Goal Tracker
Current NW Target
— —
— of goal
Stocks Active
—
Cash Reserve
—
Mutual Funds
—
EPFO / PF
—
Active Holdings
Symbol Owner HC Status
TATAPOWERSelfHC2HOLD
HBLENGINESelfHC3HOLD
HDFCBANKSelfHC1HOLD
DATAPATTNSSelfHC2WATCH
SCHNEIDERSelfHC2HOLD
AZADSpouseHC3WATCH
FEDERALBNKSpouseHC2HOLD
SILVERBEESSpouseHC4HOLD
Behavioral Rules Status
AI Analysis
Phase 1
Phase 2
Verdict
Stock Setup
Live Market Data (Google Sheets bridge)
Document Upload
📄
Drop Annual Report / Investor Deck here
Accepts multiple PDFs • Auto-renamed to SYMBOL_AR_YYYY.pdf format
Manual Override (Optional)
Gemini 3.5 Flash • Temperature 0.0 • JSON output
Phase 1 — Quick Screen (4 Dimensions)
GATE RULE: 3+ Strong/Accumulating = PROCEED · Any Weak/Avoid = REJECT
Phase 2 — Deep Dive (35 Checks)
Fundamental (17 checks)
Flow (6 checks)
⊕ Flow Data Entry (FII / DII by quarter)
Technical (6 checks)
Risk (6 checks)
Holdings Universe
Symbol Sector HC Cap Owner
TATAPOWERPowerHC2₹25,000Self
HBLENGINEEngineeringHC3₹10,000Self
HDFCBANKBankingHC1₹40,000Self
DATAPATTNSDefence TechHC2₹25,000Self
SCHNEIDERPower InfraHC2₹25,000Self
AZADEngineeringHC3₹10,000Spouse
FEDERALBNKBankingHC2₹25,000Spouse
SILVERBEESCommodity ETFHC4₹8,000Spouse
HC Bucket Weights
BucketFund%Flow%Tech%Risk%Max
HC140%20%15%25%₹40K
HC230%25%30%15%₹25K
HC325%20%35%20%₹10K
HC420%25%35%20%₹8K
Google AI Studio API Key
Get your free key at aistudio.google.com → Get API Key → Create API Key
Free tier: 15 req/min, 1,500 req/day — enough for personal use.
Build Info
Version: v3.0.4
AI Model: Gemini 3.5 Flash
Temperature: 0.0
Output: application/json
Architecture: Single HTML · No server · BYOK
Storage: localStorage only
Privacy: PDFs processed inline — never uploaded to any server
Portfolio Numbers (stored locally — never in code)
These numbers are stored only in your browser's localStorage. They are never saved in the source code file and are not visible in your GitHub repo.
Investor Profile
Broker: Zerodha
Goal: —
Proven XIRR: 30.5% (7 years)
Style: Thematic Early Identifier + Patient Accumulator