Total Wealth

$0

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1D1W1M1YALL

Allocation · total wealth

Today's 3 Moves

· AI Copilotupdated now

Portfolio Map · size = position value · color = P&L

P&L %WeightValue

Positions that need you

Trades →

My movers today

● live

% vs prev close · $ = USD impact on net worth

Portfolio

Holdings Monthly Plan Goals Signals

CURRENT VALUE

$0

VALUE · 90D

Monthly Base

$0

Net Growth

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Holdings

0

Best / Worst

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Allocation Explorer · size = value · color = P&L

TreemapBubbleSunburst

Allocation by class

By broker

Rebalancing drift

Dividends & yield

net · trailing 12mo

Holdings 0

Holdings table — tap to collapse/expand

Ticker	Type	Sub	Broker	Qty	Alloc	Cost	Cost $	Price	Src	Value	P&L	P&L%	XIRR	Div	Weight	Act

Contribution to return

unrealized · USD

Concentration risk

top-5 + HHI

diversifiedconcentrated

DCA opportunities

averaging-down on losers

Monthly Plan

Holdings Monthly Plan Goals Signals

DEPLOYED THIS MONTH

$0

—MONTH FILL

Reconciled months

0

Total deployed

$0

Avg / month

$0

Monthly base

$0

This month's deploy

Timeline

Monthly breakdown

Full per-holding breakdown

FX rates by month

Month	USD/TRY	EUR/TRY	Total TRY	Base USD	Status	Act

Trades

OPEN P&L · MARKED TO LIVE

$0

—RISK USED

Open Positions

0

TD Accrued

$0

Realized P&L

$0

Win Rate

0%

Proximity - closest to TP1 · SL - entry - price - TP1

R-Multiple risk / reward

R = (TP1−entry)/(entry−SL)

Open Risk

if every SL hits

Active Trades 0

Active trades table — tap to collapse/expand

Ticker	Type	HZ	Side	Cur	Entry	Qty	Lev	Price	P&L	P&L%	Exp P&L	SL	TP1	TP2	Status	Act

Trade Journal closed

Ticker	Exit	P&L	Result

Details & stats

Realized equity curve

cumulative realized

Currency exposure

holdings+cash+trades · USD

Trade Journal

REALIZED PERFORMANCE

Cash & P&L

CASH POSITION

TOTAL LIQUID · USD EQUIV

$0

—RESERVE

REALIZED P&L · FY

$0

DIVIDENDS · NET

$0

RESERVE COVERAGE

$0

TRY IDLE SHARE

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LEDGERS · SUMMARY FIRST, TABLES ONE CLICK AWAY

Reserve Fund ▾

TOTAL (TRY)

₺0

USD EQUIV

$0

No reserves

Date	Type	Cur	Amount	Funded	Note

Strategic Reserve ▾

Deployable T+0 · yield-bearing · principal counts as reserve, interest books to earnings. Manage (rate change / close) on the Trades page.

Deposit	Bank	Principal	Rate	Accrued (net)	Since

Dividends ▾

Date	Ticker	Cur	Gross	WHT	Net	DRIP	Note

Cash Transactions ▾

Date	Type	Cur	Amount	Note

Realized P&L ▾

Date	Ticker	Cur	Qty	Entry	Exit	P&L	P&L USD

Cumulative P&L chart ▾

Cash flow breakdown by currency & type ▾

EXPLICIT CURRENCY EVERYWHERE · LEDGER IS TRUTH

AI Advisory

NEXT BEST MOVES

QUEUE · RANKED, MONEY-SAVING FIRST

CONFIRM-ALWAYS · NO AUTO-EXECUTION · EVIDENCE REQUIRED OR DROPPED · "NO SIGNAL" IS A VALID ANSWER

Alpha Ledger

IGNORING THE ADVISORY — ACTIVE LANE · PER $1K PER REC

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FI-DAYS SAVED

Report card by advice type $1k unit · resolved + open-marked

Type	N	Hit	Avg α	Total α

Coverage what is and is not scored

Small n, short window — observations, not verdicts. Unit-notional ≠ real position sizing. Retirement lane is counted, never scored: ignoring advice there is policy, not a decision. Scores are derived client-side on demand — nothing is stored locally or in the cloud.

Followed vs Ignored SAME $1K COUNTERFACTUAL · REASONS FROM DISMISS/ACT CAPTURE

✓ FOLLOWED—

✕ IGNORED / DISMISSED—

History

AUDIT TRAIL · EVENTS TODAY

0

All Trade Portfolio Cash Alert Holding Advisory Price System Sync

Time	Action	Ticker	Details

Tax

Integrity

Income & Expenses

SURPLUS ENGINE · THIS MONTH

SURPLUS · ESTIMATED

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PULSE

SURPLUS · LAST 12 MO · INCOME ↑ EXPENSE ↓

FORWARD · NEXT 12 MO CUMULATIVE

THIS MONTH BURN

DEBT-FREE COUNTDOWN

DISPOSABLE

DETAIL · SUMMARY FIRST, EVERYTHING EDITABLE ONE CLICK AWAY

Monthly Breakdown ▾

Month	Income	Portfolio	Paid	Projected	Surplus (Est.)	Recon	Status	Act

Salary income is entered per month inside each month's editor (Open on any month, past included). Projection uses median of the last 3 closed months.

Recurring Expenses ▾

One-Time Income ▾

12-Month Forward Projection chart + month table ▾

Month	Income	Expenses	Portfolio	Surplus	Cumulative	Loans Active	Events

What-If Scenario Engine income · fx · inflation · loans ▾

Income Change (%)

Investment Multiplier

USD/TRY Scenario

Inflation % (annual)

Remove Expense

Add Expense (TRY/mo)

New Loan Amount (TRY)

Loan Term (months)

Loan Monthly Payment

Liabilities bulk debts · multi-currency ▾

Name	Currency	Original	Remaining	TRY Equiv	USD Equiv	Paid %	Status	Actions

Debt Payoff Projection snowball · avalanche · custom ▾

Extra Payment (TRY/mo)

Loan	Monthly	Remaining	Total Owed	Payoff Month	Interest Saved	Order
TOTAL	—	—	—	—	—

EXPLICIT CURRENCY EVERYWHERE · EVERY MONTH — PAST INCLUDED — STAYS EDITABLE

Day	Amount (TRY)	Type	Note	Act
TOTAL	—

Day	Type	Description	Amount (TRY)	USD	Paid By	Status	Act
PAID	—	—
PROJECTED	—	—

Settings

API keys · notifications · data & backup · AI

Investment & API

Twelve Data API Key (free at twelvedata.com — 800 req/day)

Crypto cycle (K3 gate — the plan holds XRP until the weekly MM bars turn green; until you tick this, XRP's leg is zero and redistributed 60/40 BTC/ETH) XRP weekly MM turn confirmed

BIST Proxy URL (Google Apps Script — for BIST stock prices, setup guide)

Setup (5 min):
1. Open script.google.com → New Project
2. Delete default code, paste contents of zagx-bist-proxy.gs file
3. Deploy → New Deployment → Type: Web App
4. Execute as: Me · Who has access: Anyone
5. Click Deploy → Authorize → Copy the URL
6. Paste it here and click Test

MongoDB Signals (database & collection — connection string goes in Netlify env MONGODB_URI, never here)

Monthly Base (USD)

Equity Poll (sec)

Crypto Poll (sec)

Backup Reminder (days)

Rebalance Alert Threshold (%)

Opening Month (when you entered pre-SPEKTRX positions — declared, not measured)

Reserve Target ($) — blank = auto (6× essential outflow)

Trade Risk Budget ($) (empty = auto 5% of net worth)

TR Annual Inflation %

Notifications

Notification preferences

Trade Alerts Signal Alerts TD Maturity Price Targets Portfolio Alert Sound

Quiet Hours to

AI Configuration OpenAI-compatible · Anthropic · Ollama · LM Studio

Provider

Model

API Base URL

API Key (not needed for local providers)

Status

FX Rates & Parities drives all conversions

USD/TRY

EUR/TRY

XAU/TRY (gram)

XAG/TRY (gram)

Quick Price Entry green = auto/fresh · yellow = stale · grey = manual/missing

Ticker	Type	Source	Cur	Current	New Price

Annual Tax Summary reference only — not tax advice

Detail table (per category)

Category	Source	Gross	WHT	Net	Notes

Data & Backup last: Never

Auto-Backup History IndexedDB — last 10

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Appearance this device only · not synced

Skin

Danger zone. Reset wipes local + IndexedDB + cloud state after confirmation.