Every Tuesday Before IPC
- Open this file in Chrome or Edge (just double-click it)
- Click the green Refresh Live Data button in the top-right
- Wait ~60 seconds while it loads all 120 tickers (progress bar shows status)
- The table fills in with live colors and data — ready to present
Signal Logic
Bonds (Fixed Income) — based on price vs 50-day SMA with ±2% sticky hysteresis:
- GREEN — Price crosses +2% above 50d SMA → stays green until drops below SMA
- YELLOW — Neutral zone (no threshold trigger)
- RED — Price crosses -2% below 50d SMA → stays red until rises above SMA
Equities & Others — based on price vs 100-day SMA with ±5% sticky hysteresis:
- GREEN — Price crosses +5% above SMA → stays green until drops below SMA
- YELLOW — Neutral zone (no threshold trigger)
- RED — Price crosses -5% below SMA → stays red until rises above SMA
Equity signals only evaluate on Friday closes to match the weekly review cadence. Bond signals evaluate every trading day.
Features
- Click any asset name to open detailed charts (Price vs SMA, % from SMA, YTD)
- Toggle 50d / 100d / 200d SMA lines on the price chart
- Compare tickers within the same asset class (hover for full name)
- Click PWM row names to open the data editor — enter YTD values, paste from Excel, rename portfolios
- PWM data saves automatically to your browser and persists between sessions
- Click section headers (FIXED INCOME, U.S. EQUITIES, etc.) to collapse/expand
- Week/Year dropdowns adjust visible history columns instantly
- Settings to adjust SMA periods, thresholds, and FMP API key
- PDF button exports the full table
First-Time Setup
On first load, open Settings and paste your FMP API key. Your key is stored only in your browser's local storage and never leaves your machine.
Troubleshooting
- Data not loading? Check your FMP API key in Settings.
- Some tickers failed? Mutual funds sometimes have delayed data. Click Refresh to retry.
- Colors look wrong? Click Settings → “Apply & Fetch Fresh Data” to recompute.
- Need different parameters? Adjust thresholds in Settings — changes apply instantly without re-fetching.
Settings are saved in your browser and persist between sessions.
