Investment Tracking - Daily Helper

Total Invested

Net deposits

If Invested in S&P 500

0% return

Actual Portfolio

Upload portfolio values

Difference

vs S&P 500

Portfolio Growth Over Time

S&P 500 Data Management

Uses ^SP500TR (Total Return with dividends) for portfolio comparison and ^GSPC (Price Index) as reference.

Start Date:

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Portfolio Value Tracking +

Upload a CSV with columns: date, value to track actual portfolio values over time.

Date	Portfolio Value	S&P 500 Value	Difference	Actions
No portfolio values uploaded yet.

Transaction History +

Upload a CSV file with columns: date, amount (positive for deposits, negative for withdrawals)

Date	Type	Amount	S&P 500 Price	Shares (if invested)	Actions
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Interactive Brokers Connection

Connect to IBKR using Flex Web Service to automatically sync portfolio values. Setup Guide

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Flex Token:

Query ID:

How to set up Flex Queries in IBKR

Log into IBKR Account Management
Go to Reports → Flex Queries
Create a new Activity Flex Query
Include "Net Asset Value" or "Account Information" sections
Set format to XML, date range as needed
Save and note the Query ID
Go to Settings → Flex Web Service Token to generate a token
Enter both values above

P&L Tracking

Track realized and unrealized P&L by symbol, sector, or category. Data is synced from IBKR trades.

Realized P&L $0.00

Unrealized P&L $0.00

Commissions $0.00

                            Net P&L
                            $0.00
                        

Name	Trades	Notional	Realized P&L	Unrealized P&L	Commissions	Net P&L	Actions
No trade data found. Sync with IBKR to import trades.

S&P 500 Stock Scanner

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📈

0 Strong Bullish

🚀

0 High Momentum

💥

0 Breakouts

📉

0 Strong Bearish

Metric Definitions (click to expand)

Momentum Score (-100 to 100)

Composite score combining multiple factors:

30% - 1-week price change (×3 multiplier)
25% - 1-month price change (×1.5 multiplier)
20% - Price vs 50-day MA (×2 multiplier)
15% - MA crossover (20-day vs 50-day, ×3 multiplier)
10% - Relative Strength (×0.5 multiplier)

RS (Relative Strength)

Stock's 3-month return minus S&P 500's 3-month return.

Positive RS = Outperforming the market
Negative RS = Underperforming the market

Example: If stock is +15% and S&P is +5%, RS = +10%

vs MA50

Current price vs 50-day moving average (%).

Above MA50 = Short-term uptrend
Below MA50 = Short-term downtrend

Signal Types

Breakout - Price >5% above MA50, MA20 > MA50, 1-month gain >10%
Strong Bullish - Momentum ≥ 50
Bullish - Momentum ≥ 20
Bearish - Momentum ≤ -20
Strong Bearish - Momentum ≤ -50

Stock Signals (0 stocks)

Symbol	Name	Sector	Price	1W	1M	3M	6M	vs MA50	RS	Momentum	Signal
Click "Scan for Trends" to analyze S&P 500 stocks.

Daily Helper

Investment Access