Dashboard

Quality = long-run risk-adjusted strength. Opportunity = strong fund, currently depressed vs. its own history. Combined = strong on both. Research tool only, not advice.
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Import price history
# Ticker Asset Type Held Price Unrealized Signal Combined Opportunity Rebound Quality Current window return Z-score Sharpe Drawdown from 52wk high % windows positive CAGR Actions
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Import Price History (CSV)

Backfill daily NAV/price data for one of your tracked securities — useful when Yahoo Finance is missing older history for a ticker. Required columns: date (YYYY-MM-DD) and nav.

⬇ Download template CSV — fill it in and upload below.