How a disciplined book looks
Three beats: the portfolio, a written thesis, then fundamentals. Same app surfaces, narrated.
Step 1
See the whole book
Positions, weights, and P/L in one place — not a watchlist of headlines.
Total $248k · Day +0.7%
VOO 34% · MSFT 22% · NVDA 18% · COST 14% · Cash 12%
Step 2
Why you own it — written down
Tips capture the thesis so “cousin said buy” doesn’t become the process.
NVDA · 12 Mar
“Data-center demand + margins. Kill thesis if FCF slips 2Q.”
Step 3
Audit the numbers
SimFin-backed metrics — margins, cash flow, valuation — same panel you’d use after signup.
NVDA · Gross 72% · Op 55% · PE ~45
Charts · Derived · not vibes
Mock #48 · could deep-link each step to real app routes or stay as a static story on the landing.