Holdings

Add what you own and what you paid, one line per tranche. Each position is checked against this week's screen (Sticker, buy price, Big Five, drawdown, filings) and gets its dangers and insights. Everything stays in this browser: nothing is uploaded and the site never sees it. Use Export to back it up or move it to another device.

Checks are mechanical readings of automated SEC data, not advice. Rule #1 sells when the story changes (the moat, management or the reason you bought), not just because the price fell. "Reduce basis" here means adding tranches at or below the buy price.