Platform
Calendar
A month grid of your daily portfolio P/L with catalysts for the names you hold — earnings, dividends, and macro dates in one place.
Open it at /calendar. You need to be signed in; signed-out visitors see an empty map until they log in.
How it works
- 1Daily P/L comes from portfolio snapshots— each day's dollar and percent change (or the difference vs the prior snapshot when stored change is missing).
- 2Events are loaded for your book — up to 12 unique holding symbols, plus economic events for everyone.
- 3Upcoming earnings are refreshed live for those holdings and merged with catalogued asset events.
- 4You pick a dayto see that day's P/L detail and any events scheduled on it, while the month strip summarises the visible month.
Daily P/L
- History loads roughly the last 400 days by default (clamped between 30 and 730).
- Each cell can show day P/L ($) and day P/L (%), tinted green or red.
- Portfolio and cash values in the header come from live holdings and exchange account info (falling back to the latest snapshot value when needed).
Snapshots drive the grid
Days without a portfolio snapshot stay blank. Connect exchanges and let daily snapshots accumulate so the month fills in.
Month summary
| Stat | Meaning |
|---|---|
| This month | Sum of daily P/L across days in the visible month that have snapshots |
| Win rate | Share of those days where day P/L was positive |
| Green / Red | Count of up days vs down days in the month |
| Upcoming | Events from today through the next 60 days |
Events
Event lookback is about 120 days past and 90 days ahead. Types you may see:
| Type | Where it comes from |
|---|---|
| Earnings | Live upcoming dates for symbols in your holdings, plus stored asset events |
| Economic | Macro catalysts from the asset events table (shown even with an empty book) |
| Dividend | Stored dividend dates when present for your symbols |
| Split / IPO / FDA | Corporate and regulatory catalysts when catalogued for a holding |
| Conference / Analyst day / Filing / Product | Other catalyst types from asset events |
Impact, when present, is tagged high, medium, or low. With no holdings, the calendar still surfaces economic events.
Using the page
- Navigate months with the chevrons, or jump with Today.
- Select a day to open P/L for that date and the event list for that day.
- Upcoming panel lists catalysts from today through the next 60 days.
What it is not
- Not a full economic calendar for every ticker in the market — coverage is anchored to your holdings (plus macro economic rows).
- Not a trade blotter. Cells reflect snapshot day-change, not individual fills.
- Not available without sign-in; unauthenticated calls return empty days and events.