Upload a CSV portfolio, review active buy and sell signals on the overview page, and drill into the dashboard to inspect price, daily change, dividend yield, analyst rating, F-Score, and price history for every security.
Go to the home page and drag or select a .csv file. Each file becomes its own named portfolio profile. The file name (without .csv) becomes the profile name.
The file must use a semicolon delimiter and contain exactly two columns:
Name;Symbol
Apple;AAPL
Coca-Cola;KO
ASML Holding;ASML
Ticker symbols must match Yahoo Finance — e.g. ASML for ASML Holding, BRK-B for Berkshire Hathaway B.
The overview page lists every profile and shows only securities with an active signal — no neutral positions appear here. Use it for a quick morning scan.
Each signal entry shows:
Signals are generated from moving average crossovers on daily closing prices. A BUY fires when the short-term MA crosses above the long-term MA; a SELL fires on the reverse.
The dashboard shows all securities in a profile — not just those with signals — so you can compare the full watchlist at a glance.
| Column | Description | Example |
|---|---|---|
| Close | Latest closing price in the security's native currency. Updated once per trading day. | $214.10 |
| Change | Percentage change from the previous trading day's close. Positive values are green, negative red. | +1.34 % |
| Dividend | Trailing twelve-month dividend yield as reported by Yahoo Finance. | 3.12 % |
| Analyst | Consensus analyst rating on a 1–5 scale: 1 = Strong Buy, 3 = Hold, 5 = Strong Sell. Based on the number of analyst recommendations aggregated by Yahoo Finance. | 1.8 (18 analysts) |
| F-Score | Piotroski F-Score (0–9). Measures fundamental strength across profitability, leverage, and operating efficiency. Higher is better. | 7 / 9 |
| Signal | Current moving-average signal. BUY or SELL if active, — if neutral. | BUY |
Click any stock name in the dashboard table to open an inline price chart directly below the table. Click the same name again or press ✕ Close to dismiss it.
Use the interval buttons to zoom into a time window:
Signal markers appear directly on the price line: a green ▲ for BUY and a red ▼ for SELL. Hover over any point to see the exact date and closing price in a tooltip.
The chart is only visible on desktop screens (≥ 700 px wide). No additional data is loaded when switching intervals — the full history is fetched once and filtered client-side.
The F-Score assigns one point for each of nine fundamental criteria, grouped into three areas:
Score interpretation:
0–2 Low · 3–6 Medium · 7–9 High
Example: Apple (AAPL) typically scores 7–8, reflecting strong cash generation and improving margins. Scores from 0 to 2 indicate weaker fundamentals, 3 to 6 a middle range, and 7 to 9 stronger quality.