Summary page

Summary is the home screen: one page that answers “where do I stand right now, and is anything about to bite me?”

Open positions table

Each open position shows quantity, average cost, live price, and P&L, plus:

• Size — the position as a fraction of one slot (¼, ½, full, or over). Sizing drift is one of the quietest ways discipline erodes, so it’s always visible.
• Stop — the price at which your stop-loss rule says sell, from your default stop percentage or a per-position override.
• E Nd badge — the ticker reports earnings in N days. Earnings gaps are the most common way a normal loss becomes an oversized one.

Quotes come from Finnhub (real-time, if you’ve added your own free API key in Settings) or Yahoo Finance (delayed ~15 minutes) otherwise.

The KPI strip

• Invested % — deployed capital versus portfolio size. The point of tracking it: exposure should follow market health, not conviction. See invested %.
• Portfolio heat — the total loss, as a % of portfolio, if every open position hit its stop today. Respects per-position stop overrides. If heat looks scary, position sizes are too big or stops are too loose — better to find out now than during the drawdown.
• Market outlook — the app’s computed regime call (Confirmed Uptrend → Market in Correction). This is an algorithmic proxy, not anyone’s official call — see how the classifier works.

Closed tab

The Closed tab lists completed round trips with outcome, hold time, and tags — and, once you have enough closed trades, the mistake patterns card: recurring rule breaks (ignored stops, chasing extended breakouts, round-tripped gains) with what each habit cost in dollars. Details in stop discipline & mistake patterns.