Features
A tour of each part of the app
Assets
Holdings lists every position with its live price, market value, P&L and day move, valued in RMB. Trades update shares and cost, and a daily snapshot keeps the history behind returns, attribution and allocation.
Watchlist holds names you are waiting on. Each has a thesis and the same plan a holding gets, so its buy lines carry over when you buy: the highest buy line is its trigger (or an event you judge yourself), and its buy zone sends a notification while the market trades. A buy line can be a formula such as 13 × EPS + 10 over a consensus figure you record; when the figure changes, the price is recomputed and the old one stays visible until you acknowledge it.
Crypto merges exchange accounts and manual wallets by coin. OKX and Binance accounts sync through read-only API keys. Open perpetual positions show leverage, margin and distance to liquidation, with an optional alert, and the Futures history tab keeps a local copy of fills and funding long after the exchange stops serving them.
The dossier
Every asset you hold or watch has a dossier:
- Plan - when to add, target weight, how to buy, how to sell, what would prove you wrong, and signals that should keep confirming the thesis.
- Valuation band - buy lines, a sell line and a fair-value range. You are notified when the price enters the buy or sell zone, and it shows up in today's advice if it sits in the buy zone for days with no trade.
- Timeline - reviews, earnings notes, events and trade rationale, appended and never overwritten. A perpetual on a stock shares the stock's dossier.
Analysis
- Returns - money-weighted returns and attribution by position and period.
- Allocation - by market, currency, asset class and barbell slot, against targets.
- Health check - rules such as "any single holding at most 15%", "cash at least 10%" or a cap on a group of related names, checked every day. A group can count perpetuals and look through funds.
- Plan review - each quarter's trades tagged as by the plan, off the plan, a kill condition or a tidy-up, with how the off-plan calls turned out.
- Fund X-ray and Dividends.
Plans
- Calendar - earnings and ex-dividend dates for what you hold or watch, rate decisions and the main macro releases, plus events of your own. A report that comes out waits under To record until you write it up.
- Price alerts, DCA plans and paper portfolios.
Settings worth knowing
- Hide amounts turns every amount into •••• for screen sharing.
- Up / down colors - red up or green up.
- Data & sync - encrypted backups and multi-device sync; see Data and privacy.