Portfolio · covered names
+$6,340
+24.75% · $31,961 MV vs $25,621 cost · 14 equities · 5 broker accts · 13 Sivan 5786 · Nasso (Diaspora) · 3:01 PM ET
Today's moves the engine sees
ASML · top winner+115%
+$3,747 on $3,247 cost · Schwab .898 · engine: HOLD
META · 2nd largest gain+62%
+$2,108 across all 4 Sam accts · engine: HOLD
SPY · biggest position+7.6%
$7,456 MV (23% of book) · engine: WATCH (extended)
UNG · only drag-36%
-$152 · Schwab .898 · engine: WATCH · thesis review due
By owner / broker
SAM (Fidelity + Schwab)+$5,820
~25.1% · 5 accounts (5692 + 720600 + 835692 + .898 + .436)
KIDS (Fidelity 5378 + 4073)+$520
~22.3% · 2 custodial accounts
What I shipped this session
Cost basis import112 entries
All 14 held equities covered · 5 broker CSVs merged
Performance slicing4 tiles
SAM / KIDS / FIDELITY / SCHWAB on the headline card
Cash/Equity/Margin cardlive
Per-broker rows · margin slot waits for SETMARGIN
Nightly snapshotCF cron
10pm ET daily · no Apps Script re-auth ever needed
Dashboard mockups3 variants
A cockpit · B briefing · C minimal — pick one
"If 100% SPY" lineon perf card
Counters the skeptic's would-you-have-done-better question
For you when you're back
Pick a dashboard layout
/mockups/2026-05-29_mis-dashboard-A-cockpit.html · /B-briefing.html · /C-minimal.html
Record margin per account
Bot: MIS SETMARGIN <acct> <avail> <used>
Pick this compact view or the full report
/2026-05-29_15-01_briefing_mis-status-compact.html (this) vs /2026-05-29_14-15_briefing_mis-status-report.html (long)