Getting Started
How to access the app, sign in, and set up your Vault Password for the first time.
🌐 Access the App
Stock Beat Pro runs entirely in your browser — no download required. Open the URL in Chrome, Safari, Edge, or Firefox on any device.
🔗https://stocks-pro-139953783842.europe-west1.run.app/
🔑 Invite-Only Access
This app is private. You must be on the authorized invite list before signing in. If you see an Access Denied screen, contact the administrator to request access.
Sign-In Flow
1
Open the app URL in your browser
You'll see the Stock Beat Pro login screen with the Sign in with Google button.
2
Tap "Sign in with Google"
A Google authentication popup appears. Select or enter your authorized Google account. Authentication is Google-only — there is no username/password to manage.
3
Enter your Vault Password
After Google authentication, you are prompted for your personal Vault Password. This is a second, separate password that encrypts all your financial data. On first login you will create it; on all subsequent logins you use it to decrypt your data.
4
You're in!
The app opens on your default tab (configurable in Preferences). Your data is decrypted locally and displayed.
First-time setup — choose your Vault Password carefully
Your Vault Password cannot be recovered or reset by anyone, including the administrator. If you forget it, your data is permanently inaccessible. Write it down and store it somewhere safe.
Security & Encryption
Your financial data is protected with military-grade end-to-end encryption.
End-to-End Encrypted — even the admin cannot see your data
All portfolio positions, watchlist entries, and strategy data are encrypted on your device using AES-256 before they are ever transmitted or stored. The encryption key is derived exclusively from your Vault Password, which is never sent to any server. Even with full database access, no administrator or third party can read your data without your Vault Password.
🛡 AES-256 Encryption
Your data is encrypted with AES-256 (via CryptoJS) using a key derived from your Vault Password. Only you hold the key.
🔑 Two-Factor Access
Signing in requires both your Google account (identity) and your Vault Password (encryption key). Two independent factors protect your data.
☁️ Encrypted at Rest
Data is stored encrypted in Firebase. The cloud database contains only ciphertext — meaningless without your personal Vault Password.
Your Vault Password cannot be recovered
There is no password reset, no recovery email, and no backdoor. If you forget your Vault Password, your encrypted data cannot be decrypted by anyone — including the app administrator. Treat it like a safe combination: write it down and keep it somewhere safe offline.
Install as an App
Stock Beat Pro is a Progressive Web App (PWA). Install it on your Home Screen for a native full-screen experience — no App Store required.
🍎 iPhone & iPad (iOS)
Must use Safari
PWA install only works in Safari on iOS. Chrome and other iOS browsers don't support it.
1
Open Safari and navigate to the app URL
2
Sign in with your Google account
3
Tap the Share button
The Share icon is at the bottom of Safari — it looks like a box with an arrow pointing up.
4
Tap "Add to Home Screen"
Scroll the Share sheet to find it, then tap Add in the top-right corner.
✓
Tap the Stock Beat icon on your Home Screen
The app opens full-screen with no browser chrome — just like a native app.
🤖 Android
Use Chrome
Chrome detects the PWA automatically and may show an install banner at the bottom of the screen.
1
Open Chrome and navigate to the app URL
2
Sign in with your Google account
3
Tap the three-dot menu (⋮) → "Add to Home screen"
Or tap the install banner if Chrome shows one at the bottom of the page.
✓
Tap Add / Install to confirm
The Stock Beat icon appears on your Home Screen. Tap it to launch full-screen.
Watchlist
Track tickers with live prices, 52-week ranges, RSI, expense ratio, custom categories, and portfolio readiness signals.
What is the Watchlist?
The Watchlist is your research and monitoring hub. Add any ticker from any supported exchange and track it alongside your portfolio. It's the ideal place to monitor candidates before adding them to your active Beat strategy — and to see at a glance whether held positions are ready to buy more or exit.
Columns
| Column | Description |
|---|---|
| Ticker | Stock symbol. Click to load it in the Strategy Calculator. Shows a green ✓ HELD badge if the ticker is in any of your portfolios. |
| Name | Company or fund name, fetched automatically on refresh. |
| Exch | Exchange (US, TASE, XETR, LSE, SIX, AMS, MIL, TSE, etc.) |
| Live Px | Most recent fetched price in the ticker's native currency. |
| CCY | Currency the ticker trades in. ILA/ILW display as ILS; GBp as GBP. |
| Day Chg % | Today's price change as a percentage. Green = up, Red = down. |
| 52W Range | Visual bar showing where the price sits in the 52-week high/low band. Green near low, red near high. |
| 6M Lo | Lowest price over the past 6 months. |
| Dist 52W Lo | % distance above the 52-week low. Green when within your alert threshold. |
| Dist 6M Lo | % distance above the 6-month low. Green when within threshold. |
| RSI 14 | 14-period RSI. Green ≤ 30 (oversold), Red ≥ 70 (overbought). |
| Exp Ratio | Expense ratio for ETFs. Editable directly in the cell — tap to type, saves instantly. |
| Category | Your custom label. Edit directly in the row dropdown. |
| Cur Val | Current market value of your held position in base currency. Only shows for tickers you hold. |
| P&L | Unrealised profit or loss on held positions in base currency, aggregated across all portfolios. |
| P&L % | P&L as a percentage of cost basis. |
| Buy Readiness | Score (0–10) indicating how ready the next beat buy is for your held position. See the Readiness Scores section. Only shown for tickers held in a portfolio. |
| Exit Readiness | Score (0–10) indicating how ripe the position is for taking profit. See the Readiness Scores section. Only shown for tickers held in a portfolio. |
| 🎯 | Price alert column. Dim = no alert. Lit = active alert. Tap to create, edit, or delete a price alert for that row inline. |
Enabling optional columns
Buy Readiness and Exit Readiness are hidden by default. Click the ⚙ Columns button in the Watchlist toolbar to toggle them on. All column choices are saved and restored on each visit. Columns can also be reordered by drag-and-drop in the column manager.
Adding Tickers
Manual add
Type a ticker symbol in the Ticker field, choose the exchange from the dropdown, and click + Add. For US stocks leave the exchange as "US (NYSE/NASDAQ)".
CSV import with column mapping
Click ⬆ Import CSV to upload a CSV file. A mapping modal lets you choose which columns correspond to Ticker, Expense Ratio, and Category. Duplicate tickers are skipped automatically.
Filters & Search
🔍 Ticker / Name Search
The filter box matches against both the ticker symbol and the company name. Type "Apple" or "AAPL" — both work.
📉 Near Lows Only
Show only tickers within your alert threshold of their 52-week or 6-month low. Configure the threshold in Preferences.
✓ Held Only
Show only tickers you currently hold in any portfolio. Great for reviewing Buy and Exit Readiness on your active positions.
🏷 Category Filter
Multi-select category filter. Use All / None shortcuts to toggle everything at once.
🌍 Exchange Filter
Filter by exchange to focus on a specific market (US, Israel, Germany, UK, Switzerland, Amsterdam, etc.).
Row Colors
🟢 Green row
The ticker is near both its 52-week low and its 6-month low simultaneously. Strong potential entry signal.
🟡 Gold row
The ticker is near either its 52-week low or its 6-month low. Worth monitoring.
Readiness Scores
Two intelligent 0–10 signals that tell you when to buy your next beat and when to consider taking profit.
What are Readiness Scores?
Readiness Scores are context-aware signals that combine price distance, RSI momentum, and position health into a single 0–10 number. They appear in the My Portfolio table, the Strategy Calculator panel, and — as optional columns — in the Watchlist. They never tell you what to do; they summarize conditions so you can make a faster, more informed decision.
🔥 8–10 High
⚡ 5–7 Medium
📊 3–4 Low
💤 0–2 Idle
📈 Buy Readiness (Next Beat Readiness)
Should you execute your next beat right now?
Buy Readiness answers this question for every buy-type position with at least one beat remaining. A high score means price, momentum, and trend all favour pulling the trigger. A low score means the conditions are not aligned yet — wait.
| Signal | Max Points | How it's calculated |
|---|---|---|
| Distance to next beat | 0–5 pts | How close the live price is to the next beat target price. At or past the target = 5 pts. Within 2% = 4 pts. Within 5% = 3 pts. Within 10% = 2 pts. Within 20% = 1 pt. More than 20% away = 0 pts. |
| RSI context | 0–3 pts | For buy strategies: RSI ≤ 30 (oversold) = 3 pts. ≤ 40 = 2 pts. ≤ 50 = 1 pt. For sell strategies: RSI ≥ 70 (overbought) = 3 pts. ≥ 60 = 2 pts. ≥ 50 = 1 pt. |
| Short-term trend | 0–2 pts | Is the live price moving towards the next beat level? If price is below entry for a buy strategy = 2 pts (trending in the right direction). Otherwise = 0 pts. |
🔥 Score 8–10 — High
Price is at or very near the next beat level, RSI is oversold, and trend is in your favour. Conditions are strongly aligned for execution.
⚡ Score 5–7 — Medium
Some signals are favourable but not all are aligned. Worth watching closely — the beat may be approaching.
📊 Score 3–4 — Low
Price is still some distance from the next beat. No immediate action expected. Continue monitoring.
💤 Score 0–2 — Idle
Price is well away from the next beat level. No action warranted. The position is in a wait state.
Buy Readiness only shows for positions with remaining beats
Once all beats are executed (Current Beat = Total Beats), Buy Readiness returns "—" — there is nothing left to buy. Similarly, it only applies to buy-type strategies (Buy Flat or Buy Progressive). Sell-type and Cash positions do not show Buy Readiness.
🚪 Exit Readiness
Is now a good time to take profit and exit?
Exit Readiness scores conditions that favour closing or trimming a position — proximity to 52-week highs, overbought RSI, and a healthy P&L cushion. A high score is a reminder to review whether you want to lock in gains; it is not a sell order.
🚪 8–10 Strong exit signal
⚠️ 5–7 Watch closely
📊 3–4 Moderate
💤 0–2 Hold
| Signal | Max Points | How it's calculated |
|---|---|---|
| Proximity to 52W High | 0–5 pts | At or above 52W high = 5 pts. Within 3% = 4 pts. Within 8% = 3 pts. Within 15% = 2 pts. Within 25% = 1 pt. Further away = 0 pts. |
| RSI overbought | 0–3 pts | RSI ≥ 70 (classic overbought) = 3 pts. ≥ 65 = 2 pts. ≥ 60 = 1 pt. Below 60 = 0 pts. |
| Position P&L health | 0–2 pts | Only rewards comfortable profits — avoids flagging panic exits. P&L ≥ 20% = 2 pts. ≥ 10% = 1 pt. Below 10% or a loss = 0 pts. |
🚪 Score 8–10 — Strong exit signal
Price is near or at the 52-week high, RSI is overbought, and you are sitting on a solid gain. Conditions strongly favour reviewing an exit or trim.
⚠️ Score 5–7 — Watch closely
Some exit signals are present. Review the position — it may be approaching a good exit zone as conditions develop.
📊 Score 3–4 — Moderate
Early signs appearing but not yet compelling. Monitor but no immediate action required.
💤 Score 0–2 — Hold
No exit signals present. Price is away from highs, RSI is neutral, or the position is not yet in meaningful profit. Stay the course.
Exit Readiness requires at least one executed beat
If no beats have executed yet (Current Beat = 0), Exit Readiness shows "—" — you have nothing to exit. Exit Readiness only applies to buy-type positions where capital has been deployed. Cash and sell-type positions are excluded.
Where to find Readiness Scores
💼 My Portfolio table
The Readiness and Exit columns are available in the column selector (⚙ Columns). Each row shows the score for that specific position.
📐 Strategy Calculator
When you load a position, the Next Beat Readiness and Exit Readiness cards appear below the metrics row. The cards animate in when conditions are worth noting.
📡 Watchlist
Enable Buy Readiness and Exit Readiness via ⚙ Columns. Shows the best score across all portfolio positions matching that ticker. Only populated for tickers you hold.
Strategy Calculator
The core of Stock Beat Pro. Build a beat-based execution plan for any stock or ETF.
The Beat Concept
A "beat" is a price level in an evenly-spaced series between the 52-week high and low. You divide your capital across these levels so you buy more as the price drops (or sell as it rises). The strategy creates a systematic, emotion-free execution plan.
Step 1 — Choose Asset
Load from Portfolio
Search and select an existing portfolio position to edit it in place. Any changes you save will update that position.
Analyze a new Ticker
Type a symbol (e.g. AAPL, IWDA.L, TEVA.TA) and select the exchange. Click Fetch to load live price, 52W range, RSI, and a price chart.
Company name search
Don't know the ticker? Type a company or fund name in the search box. The app searches Yahoo Finance, TradingView, and Investing.com in parallel and shows results with source badges.
Step 2 — Define Strategy
| Setting | Description |
|---|---|
| Asset Type | Stocks / ETFs for price-based beat strategy, or Cash to track a cash holding. |
| Direction | Buy (Flat) — equal capital per beat. Buy (Progressive) — increasing capital per beat. Sell (Distribute) — selling tranches as price rises. |
| Category | Label the position: Buy & Hold, Speculative, or Cash. Used for dashboard filtering. |
| Base Amount | Total capital to deploy across all beats. Select the base currency from the adjacent dropdown. |
| Trades (Beats) | Number of tranches. More beats = smaller steps, more frequent entries. |
| Progress Tracking | How many beats have already executed. This shifts the "active" beat marker in the plan table. |
Step 3 — Market Pricing
📈 Entry Price Mode
Toggle between 📈 Market Px and 📉 52W Low.
Market Px — uses the current live price as Beat 1.
52W Low — uses the 52-week low as Beat 1 and fans steps upward from there. Useful when the price is already near its low.
Market Px — uses the current live price as Beat 1.
52W Low — uses the 52-week low as Beat 1 and fans steps upward from there. Useful when the price is already near its low.
💱 FX Rate
Set the exchange rate to your base currency. For US stocks in USD with a USD base, leave this at 1.0. For TASE stocks in ILS with a USD base, enter the ILS/USD rate.
Execution Plan
Beat Lines on Chart
Toggle "Beat Lines" to overlay each beat's target price as a horizontal line on the price chart. Helps visualize where your entries sit relative to recent price action.
Actual Price Override
For beats that have already executed, click the "Actual Px" cell and enter the real fill price. The plan recalculates cost, units, and P&L using your actual execution prices.
Active P&L
Shows the unrealized profit/loss on executed beats, calculated from actual prices (or target prices if no override) vs. the current live price.
Next Beat Readiness & Exit Readiness cards
Two signal cards appear below the metrics row when a portfolio position is loaded. Next Beat Readiness (blue) scores how aligned conditions are for executing your next buy. Exit Readiness (red) scores whether conditions favour taking profit. See the Readiness Scores section for full details.
Low Proximity Alert
A pulsing gold warning appears if the current price is within your alert threshold of the 52-week or 6-month low — signaling a potential next beat entry point.
Saving to Portfolio
Click + Add to Portfolio to save the current plan as a portfolio position. If you loaded an existing position, the button reads 💾 Update Portfolio Position. All plan parameters are saved encrypted to Firebase.
My Portfolio
View and manage all your positions, track live prices, and monitor P&L across multiple portfolios.
Multiple Portfolios
The Portfolio Switcher in the header lets you manage multiple separate portfolios. Click the ⚙ ▾ button to create a new portfolio, rename the current one, duplicate it, or delete it. Each portfolio is independently encrypted and stored.
Summary Cards
💰 Total Cost Basis
Sum of all capital deployed across executed beats in the active portfolio, converted to your base currency.
📈 Current Value
Current market value of all positions using the latest refreshed prices.
⚖️ Total P&L
Unrealized gain/loss across all positions, showing both the dollar amount and the percentage return. Green when positive, red when negative.
📅 Today's P&L
How much your portfolio value has changed since yesterday — in both dollars and percentage. Calculated by comparing the current live value against the last saved snapshot. Shows "Refresh prices to see" if no snapshot exists yet — hit 🔄 Refresh Prices to populate it.
Inline Editing
Edit cells directly in the table
Click any editable cell (beats, amount, FX rate, entry price, current beat, category) to edit it inline. Changes save to Firebase automatically.
Load into Strategy Calculator
Click a ticker in the portfolio table to load that position into the Strategy Calculator for detailed editing or scenario modeling.
Column reordering
Drag column headers to reorder them. Use the column visibility toggle (⚙ icon) to show/hide specific columns including Buy Readiness and Exit Readiness.
Beat Alerts
Global Beat Alerts
When the live price of any position approaches its next beat target price (within your alert threshold), a ⚡ N Alerts badge appears in the header. Click it to see all active alerts. Configure the alert scope (active portfolio only, or all portfolios) in Preferences.
CSV Import & Export
⬆ Import CSV
Upload a CSV file. A column-mapping modal lets you assign CSV columns to portfolio fields (ticker, shares, price, etc.). A diff/review table shows what will be added or updated before you confirm.
⬇ Export CSV
Download all positions as a CSV file. Useful for backup or cross-referencing with other tools.
Portfolio Analysis
Click 📊 Analyse Portfolio to run a health check on your portfolio. You'll see a Health Score ring, plus a breakdown grid covering diversification, concentration risk, beat progress, and more.
Portfolio Analytics
High-level analytics across all your positions with charts, breakdowns, and daily performance. Access via Portfolio → 📊 Analytics in the app.
🥧 Asset Allocation
Doughnut chart showing how your capital is allocated across asset categories (Buy & Hold, Speculative, Cash, etc.). Toggle between the active portfolio and all portfolios combined.
💰 Portfolio Totals
Cost basis, current value, total P&L, and Today's P&L — all updated with the latest refreshed prices in your configured base currency.
📅 Today's P&L
A dedicated summary card showing how much your portfolio has moved today (vs. the previous snapshot). Respects whichever portfolio view is active — Current Portfolio, All Portfolios, or a custom multi-portfolio selection.
🔍 Filters
Filter by ticker name, category, or 52W High proximity. Charts and metrics update live as you apply filters.
↔ Portfolio Toggle
Switch between Current Portfolio, All Portfolios, or a custom multi-portfolio selection to see consolidated views.
📈 Linear / Log Scale
Toggle between linear and logarithmic chart scale for the Cost vs Current Value chart — useful when positions span very different sizes.
History & Transactions
Log and review all buy, sell, and dividend transactions over time.
📥 Buy transactions
Record purchases with date, ticker, portfolio, quantity, and price per unit. All buy transactions contribute to your cost basis tracking.
📤 Sell transactions
Record disposals with the same fields. Use the Sell type to track realised exits from any position.
💵 Dividends
Log dividend income per ticker and portfolio. Dividends are tracked separately from price-based P&L so you can see your full total return including income.
Dividends are not included in the Beat calculation
The Strategy Calculator P&L is purely price-based — it measures unrealised gain or loss from your entry price versus the current market price. Dividend income is recorded separately in the History tab and does not affect the beat execution plan.
Filtering & Grouping
Time-range filter buttons
Quick buttons for 1M, 3M, 6M, 1Y, and All to zoom into a time period instantly.
Group By toggle
Switch between Combined (all transactions flat), Portfolio (grouped by portfolio), and Category (grouped by asset category).
Filter by type and ticker
Narrow the view to a specific transaction type (Buy / Sell / Dividend) or search by ticker symbol.
Alerts & Notifications
Two independent alert systems: Beat Alerts for your strategy execution, and Price Alerts for any custom price target.
⚡ Beat Alerts
Automatically calculated from your portfolio strategy. Fire when the live price crosses your next beat target level. Based entirely on your Beat execution plan — no manual setup needed.
🎯 Price Alerts
Manually set a specific price target on any ticker. Fire once when the price crosses your target. One-time alerts delete themselves automatically after firing. Recurring alerts keep watching.
⚡ Beat Alerts
Global Beat Alert badge in the header
When the live price of any position is at or beyond its next beat target, a pulsing ⚡ N Alerts badge appears in the app header. Click it to open the alert panel and see exactly which positions have triggered and at what price levels.
How Beat Alerts work
The app continuously monitors each position's live price against its next beat target price. When
live price ≤ next beat target for a buy strategy (or ≥ for a sell), an alert fires. The alert clears when you advance your Current Beat counter.Alert scope
In Preferences → ⚡ Beat Alerts, choose whether to scan the Current Portfolio only or All Portfolios.
Beat alert notifications
Enable browser notifications in Preferences → ⚡ Beat Alerts. The app checks prices at your chosen interval (30 min / 1 hour / 4 hours) and fires a native OS notification when a beat triggers.
🎯 Price Alerts
Set any price target on any ticker
Price Alerts are independent of your Beat strategy. You set a target price and a direction (rises above / falls below), and the app notifies you the moment that level is crossed — whether the ticker is in your portfolio or just on your watchlist.
Creating a Price Alert — from the header
Click the 🎯 Price Alerts button in the app header. Enter a ticker, choose Rises above or Falls below, enter the target price, and select One-time or Recurring. Click + Add to save.
Creating a Price Alert — from the Watchlist
Every Watchlist row has a 🎯 button. Tap it to open an inline popover. The current live price pre-fills as a suggested target. If an alert already exists for that ticker, the button is fully lit — tap to edit or delete it.
One-time vs Recurring
One-time — fires once and deletes itself automatically. Recurring — stays active and fires every time the price level is crossed.
Price alert notifications
Enable in Preferences → 🎯 Price Alerts. Uses the same check interval as beat alerts. Notifications show the target price, the live price at trigger, and a direction arrow (↗ or ↘).
| Feature | ⚡ Beat Alert | 🎯 Price Alert |
|---|---|---|
| Setup | Automatic — from your strategy | Manual — you set the price |
| Trigger | Price reaches next beat level | Price crosses your custom target |
| Auto-clear | When beat is marked executed | One-time alerts delete on fire |
| Notification style | Gold — ⚡ Beat Alert — TICKER | Blue — 🎯 Price Alert — TICKER |
| Works on | Portfolio positions only | Any ticker (portfolio or watchlist) |
iOS notification limitation
On iPhone and iPad, browser notifications only fire while the app tab is active in Safari. For background notifications on iOS, install the app to your Home Screen as a PWA — this improves background behaviour. Android Chrome and desktop browsers support notifications even when the tab is in the background.
Preferences
Customise startup behaviour, currency, alert thresholds, and more.
| Setting | Description |
|---|---|
| Default Tab | Which tab opens when you launch the app. Options include Watchlist, Strategy Calculator, Dashboard, History, and My Portfolio. |
| Auto-refresh on load | When enabled, the app automatically refreshes portfolio prices once per day on startup. |
| Default chart range | The price chart range that pre-selects when you fetch a ticker (YTD, 1M, 6M, 1Y). |
| Beat Lines on chart | Whether beat target price lines are shown on the price chart by default. Can be toggled live from the chart toolbar. |
| Base currency | Your home currency (USD, ILS, EUR, GBP, etc.). All P&L and totals are converted to this. Can be set globally or per-portfolio. |
| Default amount | The capital amount that pre-fills when you open a new strategy. Save time by setting your standard tranche size. |
| Entry Price default | Whether the Initial Entry Price field pre-fills with the current Market Price or the 52-Week Low when you fetch a ticker. |
| Alert scope | Whether beat alerts show only for the active portfolio, or across all portfolios. |
| Alert threshold (%) | How close the price must be to a 52W/6M low before a proximity alert fires. Default is 3%. Separate thresholds for 52W, 6M, and 1M lows. |
| Beat alert notifications | Enable browser notifications for beat alerts. Choose the check interval: 30 minutes, 1 hour, or 4 hours. Off by default. |
| Price alert notifications | Enable browser notifications for price alerts you set manually. Uses the same check interval as beat alerts. Off by default. |
| Mask portfolio values in Watchlist | Hides the Cur Val, P&L, and P&L% columns in the Watchlist table by default — tap the 🙈 button in the toolbar to reveal them temporarily. |
| Dark / Light mode | Toggle the 🌙 / ☀️ button in the header. Your preference is saved and restored on every visit. |
| Vault session length | How long you stay unlocked before the app asks for your Vault Password again. Ranges from 4 hours to 1 week. |
Frequently Asked Questions
Common questions about using Stock Beat Pro.
Why can't I log in? I get "Access Denied".
You need to be on the authorized invite list. Contact the administrator with your Google email address to request access.
I forgot my Vault Password. Can I recover my data?
No. The Vault Password is never stored or transmitted — it is only used locally to derive the encryption key. If it is lost, the encrypted data cannot be decrypted by anyone. You would need to start fresh.
What exchanges are supported?
US (NYSE/NASDAQ), Germany (.DE / XETRA), London (.L / LSE), Italy (.MI / Borsa), Israel (.TA / TASE), Japan (.T / Tokyo), India (.NS / NSE), Australia (.AX / ASX), Canada (.TO / TSX), Ireland (.IR / Euronext Dublin), Switzerland (.SW / SIX), Amsterdam (.AS / Euronext NL).
How do I add a non-US stock?
In the Strategy Calculator or Watchlist add form, select the correct exchange suffix from the dropdown. For example, for TEVA on TASE type "TEVA" and select ".TA (Israel)".
Why does the entry price mode badge say "52W Low" in the Execution Plan?
The badge shows which mode was active when the plan was calculated — Market Px (blue) or 52W Low (gold). This affects how the beat price steps are calculated.
Buy Readiness and Exit Readiness are not showing in the Watchlist.
These columns are hidden by default. Click ⚙ Columns in the Watchlist toolbar, scroll down to find "Buy Readiness" and "Exit Readiness", and check them on. They only populate for tickers that are held in at least one portfolio — tickers you are merely watching (not holding) will show "—".
Today's P&L shows "Refresh prices to see". Why?
Today's P&L compares your current live value against yesterday's saved snapshot. The snapshot is written automatically each time you refresh prices. Hit 🔄 Refresh Prices and the card will populate on the next refresh cycle.
Can I use the app offline?
Partially. If installed as a PWA, the app shell loads from the service worker cache. However, fetching live prices and saving data requires an internet connection.
What currencies are supported for the base currency?
USD, ILS, EUR, GBP, CAD, AUD, and JPY. The FX rate field in each position converts the position's native currency to your chosen base currency for P&L calculations.
How do I resize watchlist columns?
Hover your mouse over the right edge of any column header. When the cursor changes to a resize arrow, click and drag to adjust the width. Sizes are saved automatically.
What is the difference between a Beat Alert and a Price Alert?
Beat Alerts are automatic — they fire when the live price reaches the next beat level in your strategy plan. Price Alerts are manual — you choose any ticker and any price target. Price Alerts work for any ticker, including ones not in your portfolio.
My Price Alert fired but I did not get a notification. Why?
Price alert notifications require: (1) enabled in Preferences → 🎯 Price Alerts, (2) browser notification permission granted, and (3) the app tab must be open. On iOS, the tab must be in the foreground.
Are dividends included in my P&L calculation?
No — and this is by design. The P&L shown in the Strategy Calculator, My Portfolio, and the Watchlist is purely price-based. Dividend income is recorded separately in the History tab so you can track it independently.
How do I log a dividend payment?
Go to the History tab and click + Add Transaction. Set the type to Dividend, select the portfolio and ticker, enter the ex-date and the payment amount.
Quick Reference
App URL
stocks-pro-139953783842.europe-west1.run.app
Authentication
Google Sign-In only
Access
Invite-only — contact admin
Encryption
AES-256 E2E, Vault Password
iOS install
Safari → Share → Add to Home
Android install
Chrome → ⋮ → Add to Home
Alert threshold
3% default (Preferences)
Built by
Dan Ayash