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How it works: Stonk Bot

For a calm morning view of a stock portfolio, and tracking spreadsheets kept in step with the brokerage, without ever placing a trade.

Its devlog

Philosophy

  • Read-only, always. It reads positions, purchase lots, orders and account value. It never places, changes or cancels an order.
  • Rebuild, don't patch. Every sync rebuilds the picture from the brokerage in full, so a position that's been sold simply disappears instead of lingering because nothing "changed".
  • Measure what actually happened. Weekly and monthly gains come from a real daily history of account value (ending, minus starting, minus deposits, plus withdrawals), never from today's holdings applied to last month's prices.
  • Never invent a number to make things add up. A deposit, a sale's reason or a tax rate it can't know is asked for, and a gap it can't explain stays visible.
  • The data stays local. It runs on one machine, stores no brokerage login, and every published picture of it uses a made-up portfolio.

The workflow

Stonk Bot: the workflow as a flowchart1Start a sync"sync my positions".owner2Read the brokeragepositions, open lots, account values and new orders for everyaccount, read-only.Stonk Bot3Rebuild the dashboardholdings and lots from scratch, plus today's account-value snapshot;the week and month gains are recomputed from that history.Stonk Bot4Compare with the workbooka new lot is a buy; a missing lot is a sale, priced from the tradehistory and matched to the lot it closed by the brokerage's ownrealized gain.Stonk Bot5Fill in what the records lackthe reason for each sale, and the long-term tax rate when oneapplies.owner6Update a scratch copy firstwrite the new lots and sales into a copy, check the formulas andformatting, then update the real workbook.Stonk Bot7Append new orders to the ledgernewest first, one sheet per account.Stonk Bot8Refresh prices any timethe free Refresh button re-prices the dashboard without touching thebrokerage.ownerAlready recordedin an earliermonthSomething lookswrongStonk Bot: the workflow as a flowchart1Start a sync"sync my positions".owner2Read the brokeragepositions, open lots, account values andnew orders for every account, read-only.Stonk Bot3Rebuild the dashboardholdings and lots from scratch, plustoday's account-value snapshot; the weekand month gains are recomputed from thathistory.Stonk Bot4Compare with theworkbooka new lot is a buy; a missing lot is asale, priced from the trade history andmatched to the lot it closed by thebrokerage's own realized gain.↩ Already recorded in an earlier month →step 4Stonk Bot5Fill in what the recordslackthe reason for each sale, and thelong-term tax rate when one applies.owner6Update a scratch copyfirstwrite the new lots and sales into a copy,check the formulas and formatting, thenupdate the real workbook.↩ Something looks wrong → step 4Stonk Bot7Append new orders tothe ledgernewest first, one sheet per account.Stonk Bot8Refresh prices any timethe free Refresh button re-prices thedashboard without touching the brokerage.owner

What it owns

  • The dashboard: today's movers, the watchlist, sector rotation, upcoming earnings, headlines and a detail panel for any ticker.
  • "Sync my positions": the routine that brings the dashboard and the spreadsheets up to date.
  • The tracking workbook's mechanics: one row per purchase lot, sales filed as short- or long-term with estimated tax, a new tab each month, formatting left intact.
  • An append-only ledger of every order, one sheet per account.
  • A demo portfolio, so the tool can be shown without showing anything real.

What it hands off

  • Decisions: the reason behind each sale, tax-rate confirmations, deposits and withdrawals, and anything else that needs an explicit go-ahead.
  • Claude's brokerage connector: reading live positions, lots, orders and account values, read-only, only when a sync is asked for.
  • Art Director: the tool's look.
  • Project Manager: the studio's standards, checks and shared tools.

Guardrails

  • Never places, changes or cancels an order.
  • Never stores a brokerage login; it reads only through Claude's connector, when a sync is asked for.
  • Never guesses a deposit, a sale's reason or a tax rate.
  • Never edits a workbook without testing on a copy first, and never disturbs its layout, dividers or totals.
  • Never publishes holdings, accounts or amounts; every published picture uses made-up data.

At work

Refresh on the demo portfolio: every price, total and summary line updates in place, on free market data, without touching the brokerage.

Refresh re-prices the whole dashboard, on a made-up demo portfolio