −8%). Each scenario applies realistic equity, bond, and commodity moves.
🐂
4 Upside Scenarios
Tests the upside: Modest Rally (+5%), Strong Bull (+10%), Melt-Up (+15%), and Rate Cut Rally (+12% equities, +6% bonds). Cash and money market positions are always unchanged.
📋
Per-Holding Breakdown
Click any scenario card to see exactly how each position would be affected — sorted by impact, showing current value vs. scenario value with dollar and percent columns.
🤖
AI Risk Narrative Claude · Grok · ChatGPT
Request an AI-written risk analysis covering your portfolio's vulnerabilities, which positions are most exposed, and actionable mitigation recommendations.
💡 Tab 5 — Tax Efficiency
🏛️
5 Tax Character Summary Cards
Annual Income, Qualified Dividends total, Ordinary Income total, Return of Capital total, and Estimated Tax Bite — shown as metric cards at the top for a fast tax picture.
📊
Tax Character by Holding
Every dividend-paying position broken into four tax buckets: Qualified (0–20% capital gains rate), Ordinary (full marginal rate), Return of Capital (tax-deferred, reduces cost basis), and Section 1256 (60/40 blended rate).
🏦
Best Account Recommendations
Each holding gets an "Ideal Account" flag — IRA/401k for ordinary income payers, Taxable OK for qualified dividend payers. Helps you optimize tax-lot placement across account types.
🥧
Allocations Portfolio Breakdown · 4 Views
Four drill-down perspectives on how your capital is deployed. Switch between views instantly, toggle between dollars and percentages, and open a pie chart modal for any view.
📌 Four Allocation Views
🏷️
By Asset Class
Broad buckets — US Equity, Foreign Equity, Bonds/Fixed Income, Metals & Commodities, and Cash. Shows value and percentage. Instantly see if your overall mix matches your target.
🏭
By Sector
Groups all positions by sector (Technology, AI/Semis, Fixed Income, Metals, International, etc.) weighted by actual market values. Identifies concentration risk and sector gaps at a glance.
🏦
By Account
Allocation across each brokerage account — Schwab Roth IRA, Solo 401k, E*Trade, Wealthfront, and any others. Each account card shows value, day change, unrealized G/L, top holdings, and an allocation bar.
📋
By Holding
Position-level breakdown — every holding as a % and dollar value of total portfolio, sorted by weight. Mini-cards show day change with color coding for a quick daily scan.
🥧 Interactive Pie Chart Modal
🥧
Donut Chart for Any View
Click the pie chart icon to open a full interactive donut chart for whichever allocation view is active — color-coded segments, a legend, hover to highlight slices and see exact values. Available for all four views.
🔬
Research Quant Scores · Fundamentals · AI Deep-Dives
A three-panel research workstation. Left column: your holdings with quant grades. Center panel: composite scores, position detail, and fundamentals for any selected symbol. Right panel: full AI analysis with four modes. All visible simultaneously on desktop.
📋 Column 1 — Symbol List
📊
Holdings Mode & Watchlist Mode
Holdings mode lists every position you own with today's change %, account label, and quant grade badge. Switch to Watchlist mode for symbols you're monitoring but don't yet own.
🎖️ Column 2 — Quant Scores & Fundamentals
🅰️
3-Factor Composite Quant Score (0–100)
Each holding scored relative to your other positions across: Momentum (40%) — price return over 2W, 1M, 3M plus alpha vs SPY. Valuation (30%) — P/E ranked within holdings (lower P/E = higher score). Growth (30%) — EPS growth YoY ranked. ETFs score on momentum only. Score shown as 0–100 composite with factor bars.
💹
Full Position Detail
Current price, day change, total shares, market value, cost basis, and unrealized G/L for the selected symbol — plus chart and news quick-links.
📐
Live Fundamentals
Sourced from Schwab: trailing P/E, dividend yield, beta, next ex-dividend date, next pay date. For ETFs: expense ratio, total assets, holdings count, and top-10 underlying holdings with weights. Yahoo Finance crumb/cookie used for ETF holdings data.
🤖 Column 3 — AI Analysis Modes Claude · Grok · ChatGPT
🎯
Single Position
Deep-dive on one selected holding — fundamentals, technical context, sector outlook, and fit with your investor profile.
📋
Full Portfolio
Complete portfolio snapshot — every position, cost basis, sector, account, and investor context — for a comprehensive portfolio-level assessment.
⚖️
Rebalancing
AI evaluates current weights vs. stated goals and generates specific buy/sell/trim suggestions with target allocation reasoning.
👤
My Context
Free-form question with your full investor profile pre-loaded — the AI answers with complete awareness of your goals, constraints, and time horizon.
🌊
Streaming + Multi-Turn Chat
Responses stream word-by-word. Full conversation history maintained in the session — ask follow-ups without re-explaining. Every response saved to Analysis History.
💰
Dividends Income Dashboard · 6 Tabs
A complete income center for your dividend portfolio. Five summary metric cards at the top show your income picture at a glance. Six tabs cover a 12-month forward calendar, income projections, DRIP compounding, tax character analysis, a holdings overview, and AI income commentary.
📌 Five Summary Metric Cards
💵
Annual Income
Projected annual dividend income based on current holdings and distribution rates. Shows number of paying holdings.
📅
Monthly Income
Average monthly income across all dividend-paying positions.
📈
Portfolio Yield
Annual dividend income as a % of current market value.
💲
Yield on Cost
Annual income as a % of your cost basis — shows how much your original investment is now yielding.
☀️
Daily Passive Income
Annual income ÷ 365 — a motivating "passive income per day" anchor.
📅 Tab 1 — Calendar ?
🗓️
12-Month Forward Pay/Ex-Date Calendar
All upcoming dividend events laid out as a 12-month grid. Toggle between pay-date and ex-date views. Each event shows symbol, per-share rate, your shares, and total dollar amount. Past events shown in muted style; upcoming in amber. Click the ? icon for an explanation of ex-date vs pay date.
Ex-Date vs Pay Date: You must own shares before the ex-dividend date to receive the payment. The pay date is when cash actually arrives in your account — typically 2–4 weeks after the ex-date.
📊 Tab 2 — Income
📊
12-Month Forward Projection
Bar chart of projected income by calendar month — visualize seasonality and income gaps across the year. Per-holding breakdown table below shows annual rate, frequency (monthly/quarterly/annual), and projected annual income per symbol.
🔄 Tab 3 — DRIP Projector ?
📈
DRIP vs Cash Comparison
Models the compounding effect of reinvesting dividends (DRIP) vs. taking them as cash over 1, 3, 5, and 10 years. Shows total income, DRIP boost (extra income from compounding), and projected portfolio value for each horizon. Set an assumed annual return rate — recalculates instantly.
📋
Per-Holding DRIP Contribution
Shows each holding's individual 5-year DRIP estimate — see which positions contribute most to long-term compounding income.
🏦 Tab 4 — Tax
🏛️
Dividend Tax Character by Holding
Breaks income into four tax buckets: Qualified (0–20% capital gains rate — favorable), Ordinary (full marginal rate — IRA/401k ideal), Return of Capital (tax-deferred, reduces cost basis), and Section 1256 (60/40 blended rate). Estimated tax shown with a blended rate calculation.
🏦
Best Account Placement Flags
Each holding flagged as "IRA/401k Ideal" or "Taxable OK" to help optimize placement across your account types.
📋 Tab 5 — Holdings
📑
All Dividend Positions Overview
Clean table of every dividend-paying position: symbol, annual yield, annual rate, shares, projected annual income, and next ex-date. A quick reference scan of your entire income portfolio.
🦅 Tab 6 — AI Analysis Claude · Grok · ChatGPT
📝
Comprehensive AI Income Report
Full AI analysis of your dividend portfolio covering sustainability, yield quality, concentration risk, income growth potential, tax efficiency, DRIP strategy, and specific actionable recommendations. Choose any AI engine for independent perspectives.
🤖
AI Portfolio Analysis Multi-Turn AI Chat
A dedicated AI advisor window with full conversation history, portfolio context injection, and three AI engines. Accessible via the ⚡ AI Analyze button in the top bar or from the Research page. Opens as a separate popup window. Every session saved to Analysis History.
🔀 AI Provider Toggle
🟣
Claude (Anthropic) Claude
Thoughtful, nuanced, long-form analysis. Excellent for portfolio strategy, tax implications, and detailed reasoning about complex trade-offs.
⚡
Grok (xAI) Grok
Real-time web access — ideal for current events, latest earnings, analyst calls, and anything requiring up-to-the-minute information.
🟢
ChatGPT (OpenAI) ChatGPT
GPT-4o — strong macroeconomic framing, risk assessment, and broad financial reasoning. A third independent analytical perspective.
🎯 Analysis Modes
📌
Full Portfolio
Complete portfolio snapshot — all positions, market values, gains/losses, sector breakdown, account structure, and full investor context — injected as the opening context.
🔍
Single Position
Focus the AI on one holding — its weight, cost basis, sector, and account — for targeted single-stock analysis.
⚖️
Rebalancing
AI evaluates current weights vs. stated goals and generates specific buy/sell/trim suggestions with target allocation reasoning.
👤
My Context
Free-form question with your full investor profile pre-loaded — the AI has complete awareness of your goals, risk tolerance, and constraints before you type a word.
💬 Chat Interface
🗣️
Persistent Multi-Turn Conversation
Every exchange remembered in the session — ask follow-up questions and go deeper without re-explaining. Enter sends; Shift+Enter adds a line break.
🌊
Streaming Responses
AI responses stream word-by-word — no waiting for a long answer to finish before you start reading.
🖨️
Print Any Analysis
Print any saved analysis with a clean formatted layout — useful for record-keeping or sharing with a financial advisor.
🗄️
Analysis History Saved AI Analyses
A personal archive of every AI analysis — Eagle Watch briefings, portfolio analyses, single-position deep-dives, rebalancing recommendations, and Q&A sessions. Stored per user, viewable and printable at any time.
📋 History List
🕐
Full Metadata per Entry
Every saved analysis shows: timestamp, analysis type (Portfolio, Position, Rebalancing, Eagle Watch, etc.), AI engine used, symbol if applicable, a portfolio summary snapshot, and a 2-line content preview.
🔍
Click to View Full Analysis
Click any entry to open the complete analysis in a modal viewer — full formatted text exactly as it was generated, with markdown rendered cleanly.
🗑️
Delete Individual Entries
Remove any saved analysis with the ✕ button — confirmed before deleting. Removed immediately from both the list and the server.
🖨️
Print & Export
Print any analysis directly from the viewer with a clean formatted layout — useful for record-keeping or sharing with a financial advisor.
📈
Price Charts Interactive Technical Analysis
Professional-grade candlestick charting with real technical indicators. Opens as a popup from any ticker link in the app, or launch via the 📈 Chart button in the top bar. Five timeframes, five indicators, live news strip, compare mode, and AI analysis panels.
🕯️ Five Timeframes
📊
1D · 5D · 30D · 90D · 6M
1D = 2-minute candles via Schwab (includes pre-market). 5D = 15-minute candles. 30D = 4-hour candles. 90D = daily candles. 6M = daily candles from Yahoo Finance. EMAs seeded with 200 days of history for accuracy on all timeframes.
🔍
Zoom, Scroll & Crosshair
Scroll or pinch to zoom and pan. Hover for OHLC values on any candle. RSI chart crosshair is synchronized with the price chart — they move together.
📐 Technical Indicators
🟡
EMA 8 (Amber)
Fast momentum signal for short-term trend direction.
🔵
EMA 20 (Blue)
Standard medium-term trend line used by swing traders.
🟣
EMA 50 (Purple)
The widely-watched institutional bull/bear dividing line.
🟠
VWAP (Orange, 1D only)
Volume-Weighted Average Price — institutional benchmark for intraday fair value. Resets each session.
📉
RSI (14) — Linked Sub-Panel
14-period RSI in a synchronized sub-chart with overbought (70) and oversold (30) reference lines.
🔀 Compare Mode
🔀
Multi-Symbol Normalized Overlay
Enter 2–3 symbols to compare their normalized % returns on a single chart — all lines start at 0% for direct relative performance comparison. Works across all five timeframes.
📰 News Strip & Quote Header
🗞️
Scrolling Headline Ticker
Latest news headlines for the charted symbol appear below the toolbar. Click any headline to open the full article. Click "Full News" to open the News page pre-loaded for that symbol.
💲
Live Quote Header
Top bar shows live price, day change $ and %, dividend yield, and ex-dividend date for the loaded symbol.
🤖 AI Analysis Panels Claude · Grok · ChatGPT
🧠
Technical Analysis with Real Indicator Values
Actual calculated values (EMA levels, RSI reading, VWAP position, last 5 candles, news headlines) sent to each AI for a structured writeup: Trend & Momentum, RSI Reading, Key Levels, Near-Term Outlook, Catalysts, Portfolio Fit.
⚡
Grok Adds Real-Time Web Context
Grok searches the web for today's news on the symbol — adding real-time catalyst context that complements the technical picture.
📰
News Research Headlines + AI Summary
Real-time news and AI-powered sentiment analysis for any ticker. Enter a symbol to instantly load the latest headlines and receive a streaming Claude-generated summary of what the news means for investors.
🗞️ Headlines & AI Summary
📋
Yahoo Finance News Feed
The 8 most recent articles for any ticker — publisher, headline, and relative timestamp ("2h ago", "1d ago"). Each headline links to the full article in a new tab.
📝
Streaming AI Sentiment Summary Claude
Claude reads all recent headlines and writes a 3–4 sentence investor-focused summary covering current sentiment, key themes, and what matters for the stock — streamed live. Headlines and AI summary load in parallel.
🔗
Deep Link from Chart Page
Clicking "Full News" from any chart opens the News page pre-loaded for that symbol via the ?symbol= URL parameter.
🔍
ETF Screener Browse & Filter 278+ ETFs
A full-screen ETF browser with category filtering, EMA trend indicators, and instant chart access. Opens as a separate window via Tools → ETF Screener. Browse the entire ETF universe or narrow to the category and trend that matches your thesis.
🔍 Filtering & Data
🏷️
Filter by Category
Narrow by category: US Large Cap, US Small Cap, International, Sector ETFs, Bond ETFs, Dividend, Covered Call, Thematic, Commodity, Index Funds, and more. Instantly go from 278+ to the ETFs relevant to you.
📊
EMA Trend Filter
Filter by EMA trend — Bullish (price above EMA-20), Bearish (below), or All. Trend calculated from each ETF's price history, cached for 4 hours.
↕️
Sortable Columns
Sort by name, P/E, yield, expense ratio, total assets, or EMA trend. Find the cheapest expense ratio in a category or the highest-yielding dividend ETF instantly.
📈
Instant Chart Access
Click any ticker in the screener to open its full interactive price chart immediately.
🎯
Retirement Calculator Planning & Projections
A retirement planning tool that combines your live portfolio value with real income sources — Social Security, wages, other income — to project how long your money lasts. Accessible via Tools → Retirement. Includes Monte Carlo simulation with 500 runs.
🧮 Drawdown Calculator
💵
Auto-Populated Portfolio Value
Starting portfolio value pulled automatically from your live positions. Add Social Security monthly income and other income sources (W-2, self-employment, supplemental) to build your complete cash flow picture.
🎚️
Monthly Draw Slider
A live slider controls your monthly portfolio withdrawal. Total monthly income (portfolio draw + all income sources) updates in real time as you drag.
📐
Five Adjustable Assumptions
Pre-retirement growth rate, post-retirement growth rate, annual inflation rate (applied to draw), current age, and target depletion age — all via sliders with live recalculation.
🎯
Max Safe Draw Calculation
Binary-search algorithm finds the exact maximum monthly withdrawal that keeps the portfolio funded to your target depletion age. Shown green if within safe range, red if over.
🎲
Monte Carlo Simulation (500 Runs)
Toggle Monte Carlo mode to run 500 randomized market-return simulations. Shows the probability your portfolio survives to your target age across all simulated paths.
📊
Social Security COLA Modeling
When both SS income and an inflation rate are set, the calculator applies COLA adjustments — showing projected SS values at 10 years and at target depletion age.
📱
Mobile Dashboard Touch-Optimized · /mobile
A fully separate mobile-optimized dashboard at portfolioeagle.ai/mobile. The server auto-routes mobile user agents. Installable as a PWA (Progressive Web App) on iOS and Android — runs full-screen from your home screen.
📊 Dashboard Panels
💼
4 Metric Cards
Total Portfolio Value, Day Change, vs Benchmarks (SPY/QQQ), and Unrealized G/L — same as desktop, touch-optimized layout.
🏭
Sector/Holdings Performance
Compact sector/holdings bars with % / $ toggle and 1D/5D/30D selector.
🦅
Eagle Watch AI Panel
Full Eagle Watch briefings with Grok/Claude/GPT toggle. Follow-up questions open a bottom-sheet panel — native mobile interaction.
📈
SPY / QQQ Mini Chart
Intraday chart with EMA-20 and VWAP, sized for mobile screens.
🧭 Navigation, Holdings & PWA
🧭
Bottom Navigation Bar — 5 Tabs
Dashboard, Eagle Watch, Chart, Holdings, More. Holdings shows a full sortable table with a frozen Symbol column and header row — 13 sortable columns. More menu links to Allocations, Research, Dividends, Analysis History, and Sign Out.
📲
PWA — Install to Home Screen
Installable on iOS (Add to Home Screen) and Android. Opens directly to /mobile in full-screen mode. Uses the PortfolioEagle eagle icon across all PWA sizes.
🔄
60-Second Auto-Refresh
All data refreshes every 60 seconds during market hours — stays on the current page with no jarring resets.
⚙️
Tools & Settings Tools Menu · Top Bar Controls
Accessed from the Tools ▾ dropdown in the top navigation bar. Covers brokerage sync, manual holdings editing, investor context, AI usage tracking, theme selection, and the AI Help widget available on every page.
⇄ Sync Brokerage Accounts (SnapTrade)
🏦
OAuth Connection — No Passwords Stored
Connect Schwab, E*Trade, and other major brokerages via SnapTrade's secure OAuth flow. The app receives read-only access to holdings and balances. No brokerage credentials are ever stored by PortfolioEagle.
🔄
Automatic Background Sync at 4:30 PM ET
Positions sync automatically each trading day at 4:30 PM ET. New positions are detected, sectors are auto-assigned via Claude AI, and any flagged items appear in the ⚠ notification pill in the top bar for your review.
🤖
AI Auto-Sector Assignment
Any symbol without a known sector is automatically classified by Claude Sonnet during import. Sectors are saved permanently — future syncs of the same symbol don't need re-assignment.
📋
Review & Import Flow
Before importing, you review holdings, assign sectors to new symbols, and confirm. A backup is written before any live data is overwritten.
✏️ Add / Edit Holdings Manually
📝
Edit Shares, Cost Basis & Sector
Update any position manually. Enter cost basis as a total dollar amount — the app stores it per-share internally. Find your cost basis on your brokerage account page (look for "Total Cost" or "Adjusted Cost Basis").
➕
Add New Positions
Add any symbol manually to any account — essential for Wealthfront or other accounts without automatic sync.
💵
Cash Balances
Update cash balances per account. Cash is manual — update when it changes. Included in Total Portfolio Value.
👤 My Context — Investor Profile
📝
Free-Text Investor Profile
Describe your investment goals, risk tolerance, timeline, account rules, income situation, and explicit constraints (e.g., "do not recommend selling NVDA"). Every AI analysis — Claude, Grok, and ChatGPT — reads this before responding. Responses are tailored to you, not generic. Saved to your account and immediately active.
📊 AI Usage Tracker
💸
Per-Provider Cost Tracking
Tracks every AI API call — Claude, Grok, ChatGPT — with input tokens, output tokens, and estimated dollar cost. Month-to-Date and All-Time summaries with a full call log of the last 100 entries. Accessible via Tools → AI Usage.
🎨 Appearance
☀️
Three Themes: Light · Dark · B&W
Switch between Light (default), Dark, and Black & White modes using the theme selector in the top bar. Your preference is saved to localStorage and restored on every visit.
⚡ Top Bar Quick Actions
⚡
⚡ AI Analyze
Opens the AI Portfolio Analysis window pre-loaded with your full portfolio — one click to get an instant AI assessment.
📈
📈 Chart
Opens the chart window for any symbol you type.
📰
📰 News
Opens the News page for quick ticker news lookup.
↻
↻ Refresh
Manually refreshes the current page — pulls fresh quotes and recalculates all metrics.
❓ AI Help Widget
❓
Floating ? Bubble — Every Page Including Landing
A floating blue ? circle in the bottom-right corner of every page — including the public landing page for visitors who haven't signed up yet. Opens a Claude-powered chat panel that answers questions about PortfolioEagle's features and general investing topics. Suggested starter questions shown when first opened. Full conversation history maintained within the session.