+
+
+
+
+ {#if error}
+
⚠ {error}
+ {/if}
+
+ {#if loading || loadingCats}
+
+
+ {/if}
+
+ {#if ctx}
+
+
+
+ 10Y
+ {ctx.riskFreeRate?.toFixed(2)}%
+
+
+ VIX
+ {ctx.vixLevel?.toFixed(1)}
+
+
+ S&P
+ {ctx.sp500Price?.toLocaleString()}
+
+
+ S&P P/E
+ {fmtPE(ctx.benchmarks?.marketPE?.toFixed(1))}
+
+
+ Tech P/E
+ {fmtPE(ctx.benchmarks?.techPE?.toFixed(1))}
+
+
+ REIT Yld
+ {ctx.benchmarks?.reitYield?.toFixed(2)}%
+
+
+ IG Sprd
+ {ctx.benchmarks?.igSpread?.toFixed(2)}%
+
+
+ Rates
+ {ctx.rateRegime}
+
+
+ Vol
+ {ctx.volatilityRegime}
+
+
+
+
+
+
+
+
+
+
+ Ticker
+ Type
+ Signal
+ Mkt-Adjusted
+ Fundamental
+
+
+
+ {#each allAssets as r}
+
+ {r.asset.ticker}
+ {r.asset.type}
+
+ {verdictShort(r.inflated.label)}
+
+
+
+
+ {verdictShort(r.fundamental.label)}
+
+
+
+ {/each}
+
+
+
+
+
+ {#each ['STOCK', 'ETF', 'BOND'] as type}
+ {#if results[type]?.length}
+ {@const count = results[type].length}
+
+
+
+
+
+
+
+ Ticker
+ Price
+ Verdict
+ Score
+ {#if type === 'STOCK'}
+ Sector
+ P/E PEG ROE%
+ OpMgn% FCF% D/E
+ Flags
+ {:else if type === 'ETF'}
+ Expense Yield AUM 5Y Ret
+ {:else}
+ YTM Duration Rating
+ {/if}
+
+
+
+ {#each sorted(results[type]) as r}
+ {@const mode = getTab(type)}
+ {@const m = r.asset.displayMetrics ?? {}}
+ {@const v = r[mode]}
+
+ {r.asset.ticker}
+ {m.Price ?? '—'}
+
+
+ {verdictShort(v.label)}
+
+
+ {v.scoreSummary}
+ {#if type === 'STOCK'}
+ {m.Sector ?? '—'} {m['P/E'] ?? '—'}
+ {m['PEG'] ?? '—'}
+ {m['ROE%'] ?? '—'}
+ {m['OpMgn%'] ?? '—'}
+ {m['FCF Yld%'] ?? '—'}
+ {m['D/E'] ?? '—'}
+
+ {#each v.audit?.riskFlags ?? [] as flag}
+ ⚠ {flag}
+ {/each}
+
+ {:else if type === 'ETF'}
+ {m['Exp Ratio%'] ?? '—'}
+ {m['Yield%'] ?? '—'}
+ {m['AUM'] ?? '—'}
+ {m['5Y Return%'] ?? '—'}
+ {:else}
+ {m['YTM%'] ?? '—'}
+ {m['Duration'] ?? '—'}
+ {m['Rating'] ?? '—'}
+ {/if}
+
+ {/each}
+
+
+
+ {/if}
+ {/each}
+
+ {#if results.ERROR?.length}
+
+ Failed {results.ERROR.length}
+
+ {#each results.ERROR as e}
+
{e.ticker} {e.message}
+ {/each}
+
+ {/if}
+ {/if}
+
+
+
+
+ {#if showForm}
+
+ {/if}
+
+
+ {#if (data.events ?? []).length > 0}
+
+
+
+ {#each upcoming as ev}
+
+
{ev.date}
+
+ {ev.ticker}
+
+ {eventIcon(ev.type)} {ev.label}
+ {#if ev.detail}· {ev.detail} {/if}
+
+ {#if ev.epsEstimate != null}
+ EPS est. ${ev.epsEstimate?.toFixed(2)} · Rev est. {fmtMoney(ev.revEstimate)}
+ {/if}
+
+
+ {/each}
+ {#if past.length > 0}
+
— Past —
+ {#each past as ev}
+
+
{ev.date}
+
+ {ev.ticker}
+
+ {eventIcon(ev.type)} {ev.label}
+
+
+
+ {/each}
+ {/if}
+
+ {/if}
+
+
+ {#if data.error}
+
⚠ {data.error}
+ {:else if data.calls.length === 0}
+
No market calls yet. Create your first one to start tracking.
+ {:else}
+ {#each data.calls as call}
+
+
+
+
+
{call.thesis}
+
+ {#if Object.keys(call.snapshot ?? {}).length}
+
+
View performance →
+ {/if}
+
+ {/each}
+ {/if}
+
+ {#if data?.error}
+
⚠ {data.error}
+
+ {:else if data}
+
+
+
+
+ {data.quarter}
+ {data.date}
+ ({daysSince(data.date)} days ago)
+
+
{data.title}
+
{data.thesis}
+
+
+
+
+
+
+
+
+
+
+ Ticker
+ Call Price
+ Now
+ Return
+ Call Signal
+ Now Signal
+ Call Verdict
+ Now Verdict
+
+
+
+ {#each tickers as ticker}
+ {@const snap = snapshot[ticker]}
+ {@const cur = current[ticker]}
+ {@const ret = pctChange(snap?.price, cur?.price)}
+ = 10} class:worst={ret != null && ret <= -10}>
+ {ticker}
+ {fmt(snap?.price)}
+ {fmt(cur?.price)}
+ {fmtPct(ret)}
+
+ {#if snap?.signal}
+ {snap.signal}
+ {:else}
+ —
+ {/if}
+
+
+ {#if cur?.signal}
+ {cur.signal}
+ {:else}
+ —
+ {/if}
+
+
+ {#if snap?.inflatedVerdict}
+
+ {snap.inflatedVerdict.replace(/[🟢🟡🔴]/u, '').trim()}
+
+ {:else}
+ —
+ {/if}
+
+
+ {#if cur?.inflatedVerdict}
+
+ {cur.inflatedVerdict.replace(/[🟢🟡🔴]/u, '').trim()}
+
+ {:else}
+ —
+ {/if}
+
+
+ {/each}
+
+
+
+ {/if}
+
+ {#if loading}
+
+
+
+ {:else if loadError}
+
{loadError}
+
+ {:else if data?.advice}
+
+
+
+ {formOpen ? '✕ Cancel' : '+ Add Holding'}
+
+ {#if refreshing}
+ Updating prices…
+ {/if}
+
+
+
+ {#if formOpen}
+
+ {/if}
+
+ {#if data.marketContext}
+
+ {/if}
+
+
+
+
+
+ Total Value
+
+ ?
+ Current market value of all holdings. Calculated as shares × live price from Yahoo Finance for each position.
+
+
+
{fmtShort(totalValue)}
+
+
+
+ Total Cost
+
+ ?
+ Total amount invested — sum of (cost basis per share × shares) across all positions. Based on the cost basis you entered.
+
+
+
{fmtShort(totalCost)}
+
+
+
+ Total G/L
+
+ ?
+ Total unrealised gain or loss — Total Value minus Total Cost. Green means you're up overall; red means you're down.
+
+
+
{fmtShort(totalGL)}
+
+
+
+
+
+ Holdings — Hold / Sell / Add Advice
+
+
+
+
+ {#if data.personalFinance}
+ {@const pf = data.personalFinance}
+
+
+
Net Worth
+
{fmtShort(pf.netWorth)}
+
+
+
Total Assets
+
{fmtShort(pf.totalAssets)}
+
+
+
Liabilities
+
{fmtShort(pf.totalLiabilities)}
+
+
+
Cash ({pf.cashPct}%)
+
{fmtShort(pf.totalCash)}
+
+
+
Investments ({pf.investPct}%)
+
{fmtShort(pf.totalInvestments)}
+
+ {#if pf.savingsRate != null}
+
+
Savings Rate
+
{pf.savingsRate}%
+
+ {/if}
+
+
Monthly Income
+
{fmtShort(pf.totalIncome)}
+
+
+
Monthly Spend
+
{fmtShort(pf.totalSpend)}
+
+
+
+
+
+ Accounts
+
+ Account Type Institution Balance
+ {#each pf.accounts as a}
+
+ {a.name}
+ {a.type} {a.org}
+ {fmt(a.balance)}
+
+ {/each}
+
+
+
+
+
+ Spending — Last 30 Days
+
+ Category Amount % Share
+ {#each pf.categoryBreakdown.slice(0, 10) as c}
+
+ {c.category}
+ {fmt(c.amount)}
+ {c.pct}%
+
+
+
+
+ {/each}
+
+
+
+
+ {/if}
+
+ {/if}
+
+
+
+ {#if data.error}
+
⚠ {data.error}
+ {/if}
+
+ {#if data.marketContext}
+
+ {/if}
+
+
+ {#if strongEtfs.length || strongBonds.length}
+
+
+ {#if strongEtfs.length}
+
+
+
+
+
+
+ Ticker
+ Price
+ Mkt-Adj
+ Graham
+ Expense
+ Yield
+ AUM
+ 5Y Ret
+ Score
+
+
+
+ {#each sorted(strongEtfs) as r}
+ {@const m = r.asset.displayMetrics ?? {}}
+
+ {r.asset.ticker}
+ {m.Price ?? '—'}
+ {verdictShort(r.inflated.label)} {verdictShort(r.fundamental.label)} {m['Exp Ratio%'] ?? '—'}
+ {m['Yield%'] ?? '—'}
+ {m['AUM'] ?? '—'}
+ {m['5Y Return%'] ?? '—'}
+ {r.inflated.scoreSummary}
+
+ {/each}
+
+
+
+ {/if}
+
+ {#if strongBonds.length}
+
+
+
+
+
+
+ Ticker
+ Price
+ Mkt-Adj
+ Graham
+ YTM
+ Duration
+ Rating
+ Score
+
+
+
+ {#each sorted(strongBonds) as r}
+ {@const m = r.asset.displayMetrics ?? {}}
+
+ {r.asset.ticker}
+ {m.Price ?? '—'}
+ {verdictShort(r.inflated.label)} {verdictShort(r.fundamental.label)} {m['YTM%'] ?? '—'}
+ {m['Duration'] ?? '—'}
+ {m['Rating'] ?? '—'}
+ {r.inflated.scoreSummary}
+
+ {/each}
+
+
+
+ {/if}
+ {:else}
+
+ No assets currently pass both gates — market conditions may be elevated.
+ Check the Watch List below for assets passing at least one mode.
+
+ {/if}
+
+
+ {#if watchEtfs.length || watchBonds.length}
+
+
+ {#if watchEtfs.length}
+
+
+
+
+
+
+ Ticker
+ Price
+ Signal
+ Mkt-Adj
+ Graham
+ Expense
+ Yield
+ AUM
+ 5Y Ret
+
+
+
+ {#each sorted(watchEtfs) as r}
+ {@const m = r.asset.displayMetrics ?? {}}
+
+ {r.asset.ticker}
+ {m.Price ?? '—'}
+ {verdictShort(r.inflated.label)} {verdictShort(r.fundamental.label)} {m['Exp Ratio%'] ?? '—'}
+ {m['Yield%'] ?? '—'}
+ {m['AUM'] ?? '—'}
+ {m['5Y Return%'] ?? '—'}
+
+ {/each}
+
+
+
+ {/if}
+
+ {#if watchBonds.length}
+
+
+
+
+
+
+ Ticker
+ Price
+ Signal
+ Mkt-Adj
+ Graham
+ YTM
+ Duration
+ Rating
+
+
+
+ {#each sorted(watchBonds) as r}
+ {@const m = r.asset.displayMetrics ?? {}}
+
+ {r.asset.ticker}
+ {m.Price ?? '—'}
+ {verdictShort(r.inflated.label)} {verdictShort(r.fundamental.label)} {m['YTM%'] ?? '—'}
+ {m['Duration'] ?? '—'}
+ {m['Rating'] ?? '—'}
+
+ {/each}
+
+
+
+ {/if}
+ {/if}
+