Total Market Value
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Multi-user portfolio dashboard
ZInvestZ
Sign in with Netlify Identity to manage your own portfolio, refresh live prices, and get AI-generated growth insights.
Returning users on the same device stay signed in through their saved Identity session.
Netlify Identity + Alpaca + OpenAI
Your portfolio
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Daily Insight Email Alerts
Toggle daily noon email insights. The first send may ask the user to confirm their FormSubmit email route.
Total Cost Basis
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Total Unrealized P/L
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Unrealized P/L %
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Last Refresh
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Latest AI Insight
Manual insight button plus one automatic daily insight at noon Mountain time.
No insight generated yet.
Positions
Each account only sees its own saved portfolio.
| Symbol | Shares | Avg Cost | Cost Basis | Last Price | Market Value | Unrealized P/L | Unrealized P/L % |
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Import from Screenshot
Upload or paste a screenshot, then review the parsed positions before applying.
| Symbol | Shares | Avg Cost |
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Add Position
Add a ticker, share count, and average cost.
Bond Notes
Saved to your profile for this account.
Insight History
Compact historical insights with simple stored performance tracking.
No stored insight history yet.