Portfolio
Connect your brokerage account.
Read-only. Upload a positions XML or CSV, or pull an Interactive Brokers Flex Query with your own free web-service token. Live OAuth is still a mock. After the book loads, the desk prints an objective snapshot — quality /100, technology weight, largest name, quality-filter misses, and estimated MOS. Same two gates. Scores and weights only — not a recommendation to buy, sell, add, or trim.
Risk warning. Sick of Gurus is an AI analysis tool. It applies a published value-investing method — quality of the business first, then a margin of safety — to delayed quotes and filed fundamentals. It is not a broker, not a bank, not a hedge fund, not a registered investment adviser, and not an analyst. Scores, intrinsic-value estimates, Guru Take, Top Picks, alerts, Track record, and portfolio snapshots are general educational information. They are not personal advice, they do not take a reader’s personal circumstances, tax, or risk capacity into account, and they are not a recommendation to buy or sell any security. Past results do not guarantee future results. You can lose money, including the entire value of an equity. Figures are as of the timestamp on each print. Quotes are delayed. Fundamentals are the latest filed period. There is no obligation to update a snapshot after it is published. The operator of this desk may hold, or may have held, names that appear on public lists. Personal holdings do not move the published bar.
Scores, MOS, sector weights, the portfolio snapshot, and the on-device Portfolio Copilot what-if are automated educational prints of two published gates (quality ≥ 70, and at least 30% below estimate). They do not approve a loan, execute a trade, or produce a legal or similarly significant effect about you. A what-if leaves names out of the screen — it does not sell them. You read the print. You decide. This is not automated decision-making under GDPR Article 22.
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Connect your brokerage account
Upload XML / CSV, or pull an Interactive Brokers Flex Query. Not a live login.
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Watchlist loaded from that book
Connect the book — the watchlist fills from your positions.
Positions XML (open positions), or a CSV with Symbol and Quantity. A tiny example lives at /sample-positions.csv (same file as /docs/sample-positions.csv). OAuth linking is not live. This page scores a statement you upload — it does not keep a desk book. Privacy Policy: no passwords, token used once, revocable, deletable. Scores are educational — not an automated decision with legal effect.
Your data
Disconnect drops the book. Delete clears the book, the watchlist, the email on this device, the processing log, and the email-linked list. Privacy Policy.
No processing events on this device yet.
Opening the book…