📈

Core Philosophy

Set It and Forget It

Automate your dollar-cost averaging strategy with recurring investments and reactive rules. Let the system execute your plan while you focus on research.

Benchmark-Driven

Always compare against market indexes. There's no point in looking at stock performance without the benchmark context.

Tax-Optimized

Built-in tax-loss harvesting suggestions help you maximize after-tax returns. The system tracks wash sale risks automatically.

Educational First

Learn momentum strategies, factor models, and quantitative investing while building a real portfolio with real market data.

← Back to Projects

Stock Tracker & DCA

Automated dollar-cost averaging, momentum screening, and portfolio tracking with real market data

Try Demo Portfolio

Set

Configure recurring investments, benchmarks, and reactive trading rules

Invest

Track portfolio, view holdings, and compare performance vs benchmarks

Sell

Tax-loss harvesting, fundamental signals, and technical sell indicators

Benchmark

See how each holding fared vs your benchmark ETF over any period

Strategies

Research-backed screeners that turn market data into actionable shortlists. More to come.

Momentum Screener

Rank a universe by 12-1 month momentum (skip the recent month to dodge short-term reversal) to surface the strongest trending names. Based on Jegadeesh & Titman (1993).

Band Allocator

Direct-indexing screener: ranks the universe into cap bands, scores by momentum + quality, and allocates each DCA tranche across bands.

Backtest Lab

Point-in-time research platform: replay any strategy over deep history, DCA-aware, and compare it to a benchmark with Sharpe, drawdown, and turnover.

Note: This is a learning platform demonstrating Next.js patterns with real market data. Brokerage integration and actual trading are not supported. Data may have delays.