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market_screener/finance-report.html
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2026-06-05 22:52:30 -04:00

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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Personal Finance — 2026-06-03</title>
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.card-value { font-size: 20px; font-weight: 700; color: #f1f5f9; margin-top: 4px; }
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tbody tr { border-bottom: 1px solid #1a2233; }
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.ticker { font-weight: 700; font-size: 14px; color: #f1f5f9; }
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.advice-green { color: #4ade80; font-weight: 600; }
.advice-yellow { color: #facc15; font-weight: 600; }
.advice-orange { color: #fb923c; font-weight: 600; }
.advice-red { color: #f87171; font-weight: 600; }
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<body>
<div class="header">
<h1>💰 Personal Finance</h1>
<div class="pill">Date <span>2026-06-03</span></div>
</div>
<div class="content">
<div class="section">
<h2>Portfolio — Hold / Sell / Add Advice</h2>
<div class="grid" style="margin-bottom:16px">
<div class="card">
<div class="card-label">Total Value</div>
<div class="card-value ">$41,451</div>
</div>
<div class="card">
<div class="card-label">Total Cost</div>
<div class="card-value ">$25,180</div>
</div>
<div class="card">
<div class="card-label">Total G/L</div>
<div class="card-value green">$16,271</div>
<div class="card-sub">64.6%</div>
</div>
<div class="card">
<div class="card-label">S&P 500 P/E</div>
<div class="card-value ">28.5x</div>
<div class="card-sub">Live benchmark</div>
</div>
</div>
<h2 style="margin-bottom:10px">Stocks &amp; ETFs</h2>
<table>
<thead><tr>
<th>Ticker</th><th>Source</th><th>Type</th><th>Shares</th>
<th>Cost Basis</th><th>Current</th><th>Value</th>
<th>G/L</th><th>Signal</th><th>Advice</th><th>Reason</th>
</tr></thead>
<tbody><tr>
<td class="ticker">AAPL</td>
<td><span style="background:#22c55e22;color:#22c55e;padding:2px 8px;border-radius:4px;font-size:11px;font-weight:600">Robinhood</span></td>
<td><span style="background:#1e293b;padding:2px 8px;border-radius:4px;font-size:11px">stock</span></td>
<td>10</td>
<td>$150.00</td>
<td>$315.20</td>
<td>$3,152.00</td>
<td class="green">110.1%</td>
<td class="gray" style="font-size:11px">⚠️ Speculation</td>
<td class="advice-orange">🟠 Reduce Position</td>
<td class="reason">In profit on a speculative position — take partial profits.</td>
</tr><tr>
<td class="ticker">PLTR</td>
<td><span style="background:#22c55e22;color:#22c55e;padding:2px 8px;border-radius:4px;font-size:11px;font-weight:600">Robinhood</span></td>
<td><span style="background:#1e293b;padding:2px 8px;border-radius:4px;font-size:11px">stock</span></td>
<td>50</td>
<td>$18.50</td>
<td>$152.17</td>
<td>$7,608.50</td>
<td class="green">722.5%</td>
<td class="gray" style="font-size:11px">❌ Avoid</td>
<td class="advice-red">🔴 Sell (Take Profits)</td>
<td class="reason">Fails both analyses — you're in profit, take it.</td>
</tr><tr>
<td class="ticker">TSLA</td>
<td><span style="background:#22c55e22;color:#22c55e;padding:2px 8px;border-radius:4px;font-size:11px;font-weight:600">Robinhood</span></td>
<td><span style="background:#1e293b;padding:2px 8px;border-radius:4px;font-size:11px">stock</span></td>
<td>3</td>
<td>$200.00</td>
<td>$423.74</td>
<td>$1,271.22</td>
<td class="green">111.9%</td>
<td class="gray" style="font-size:11px">❌ Avoid</td>
<td class="advice-red">🔴 Sell (Take Profits)</td>
<td class="reason">Fails both analyses — you're in profit, take it.</td>
</tr><tr>
<td class="ticker">MSFT</td>
<td><span style="background:#22c55e22;color:#22c55e;padding:2px 8px;border-radius:4px;font-size:11px;font-weight:600">Robinhood</span></td>
<td><span style="background:#1e293b;padding:2px 8px;border-radius:4px;font-size:11px">stock</span></td>
<td>5</td>
<td>$300.00</td>
<td>$441.31</td>
<td>$2,206.55</td>
<td class="green">47.1%</td>
<td class="gray" style="font-size:11px">✅ Strong Buy</td>
<td class="advice-green">🟢 Hold & Add</td>
<td class="reason">Passes both analyses. Strong conviction.</td>
</tr><tr>
<td class="ticker">VOO</td>
<td><span style="background:#3b82f622;color:#3b82f6;padding:2px 8px;border-radius:4px;font-size:11px;font-weight:600">Vanguard</span></td>
<td><span style="background:#1e293b;padding:2px 8px;border-radius:4px;font-size:11px">etf</span></td>
<td>8</td>
<td>$380.00</td>
<td>$698.26</td>
<td>$5,586.08</td>
<td class="green">83.8%</td>
<td class="gray" style="font-size:11px">⚡ Momentum</td>
<td class="advice-yellow">🟡 Hold</td>
<td class="reason">Up significantly on momentum — consider partial profit-taking.</td>
</tr><tr>
<td class="ticker">BND</td>
<td><span style="background:#3b82f622;color:#3b82f6;padding:2px 8px;border-radius:4px;font-size:11px;font-weight:600">Vanguard</span></td>
<td><span style="background:#1e293b;padding:2px 8px;border-radius:4px;font-size:11px">etf</span></td>
<td>15</td>
<td>$75.00</td>
<td>$73.20</td>
<td>$1,098.00</td>
<td class="red">-2.4%</td>
<td class="gray" style="font-size:11px">🔄 Neutral</td>
<td class="advice-yellow">🟡 Hold</td>
<td class="reason">No clear edge. Review on any catalyst.</td>
</tr><tr>
<td class="ticker">O</td>
<td><span style="background:#22c55e22;color:#22c55e;padding:2px 8px;border-radius:4px;font-size:11px;font-weight:600">Robinhood</span></td>
<td><span style="background:#1e293b;padding:2px 8px;border-radius:4px;font-size:11px">stock</span></td>
<td>20</td>
<td>$52.00</td>
<td>$59.91</td>
<td>$1,198.20</td>
<td class="green">15.2%</td>
<td class="gray" style="font-size:11px">✅ Strong Buy</td>
<td class="advice-green">🟢 Hold & Add</td>
<td class="reason">Passes both analyses. Strong conviction.</td>
</tr></tbody>
</table>
<h2 style="margin-top:24px;margin-bottom:10px">Crypto</h2>
<table>
<thead><tr>
<th>Ticker</th><th>Source</th><th>Shares</th>
<th>Cost Basis</th><th>Current</th><th>Value</th>
<th>G/L</th><th>Advice</th><th>Note</th>
</tr></thead>
<tbody><tr>
<td class="ticker">BTC-USD</td>
<td><span style="background:#8b5cf622;color:#8b5cf6;padding:2px 8px;border-radius:4px;font-size:11px;font-weight:600">Coinbase</span></td>
<td>0.25</td>
<td>$45,000.00</td>
<td>$66,289.92</td>
<td>$16,572.48</td>
<td class="green">47.3%</td>
<td class="advice-yellow">🟡 Hold</td>
<td class="reason">Crypto — no fundamental analysis. Track price and manage risk manually.</td>
</tr><tr>
<td class="ticker">ETH-USD</td>
<td><span style="background:#8b5cf622;color:#8b5cf6;padding:2px 8px;border-radius:4px;font-size:11px;font-weight:600">Coinbase</span></td>
<td>1.5</td>
<td>$2,800.00</td>
<td>$1,838.88</td>
<td>$2,758.32</td>
<td class="red">-34.3%</td>
<td class="advice-red">🔴 Review position</td>
<td class="reason">Crypto — no fundamental analysis. Track price and manage risk manually.</td>
</tr></tbody>
</table>
</div>
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</body>
</html>