FinIntelX Pro
[[ m ]] [[ s.status ]] ← Dashboard
[[ chartMeta.currency ]][[ fmt(chartMeta.last) ]]
[[ pct(chartMeta.changePct) ]] over [[ chartMeta.range ]] Delayed [[ chartMeta.delayed ]] min
SMA 20 SMA 50RSI 14: [[ fmt(chartMeta.rsi, 1) ]]

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Sector performance

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[[ s.name ]]
[[ pct(s.changePercent) ]]
[[ s.symbol ]] · [[ fmt(s.price) ]]

Crypto (live)

Coinbase · refreshes every 10 s

[[ cryptoError ]]

[[ c.symbol ]] $[[ fmt(c.price) ]]
[[ pct(c.changePercent) ]] 24h

Currency rates ECB · [[ fx.date ]]

1 USD → [[ code ]][[ fmt(rate, code === 'JPY' || code === 'INR' ? 2 : 4) ]]

Holdings come from Portfolio Watchlist on the dashboard. Indian prices are 15 min delayed.

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[[ portfolioState.error ]]

Market value
[[ money(portfolio.totals.market_value, base) ]]
Cost basis
[[ money(portfolio.totals.cost_basis, base) ]]
Unrealized P&L
[[ money(portfolio.totals.unrealized_pnl, base) ]]
[[ pct(portfolio.totals.unrealized_pnl_pct) ]]
Today
[[ money(portfolio.totals.day_change, base) ]]
1 USD = ₹[[ fmt(portfolio.fx.usd_inr) ]]
SymbolMarketQtyAvg costPriceValueP&LToday
No holdings yet. Add some in Portfolio Watchlist.
[[ h.symbol ]]
[[ h.name ]]
 [[ h.market ]]15m delay [[ fmt(h.quantity, 4) ]] [[ money(h.avg_cost, h.currency) ]] [[ money(h.price, h.currency) ]] [[ money(h.market_value, h.currency) ]] [[ money(h.unrealized_pnl, h.currency) ]]
[[ pct(h.unrealized_pnl_pct) ]]
 [[ pct(h.day_change_pct) ]]

Risk vs benchmark 1 year, daily

Downloading price history…

[[ riskState.error ]]

Benchmark
[[ risk.benchmark === '^NSEI' ? 'NIFTY 50' : 'S&P 500' ]]
Beta
[[ fmt(risk.beta) ]]
Volatility
[[ pct(risk.volatility * 100, 1) ]]
Max drawdown
[[ pct(risk.max_drawdown * 100, 1) ]]
Sharpe
[[ fmt(risk.sharpe) ]]
Return vs index
[[ pct(risk.annual_return * 100, 1) ]] / [[ pct(risk.benchmark_return * 100, 1) ]]

Risk-free rate [[ pct(risk.risk_free_rate * 100) ]] from [[ risk.risk_free_source ]]. Blue: your portfolio, grey: benchmark (growth of 1).

Macro dashboard FRED

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[[ macro.reason ]]

[[ s.label ]]
[[ fmt(s.value, s.series_id === 'DEXINUS' ? 2 : 2) ]]
[[ s.series_id ]] · [[ s.date ]]
US Treasury yield curve ([[ macro.yield_curve[macro.yield_curve.length - 1].date ]])
[[ p.value.toFixed(2) ]] [[ p.tenor ]]

Live cost of capital (WACC)

Calculating…

[[ waccState.error ]]

[[ pct(wacc.wacc * 100) .replace('+', '') ]]was a fixed 10.00% in reports
[[ wacc.company ]]
Risk-free[[ pct(wacc.risk_free_rate * 100).replace('+', '') ]]
Beta[[ fmt(wacc.beta) ]]
Cost of equity[[ pct(wacc.cost_of_equity * 100).replace('+', '') ]]
Cost of debt[[ pct(wacc.cost_of_debt * 100).replace('+', '') ]]

Risk-free source: [[ wacc.risk_free_source ]]. [[ wacc.assumptions.join('; ') ]].

[[ pct(s.wacc * 100).replace('+', '') ]]

Company research

SEC filings

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[[ filingsState.error ]]

[[ f.form === '4' ? 'Form 4' : f.form ]] [[ f.filed_at ]] [[ f.title ]]
Insider trades

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No insider transactions reported.

[[ c ]]
[[ cell(row[c]) ]]

Options chain [[ options.symbol ]]

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StrikeLastBidAskVolumeOpen int.IV
[[ fmt(o.strike) ]][[ fmt(o.lastPrice) ]][[ fmt(o.bid) ]][[ fmt(o.ask) ]] [[ o.volume ?? '--' ]][[ o.openInterest ?? '--' ]][[ o.impliedVolatility != null ? (o.impliedVolatility * 100).toFixed(1) + '%' : '--' ]]

Shaded rows are in the money. Source: Yahoo via yfinance, cached 15 min.

Earnings calendar your US tickers

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[[ earningsState.error ]]

[[ e.symbol ]] [[ e.date ]]
EPS est. [[ fmt(e.eps_estimate) ]]

Research assistant looks up live quotes, filings, macro, WACC, earnings and your portfolio

Try one of these:

[[ m.content ]]
Looked up [[ t.name.replace('get_', '') ]] [[ toolArgs(t.args) ]]

Thinking and looking things up…