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FIVESTRAT
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PORTFOLIO
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Vegeta:
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Live
FX · loading...
Goku · The Plan
Invested · cost basis
$0.00
SCOUTER ·
0
Broly · Raw Power
Market value · current
$0.00
Deploy cycle
\u2014
loading\u2026
Today's mover
\u2014
loading\u2026
Last trade
\u2014
no trades yet
Next catalyst
\u2014
none scheduled
📅 UPCOMING EVENTS
next 90 days
90d
Hide spec
STRATEGY VITALS
THESIS SIGNALS
auto · catalysts · triggers · vitals
Actions pending
0
no triggers firing
Unrealised P&L
—
enter purchases
Monthly DCA
$1,700
AUD / month
Phase
Build
month 0
ALLOCATION
$0
AUD
TARGET vs ACTUAL
HOLDINGS
tap for full detail
PROFIT & LOSS
All values in AUD · Live market data
Invested
—
No trades yet
Current value
—
Market value
Unrealised P&L
—
Since first trade
Realised P&L
—
Best day
—
Worst day
—
PORTFOLIO VALUE OVER TIME
1M
3M
6M
All
↻ Refresh
PER STOCK
MONTHLY RETURNS
INVESTMENT THESIS
per stock rationale
STRATEGY & PLAYBOOK
today's actions, then everything else
◆ TODAY'S ACTIONS
auto · prices & catalysts
⚡ WHY? · ACTIVE SIGNALS
0 firing
▾
\u2713 ACTED ON
0 entries
\u25be
◆ TRIGGER LIBRARY
all rules · per stock
▾
📋 PLAYBOOK · phases, rules, end state
▾
Month-by-month phases
Live trigger monitor
The 4 rules
📈 Target end state
CATALYSTS & EVENTS
curated catalyst calendar — edit in catalog
TRADES
buys & sells — all values auto-calculated
LIVE PRICES
auto-fetching...
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BUYS
+ Add buy
Enter each purchase separately. Total paid = shares × price × FX rate. Cost basis and P&L calculated automatically.
Date
Stock
Shares
Price (local)
Currency
Fees
Total paid (AUD)
Notes
SELLS
+ Add sell
Record each sale. Realised P&L = total received − cost of shares sold (uses avg cost basis per stock).
Date
Stock
Shares
Price (local)
Currency
Fees
Total received (AUD)
Realised P&L
Notes
SETTINGS
portfolio configuration
LIVE FX RATES
USD→AUD
—
PLN→AUD
—
EUR→AUD
—
fetching...
Refresh
PORTFOLIO SETTINGS
Investment start date
Used for phase tracking
Monthly DCA amount (AUD)
Deposited each month
DCA day of month
When you deploy capital each month (1\u201328). Drives the Awareness Engine cycle window.
Save settings
Export backup
Import backup
🔔 Enable alerts
CONVICTION SCORES · AUTO
Set automatically from your investment strategy. Drives BUY vs STRONG BUY signals.