Portfolio Cockpit
A personal investing cockpit — portfolio sync, decision support, and investment journal
Most portfolio trackers just display numbers. This one grades each position — flagging holdings outside your circle of competence, detecting idle cash, and classifying broad-ETF vs single-stock exposure — so the app nudges decisions instead of just reporting outcomes.
A self-directed investor’s cockpit. Syncs a Questrade brokerage account into Firestore via the Questrade REST API (with Yahoo Finance for symbol metadata and forward yield), then surfaces positions through a Next.js dashboard covering holdings, performance, insights, transactions, and tax.
Beyond tracking, a rules-based advice engine grades each position against checks like circle-of-competence, broad-ETF classification, and idle-cash — turning a read-only tracker into a decision-support tool. Performance math is deliberately honest: Contributed vs Earned uses capital-at-risk calculations instead of misleading ”% vs contributions,” and the DRIP simulator seeds defaults from actual 12-month contribution rate and historical price-only CAGR. A reading log and per-trade journal round it out for capturing the thinking behind each trade.
Live Questrade sync
Syncs brokerage positions and transactions into Firestore via the Questrade REST API, with Yahoo Finance for symbol metadata and forward yield.
Rules-based advice engine
Grades each holding against checks like circle-of-competence, broad-ETF classification, and idle-cash — turning a tracker into a decision-support tool.
Honest performance math
Contributed vs Earned uses capital-at-risk math instead of the misleading '% vs contributions' that most trackers show.
DRIP simulator
Seeds defaults from your actual 12-month contribution rate and historical price-only CAGR — not optimistic assumptions.
Investment journal
Reading log and per-trade journal for capturing the reasoning behind each buy, sell, or hold.
Connect Questrade
Link a brokerage account. Positions and transactions sync into Firestore automatically.
Get graded
The advice engine runs rules against each holding — competence, diversification, idle cash — and surfaces what to look at.
Journal the decision
Log the reasoning behind a trade before you make it, then revisit it later when the thesis plays out or doesn't.
Is it publicly available?
No — it's a personal tool in beta. The underlying patterns (rules engine, honest performance math) may ship as a product later.
Does it place trades?
No. It's read-only by design. The app helps you make decisions; you execute them in your brokerage.
Which brokers are supported?
Questrade today, via their REST API. Other brokers could be added — the sync layer is broker-agnostic.
Why Firestore instead of a real database?
Firestore keeps the stack serverless and matches the INNERPI infra. For a single-user tool with modest data volume, the trade-off is worth it.