MARK RICHARDS

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StocksDetails

A personal investment tracker that imports Fidelity and E*Trade holdings and evaluates them properly: real returns against benchmarks, sector and beta views, and an Ask Claude chat over your own portfolio.

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Recent commits

  1. Phase 4: AI portfolio chat via Claude Agent SDKJul 16, 2026
  2. Phase 3: real returns vs benchmarks + portfolio betaJul 16, 2026
  3. Phase 2: acquisition dates + CPI storageJul 16, 2026
  4. Phase 1: Evaluate tab with per-symbol analysis + yfinance TTL cacheJul 16, 2026
  5. Merge generic working preferences from PropCompare CLAUDE.mdJul 16, 2026