Live Tool

Portfolio Horoscope

Portfolio Horoscope is a position-management dashboard that combines valuation, trend, momentum, and strength into a single monitoring layer for your current holdings.

3free stocks
30pro stocks
1QJ score

What it helps you decide

This is not just a watchlist. It helps answer whether a position is still healthy, whether the trend is deteriorating, and whether your original thesis is being supported by fresh data.

Fair value context: compare current price and entry price against DCF ranges.
Trend structure: use EMA, RS, RSI, and Renko to see whether momentum is improving or weakening.
Single decision layer: the QJ Rating compresses multiple inputs into one review score.

Core equations

\[ \text{P/L} = (P_{\text{current}} - P_{\text{buy}})\times Q \]

Absolute profit or loss scales with both the price move and the size of the position.

\[ \text{P/L \%} = \left(\frac{P_{\text{current}} - P_{\text{buy}}}{P_{\text{buy}}}\right)\times 100 \]

Percentage return normalizes outcomes across holdings with very different entry prices.

Example interpretation

High conviction profile

QJ Rating: 84
200 EMA: above
Renko: up

Interpretation: trend and strength are aligned. This is usually a hold-and-monitor setup rather than an early exit candidate.

Warning profile

QJ Rating: 41
200 EMA: below
RS: weak

Interpretation: the stock may still be in the portfolio, but objective quality is slipping and deserves immediate review.

Best use case

Use Portfolio Horoscope after earnings, after sharp rallies, and whenever you want to review the health of positions you already own.

Open Portfolio Horoscope
Charts