Dashboard
Your portfolio at a glance. Your next action, always within reach.
Monitoring
Review your portfolio and update exits when required.
Today's Tasks
Active Portfolio
| Strategy | Stock | Qty | Buy | SL | Exit | Status |
|---|
Realized P&L
Calculated only from closed trades.
Trades
Your complete ASTROFOLIO trade history.
| Strategy | Stock | Status | Buy | Qty | Exit Date | P&L |
|---|
Administration
Manage client access, password requests and shared portfolio planning. Client portfolios and execution records remain isolated from this workspace.
Administration
Accounts
Password Requests
Role Separation
Super Admin publishes plans and manages client access. Clients execute purchases and exits. Client trade records are never displayed in this workspace.
Plan Trades
Super Admin publishes the plan. Clients view the plan and calculate their own purchase quantity from their chosen amount per stock.
Download Planning Report
Generate a PDF of the published planning records.
Plan Your Approximate Purchase
Super Admin publishes the stock and approximate price. You set your approximate quantity using your Investment Per Stock and may override both approximate quantity and approximate price before execution.
Execute Trades
Complete pending sell activity first to release trading margin, then execute new buys.
Portfolio
Track active positions, intended stop-loss levels and your own exit decisions.
Stop-Loss Monitoring PDFs
Download a consolidated report, a strategy-wise consolidated report, or an individual active-portfolio report for any strategy. Every PDF contains the ChatGPT tracking prompt.
Strategies
Your current strategy rules.
More
Reports, account settings and portfolio tools.
Portfolio Reports
Export the reports you need from your portfolio.
Client Accounts
Create client accounts and review password-change requests.
Archived Trades
Review archived plans and pending Execute Buy trades. You decide when to restore them.
Investment Per Stock
Choose the amount you normally allocate to each stock.
Security
Update your password or sign out.
Backup & Restore
Protect your portfolio records with a downloadable backup or restore an existing backup.
Strategy Library
View the twelve fixed strategy rules used by the planner.
Planning Report
Print the published planning records.
Add Strategy
Define the same rules used by the portfolio planner.
Archived Trades
Archived items stay here until you decide whether to make them active again.
Change Password
Change the password for the account currently signed in.