Fully automated portfolio tracking system with 5 competing strategies:

• 👤 Your Buy & Hold Portfolio (from TradingView)
• 💡 AI-Assisted Portfolio (Claude recommends, you approve)
• 🐢 Conservative Bot (-10% sell threshold)
• 🏃 Moderate Bot (-7% sell threshold)
• 🚀 Aggressive Bot (-5% sell threshold)

Updates automatically daily at 4:05 PM EST via GitHub Actions!

1. Go to https://github.com
2. Click "Sign up" (if you don't have an account)
3. Follow the signup process

1. Click the "+" in top right → "New repository"
2. Name it: portfolio-tracker
3. Set to Public (required for free GitHub Pages)
4. ✅ Check "Add a README file"
5. Click "Create repository"

1. In your new repository, click "Add file" → "Upload files"
2. Drag and drop ALL these files:
   • portfolio_tracker.py
   • requirements.txt
   • .github/workflows/update_portfolio.yml (create folder structure first)
3. Click "Commit changes"

Important: The .github/workflows/ folder structure must be exact!

1. Go to "Settings" tab in your repository
2. Click "Actions" → "General" (left sidebar)
3. Under "Workflow permissions", select:
   • ✅ "Read and write permissions"
4. Click "Save"

1. Still in "Settings", click "Pages" (left sidebar)
2. Under "Source", select:
   • Branch: main
   • Folder: / (root)
3. Click "Save"
4. Your URL will appear! (e.g., https://yourusername.github.io/portfolio-tracker/)
5. Bookmark this URL! 🔖

1. Go to "Actions" tab
2. Click "Update Portfolio Dashboard" (left sidebar)
3. Click "Run workflow" → "Run workflow"
4. Wait ~30 seconds for green checkmark ✅
5. Visit your GitHub Pages URL → Dashboard appears!

• Every day at 4:05 PM EST: GitHub Actions runs automatically
• Fetches closing prices from Yahoo Finance
• Bots check thresholds and trade autonomously if triggered
• Updates your webpage with latest portfolio values
• You just visit the URL anytime to see current standings!

1. Bookmark your GitHub Pages URL
2. Check it whenever you want (daily, weekly, monthly)
3. That's it! Everything else is automatic

Strategy: Hold until quarterly rebalance (April 9, 2026)

Holdings (from TradingView):

• AVGO: 28.86 shares @ $346.35
• NVDA: 53.8 shares @ $185.89
• WMT: 87 shares @ $114.94
• IBKR: 142.4 shares @ $70.21
• ORCL: 50.04 shares @ $199.78
• UNH: 28.93 shares @ $345.57
• NEM: 92.08 shares @ $108.58
• TGT: 94.95 shares @ $105.30
• PYPL: 173.94 shares @ $57.50
• MO: 174.27 shares @ $57.38

Started: January 3, 2026
Initial Value: $100,000

Strategy: Claude makes recommendations, you approve changes

Holdings: Same as your portfolio initially
Started: January 10, 2026
Initial Value: $100,000

Strategy: Sell when stock drops -10% or more
Philosophy: "Patience wins - give stocks room to breathe"
Expected Trades: 1-3 per month
Initial Value: $100,000

Strategy: Sell when stock drops -7% or more
Philosophy: "Active management with discipline"
Expected Trades: 3-6 per month
Initial Value: $100,000

Strategy: Sell when stock drops -5% or more
Philosophy: "Quick exits, protect capital"
Expected Trades: 8-15 per month
Initial Value: $100,000

1. Go to Actions tab
2. Check if workflow is running (green checkmark = success)
3. If red X → Click on it to see error
4. Usually means: GitHub Actions not enabled or permissions issue

1. Wait 2-3 minutes after first run
2. Make sure repository is Public
3. Check Settings → Pages is enabled

1. Go to Actions tab
2. Click "Update Portfolio Dashboard"
3. Click "Run workflow" → "Run workflow"
4. Refresh your dashboard URL after 30 seconds

After 12 months (January 2027), we'll know:

• Did your buy-and-hold strategy beat the bots?
• Which bot strategy performed best?
• Did Conservative's patience win?
• Did Aggressive's quick exits win?
• Was Moderate the sweet spot?

Success Criteria for Trusting AI with Real Money:

• Bot survives 12 months without blowing up in last 6 months
• Win rate >65%
• Beats S&P 500
• Demonstrates consistent learning/improvement

Every day at 4:05 PM EST, the system:

1. ✅ Fetches closing prices for all stocks
2. ✅ Calculates current portfolio values
3. ✅ Checks if any bot should trade:
   • Conservative: Any stock down -10%+? → SELL & BUY alternative
   • Moderate: Any stock down -7%+? → SELL & BUY alternative
   • Aggressive: Any stock down -5%+? → SELL & BUY alternative
4. ✅ Logs all trades with timestamps
5. ✅ Updates beautiful HTML dashboard
6. ✅ Commits changes to GitHub
7. ✅ Your webpage updates automatically!

You do: Nothing! Just visit the URL to check standings.

Leaderboard:

• Current rankings (who's #1?)
• Portfolio values
• Gains/losses in $ and %

Individual Portfolio Cards:

• Current value
• Performance metrics
• For bots: Win rate, total trades, recent activity

Trade History:

• Every autonomous trade logged
• Date, time, stocks involved
• Reason for trade
• Profit/loss

Fully Responsive:

• Works on phone, tablet, desktop
• Beautiful design
• Real-time data (updates daily)

• Daily: See if any bots traded today
• Weekly: Track performance trends
• Monthly: Compare strategies

• 🌐 Your dashboard URL
• ⚙️ Your GitHub repository (to check Actions)

Your GitHub Pages URL is public! Share it with:

• Friends interested in AI trading
• Financial discussion groups
• Anyone who wants to follow the experiment

Set it up once → Runs automatically forever → Just watch the competition unfold!

The bots are now learning from real market data, making autonomous decisions, and competing against your strategy!

Visit your dashboard URL anytime to see who's winning! 🏆

Questions? Check the Actions tab in your repository to see the automation running!