Stock book — recorded daily series (US + TASE stocks)
Holdings
Symbol
Name
Qty
Price
Value $
Weight
P&L %
TASE funds
Fund
Qty
Price ₪
Value ₪
P&L %
Day %
Tracked in the workbook only (no per-fund ledger) — updated with the daily refresh.
Trade entry
Same commands the bot takes: "sold 5 AMAT at 601 yesterday", "add 10 AAPL at 150 USD", "list holdings", "log". Currency is required on adds (USD / ILS / ILA / …).
📐 Analytics
Returns vs SPY, volatility, beta, alpha, Sharpe, drawdowns + SWOT. Takes ≈2 min.
🎯 Optimizer
Max-Sharpe rebalance suggestions with concrete $ moves. Takes ≈2 min.
Thesis records
from reports/thesis.json
Run a valuation
Full DCF build (10-K segments, AI assumptions, scenarios) — can take up to 10 min.