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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 and checks.
  • Platform Engineer: the shared tools it uses, like the screenshot capture and the write guard.

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

The morning view: movers, watchlist, sector rotation, earnings and headlines, on a made-up demo portfolio
The morning view on the demo portfolio: what moved in the book and on the watchlist, which sectors are leading, who reports earnings in the next two weeks, and the headlines behind the moves, each panel opening with a one-line summary.
Refresh re-prices the whole dashboard, on a made-up demo portfolio
Refresh on the demo portfolio: every price, total and summary line updates in place, on free market data, without touching the brokerage.