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Prices auto-refresh every 3 mins during market hours
Total Portfolio
£0
incl. cash
Unrealised P&L
£0
0.00%
Invested
£0
0 positions
Cash Buffer
£0
0% of portfolio
Halal Compliance
0%
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⚡ Action Centre
0 alerts
Portfolio Health
Halal Compliance
0%
Diversification
0%
Cash Adequacy
0%
Concentration Risk
0%
Profit Positions
0%
🚀 Top Performers
| Name | Ticker | Value | P&L |
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⚠️ Needs Attention
| Name | Ticker | Value | P&L | Issue |
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All Positions
| Name | Ticker | Sector | Value | Cost Basis | P&L % | P&L £ | Halal | Action | Risk |
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Portfolio Notes
🎯 Buy Targets
🔭 On Radar
📝 Watchlist Notes
By Sector
By Bucket
Target vs Actual Allocation
| Bucket | Target % | Actual % | Actual £ | Variance | Status |
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☀️ How to Get Your Daily Brief
Each morning, open Claude and say: "Morning briefing" — I already know your portfolio, rules and context. I'll search live markets and give you a full UK-timed update. Afternoon: say "Afternoon check".
☀️ Morning Brief TemplateUK 7-9am
Market Conditions
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Your Portfolio Today
Check your positions against today's news.
Actions
Reviewing signals...
Key Events This Week
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🌆 Afternoon Check TemplateUK 4pm
US Market Open Reaction
Ask Claude: "Afternoon check — what moved in my portfolio today?"
Positions to Adjust
Any earnings surprises? Any stop-loss triggers? Any signals from your watchlist firing?
Tomorrow's Pre-Market
What to watch overnight. Any Asian or European signals that could affect your positions.
Update Your Dashboard
After each trade, add/remove positions here and hit Save. Share a screenshot with Claude to keep context synced.
📓 Brief History / Notes
📋 Investment RulesYour Constitution
🏗 Portfolio Structure
📝 Add / Edit Rules
🔐 Security
Current Password
New Password
Confirm New Password
💰 Portfolio Settings
🔌 Your Cloudflare Proxy URL
Paste your Cloudflare Worker URL here for reliable live prices. See setup guide below.
Cash Buffer (£)
Currency
Target Cash % of Portfolio
🔄 Data Management
🔌 Cloudflare Proxy Setup — Free Live Prices5 mins • Free forever
Why you need this
Yahoo Finance blocks direct browser requests. Public CORS proxies are unreliable. A personal Cloudflare Worker gives you your own private, fast, always-on proxy — completely free (100,000 requests/day).
Step 1 — Create Cloudflare account
Go to cloudflare.com → Sign up free with any email. No credit card needed.
Step 2 — Create a Worker
Dashboard → Workers & Pages → Create → Create Worker → Name it sovereign-proxy → Click Deploy
Step 3 — Paste the Worker script
Click Edit code → Delete everything → Paste the contents of cloudflare-worker.js (from the agent ZIP) → Click Deploy
Step 4 — Copy your Worker URL
Your URL will look like: https://sovereign-proxy.YOUR-NAME.workers.dev
Copy it → paste into the Proxy URL field above → Save Settings → Done ✅
Copy it → paste into the Proxy URL field above → Save Settings → Done ✅
After setup
Click 🔄 Refresh Prices — you should see ✓ Live prices in the status bar. Prices now update reliably every 3 minutes during market hours.