Your whole portfolio.
One plan for every position.
Lucky Dog tracks A-shares, Hong Kong and US stocks, funds and crypto in one place - with a dossier for every holding, a calendar that never sleeps, and an AI that can read it all.
No account. No server. Your data never leaves your computer.
On a Mac, the first opening takes one extra step. How to open it
Everything you own, valued in RMB at live exchange rates
The idea behind it
Watch the man, not the dog.
Price runs ahead and falls behind; value walks on, and the leash always pulls price back. Lucky Dog keeps your eye on the man: a plan for every position, buy and sell lines on a valuation band, and an alert only when the dog has strayed far enough to matter.
Write the plan down before the market tests it
Every asset gets a dossier: when you would add, how much you want, how you buy and sell, and what would prove you wrong. Reviews and earnings notes are appended to its timeline - never overwritten.
- Kill conditions kept apart from signals that should keep confirming the thesis
- A valuation band with buy lines, a sell line and fair value
- Export a dossier to Markdown and import it back
Nothing slips past
Earnings, ex-dividend dates and macro releases for everything you hold or watch, in one place - with a reminder the evening before, and every report waiting until you have written it up.
- A-share report dates from Eastmoney, US and HK from Yahoo
- Rate decisions, CPI, PMI, payrolls and credit data
- Your own events, tied to a holding or not
Your rules, checked every morning
"No single holding over 20%." "Keep 8% in cash." "Overseas tech at most 60%." Write the rules once; Lucky Dog checks them daily and tells you the moment one is crossed.
- Group caps that can count perpetuals and look through funds
- A quarterly review of which trades followed the plan
- A watchlist with price triggers and formula buy points
Bring your own AI
A built-in assistant answers with your own data. And a local MCP server lets Claude, Cursor or any MCP client read your portfolio and update it - asking you first before every write.
- About a hundred tools: holdings, dossiers, market data, financials, crypto
- Every call logged, with how it was confirmed
- Listens on 127.0.0.1 only
And the details you would want
Valuation bands
Buy lines, a sell line and fair value on every plan. Get told when the price walks in.
Futures history, kept
Exchanges forget after three months. Lucky Dog keeps every fill and funding payment.
Alerts that matter
Price alerts, liquidation warnings and a reminder the evening before every report.
Privacy mode
Every amount becomes •••• in one click - for screen shares and recordings.
Sync and backups
Sync devices through iCloud Drive or any cloud folder; export AES-256 encrypted backups.
English and Chinese
Red up or green up, your choice. Light and dark themes.
Your money. Your plans. Your computer.
One SQLite database on your own disk, read-only exchange keys, and backups you can encrypt.
Questions? hi@luckydog.money