Add live portfolio dashboard for Claude Picks - #1
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Hypothetical $100K equal-weight portfolio tracking NVDA, MSFT, META, AMZN, TSLA, PLTR, CRWD, AXON, DDOG, HOOD with real-time Yahoo Finance quotes, baseline (May 30 2026) and YTD performance, auto-refreshing every 30 seconds. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Yahoo Finance v7 quote endpoint now requires crumb auth which CORS proxies can't pass. Switch to v8/finance/chart per-symbol (no crumb needed), fetch all symbols in parallel, and add thingproxy and proxy.cors.sh as additional fallbacks. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Drop MSFT, META, TSLA, PLTR, AXON, HOOD, AMZN. Add APP, ANET, ARM, NET, COIN, MELI, NU. Keep NVDA, CRWD, DDOG (top performers). New baseline set to May 30 2026 rebalance date. Target: beat S&P 500 by 10%+. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Update ytdStart prices to Dec 31 2025 closing prices so YTD column reflects performance from Jan 1 2026 for all holdings including the 7 new additions from the rebalance. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Adds a Signal column (CUT/TRIM/ADD/WATCH/HOLD) to each stock row based on 52-week high distance, portfolio weight, and YTD performance vs SPY. Fixes summary card IDs for alert count display. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Shows 5 bench candidates (PLTR, AXON, TTD, SNOW, HIMS) with YTD, vs-S&P, and 52w-high distance. Each gets a READY/WATCH/NOT YET readiness badge — when a portfolio stock fires CUT, the bench shows what to swap in. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
…alues Switches from range=1d to range=ytd so the first close in the response is the actual first trading day of 2026, eliminating all estimated ytdStart hardcoded prices for both portfolio and bench stocks. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Fetches 2 years of daily historical prices for all IRA holdings via Yahoo Finance, reconstructs portfolio value each trading day using current share quantities, and plots against VOO — both indexed to $190K starting value on Jan 2, 2025. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
VOO line now mirrors exact contribution schedule: $190K on Jan 2 2025, $7K spread monthly through 2025, $820 spread monthly through 2026. Vertical green tick marks show each monthly Roth contribution. Quarterly labels show cumulative contribution amount. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
chartPreviousClose with range=ytd returns Dec 31 (chart start), not the prior trading day. regularMarketPreviousClose is always the actual previous session close regardless of range. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Updated quantities: FBTC 181.333, VGT 1303.465. Total $294,079. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Jun 4 closes: VGT $122.82, VT $158.54, GOOGL $372.19, NVDA $218.66, AVGO $418.91, FBTC $55.27. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Jun 11 prices: VGT $116.08, VT $155.59, GOOGL $357.66, NVDA $204.66, AVGO $385.01, FBTC $55.32. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
GOOGL shares +0.037 (div reinvest). Prices: VGT $120.00, VT $157.52, GOOGL $367.63, NVDA $209.87, AVGO $409.07, FBTC $54.55. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Closes: VGT $120.09, VT $157.71, GOOGL $367.99, NVDA $210.20, AVGO $410.79, FBTC $54.70. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
VT +1.209 shares (div reinvest). Closes: VGT $113.82, VT $153.90, GOOGL $336.10, NVDA $191.72, AVGO $363.94, FBTC $51.95. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Extends CONTRIBUTIONS with a 2027 monthly loop and updates totalContributed. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Refreshed holdings, quantities, and quotes from Robinhood positions. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Refreshed holdings, quantities, and quotes from Robinhood positions. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
Refreshed holdings, quantities, and quotes from Robinhood positions. https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC
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Summary
This PR introduces a new live portfolio dashboard (
docs/index.html) that displays real-time stock price data for a hypothetical equal-weight portfolio of 10 tech stocks, with performance metrics calculated against baseline and YTD 2026 reference points.Key Changes
Implementation Details
https://claude.ai/code/session_01Fy9pXDNCTxc1EZjB5gvAQC