A generic buy-or-hold rating answers one question: what does the model make of this stock? It says nothing about the price you actually paid for it. This page starts from your cost basis instead, so the invalidation level and take-profit rungs are re-priced against your entry price rather than against the model's. That is what “position-aware” means here: an observation about a position you describe, never an instruction to act on it.
Enter tickers and weights and the page returns a weighted expected growth read at each forecast horizon, a weighted max drawdown figure, a raw correlation matrix between your holdings, a concentration reading, and how far the book has drifted since you built it. Two of those are deliberately pessimistic: the weighted drawdown ignores diversification, so it overstates risk rather than flattering the book, and the correlation matrix is shown raw instead of being compressed into a reassuring single “diversification score”. There is no portfolio Sharpe ratio here, because we cannot compute an honest one from what the page knows. Your own arithmetic is free too — where you stand against your entry price, and where break-even sits.
The position-aware verdict itself is the paid layer: whether adding is on the table at all, the invalidation level and the take-profit rungs re-priced from your entry, the worst case expressed in money rather than in percent, and a plain-English read on how concentrated the book has become. It is a personalised view of levels the model already publishes free for every ticker — a paid tier never buys a different or a better forecast.
A well-documented pattern among individual investors is holding a losing position until it returns to the entry price, and selling a winner early — the disposition effect. The market has no memory of what you paid, so break-even says nothing about where the stock goes next. The page prints it because you will look for it anyway, and labels it as an anchoring reference rather than a level worth waiting for.
Tickers and weights live in the page address after the #, so a book is a copy-pasteable link and nothing about it is stored on our servers. The entry price you paid is treated differently: it stays in your own browser and is never written into that link, because a shared link would otherwise carry your position size to whoever received it. No account is needed for any of the free reads.
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Educational research only — not investment advice.