Reduced mode - live quotes unavailable (QuoteService). Displaying local cached data only. Full function resumes automatically when the service recovers.
Demo instance - fictional data that resets on every deploy. Account-linking and credential features are disabled.
System/Settings
/
Scope
Closed
Online
Status
Online
Endpoint
-
Server
-
Last checked
-
Last success
-
Latency
-
Build
-
Endpoint (session override)override active - reverts on restart
Market opens at 1:30 PM
Build20260718034158
Background work in progress:
Resolving 0 CUSIP symbol(s)...
Fetching security evidence for 0 symbol(s)...
Fetching corporate action history...
System
Settings
Account aliases, lot matching, and your custom analysis pages.
Shared services
Hosted QuoteService and AI gateway access for friends-and-family installs.
Activation
Paste the activation JSON from Erik to save protected local service tokens.
QuoteServiceAI gatewayUpdates
Current build
20260718034158
Update status
Disabled - Updates are disabled until activation includes update-feed access.
Last checked
Not checked yet
Data maintenance
Rebuild portfolio history from approved imports and broker anchors.
TradeTrack data upgrade
TradeTrack prepares a restorable copy, rebuilds portfolio history from approved import records,
validates broker cash and holding quantities, then activates the rebuilt database only if validation passes.
Custom analysis pages
Rename or remove the pages you've built.
No custom pages yet
Build a page from the Analysis sidebar, then rename or remove it here.
Account Settings
Account Number
Imported Name
Broker
SnapTrade
Alias
Cash Sweep
999000111
Demo Growth
Fidelity
Not linked
999000222
Demo Income IRA
Fidelity
Not linked
Lot Matching Strategy
Last build: 2026-07-18 03:44
Last ledger change: 2026-07-18 03:44
New analysis page
Name your page
A custom page lists in the Analysis sidebar and saves to your profile. You can rename or delete it later in Settings.