porticific

Portfolio journal · web + Claude (MCP)

Write down why you bought.
Check it every day.

Holdings, buy theses, daily and weekly analysis in one place. Not "did the price go up" but "does my reason still hold".

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NVDAsample data

Buy thesis

  • Data-center revenue keeps growingIntact
  • Customer capex is risingIntact
  • Share holds against rivalsWeakened
  • Export curbs have limited impactBroken
Today's signalConsider adding
MCP tools
40+
from reading to recording
Snowflake
6 axes
value · future · past · health · dividend · risk
Thesis status
3 states
intact · weakened · broken
Analysis
2 cadences
daily + weekly rebalancing view

A day with it

Record → split → check → adjust

  1. 1

    Write down the reason

    Log buys and sells in the ledger and average cost, unrealized and realized P&L and cash weight are computed for you. Write the thesis right there.

  2. 2

    Split it into falsifiable claims

    Not one line like "AI winner" but claims you can check, such as "data-center revenue grows every quarter".

  3. 3

    Check status daily

    Each claim is tracked as intact / weakened / broken with history. The daily analysis adds a per-stock signal, six-axis scores and a portfolio summary shaped by your profile.

  4. 4

    Review weights weekly

    The weekly analysis gathers themes, weights and upcoming events, and adds a rebalancing view.

Features

Only what you need, done precisely

  • Holdings and trade ledger

    Average cost, P&L and cash weight come from the ledger. Corrections are a separate action, so records never change silently.

  • Thesis validation

    Track status per claim and keep the check history. A weakened claim becomes an alert candidate.

  • Snowflake scores

    The daily analysis saves 0–5 scores for value, future, past, health, dividend and risk; the dashboard and stock page chart them.

  • Watchlist and events

    Keep a watchlist and see upcoming events such as earnings. Earnings results are saved from the analysis.

  • Recurring buys (DCA)

    Register a plan and expected fills are estimated and reconciled with what you actually bought.

  • Email alerts

    Only important changes, like a weakened thesis, in a digest. You choose what to receive.

Works with Claude

Ask in conversation. Writes only when you say so.

Connect any MCP-capable AI client and use 40+ tools. Write actions (recording trades, editing a thesis) only run when you ask for them.

Summarize my portfolio

Value $38,420, cash 8.8%. One weakened thesis: AMZN "retail margin gains". Next earnings is 10/24.

Show the AMZN thesis history

9/12 intact → 10/03 weakened, citing higher opex guidance. I will only change records when you tell me to.

Trust

Your data stays yours

  • Row-level access control

    RLS on all user data; writes happen only in verified server code.

  • Delete your account

    Delete the account in settings and all of your records go with it.

  • Not investment advice

    A tool for personal records and analysis notes. Decisions and responsibility are yours.

Before the next buy, write the reason first

Start right away with your Google account.

Continue with GoogleSee the demo first