Beta — reads the Data section from the last CoinGecko refresh. Several checks are qualitative or approximated; use your own judgement.
TICKERFund
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Growth of 100
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Investor Lens
Score this fund against your own criteria — planned. For now, the lens lives on individual stocks; an ETF-level version (concentration, overlap with your holdings, cost drag) is on the roadmap.
Macro
Syncing data…
Pick an indicator from the board below to chart it.
Source: SEC Form 4 filings, via Finnhub. Snapshot taken at the last data refresh.
No insider filings available (non-US listing with no accessible public feed, or none in the last 24 months).
A synthesis of the Data section, seen through one investor's checklist.
Investor Lens
BETA
Beta — reads across the Data section, from the last data refresh. Some checks are approximations (open the info sheets for details).
Notes
Position
Academy
Section Title
Section Description
Notes
Select a note on the left, or start a new one.
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Investment Log
Your written investment theses, grouped by company.
Select Investment Framework
Choose the analytical framework to apply for your new log entry.
Peter Lynch — GARP
Story-driven, category-first.
Classify the business (Fast Grower, Stalwart…), check valuation against that category, write the Two-Minute Drill. Investor Lens criteria pre-fill the fields.
Pulak Prasad — Quality
Reject almost everything.
The subtraction test: long record of high, stable returns on capital, fortress balance sheet, aligned management. Buy right, sit tight for a decade.
Warren Buffett — Moat
Durable advantage & owner earnings.
Circle of competence, a moat you can point to, profit that turns into cash, honest capital allocation, a clear margin of safety.
＋ Build your own
Your questions, your steps.
Define the sections and questions you actually ask yourself before buying. Reuse the method for every thesis and edit it any time.
Methods & lenses
A method is what you write — the questions you answer. A lens is what the data answers for you — checks scored against the company's figures. Link one to the other and the log arrives pre-filled.
Thesis methods
Investor lenses
Pick from the list, or type any ticker (e.g. a foreign holding not in the screener).
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Portfolio
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Closed positions
Position
Price vs your cost — dots mark each buy at the price you paid.
Transactions
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Settings
Account & preferences
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Plan
Beta — free
payments & invoices later
Ownerbackground · ~10–15 min
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This permanently deletes your account and every row tied to it — portfolio, journal, methods, lenses and preferences. It cannot be undone. Consider exporting your data first.
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Import your portfolio
Export the complete history from the day you opened the brokerage account
so every buy, sell, dividend, split and fee is captured. Re-importing a fresh export
later is safe — lines already known are ignored, and the notes / theses you
attached to a lot are kept.
Some brokers cap one export at 12 months (Trading 212 does). In that case download
one file per period, then select them all at once here — they are
stitched together, and an overlap between two files is not counted twice.
How to get that export, per broker:
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Select investment framework
Choose the analytical framework for this new log entry.
Buy right, sit tight. Quality compounder checklist, 10-year hold.
Warren Buffett
Moat & owner earnings. Circle of competence, intrinsic value.
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Title
Meaning
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Interpretation
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Alerts
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Alerts from these notes
An alert sends you a notification when a financial indicator moves past a threshold you set — so you find out quickly when a company's situation has actually changed. The list holds the indicators these notes mention; the baseline is today's value and stays fixed.
No recognised #indicator in these notes yet. Drop a # tag (e.g. #PER, #YIELD) into a note, or build one from the stock's Alerts tab.