01A scored setup
VCP breakout 9/10 Buy zone
Extended entry 4/10 Watch
Scored onIndustryPrice structureVolumeFinancials
Only an 8–10 earns the buy zone — the same checklist tells you when to pass.
02How it works
03What's inside
Step 1 of 1 — One-time setup
Welcome, Investor!
Tell us your total investable capital so we can calculate position sizes, deployed amounts, and expected profit for you.
Total Capital (HKD)
HKD
Your total investable money in HKD. Only you can see this — it never leaves your account.
HKD / USD Rate
Default 7.8 — fine to leave as-is
Plan End Date
When this portfolio cycle ends
HKD Capital
USD Capital
Capital Deployed
0% deployed100% free
Total Expected Profit
Record Date
📑
Research-backed default portfolio. These starter positions are built from KAI Investment Research event analyses — latest: IPO Frenzy × Computex (sourced from MacroMicro). Cards tagged 📑 Research link back to the report · = highest-conviction idea · Buy Now vs Watch shows whether the defined 🎯 entry trigger has been met. Everything here is fully editable.
⚡ Event · Short Term
🏭 Sector · Mid Term
🌍 Macro · Long Term
★ KAI Research — Suggested Portfolio
Read-only. Built from KAI Investment Research (latest: MM EP.202 — IPO Frenzy × Computex). Choose how to bring these ideas into your own editable journal.
Add = merges picks you do not already hold, at 0% (your positions & allocation stay put).  Choose specific = tick the stocks you want.  Replace = swaps your whole journal for this set (a JSON backup downloads first).
How to read SEPA score 0–10 — green bars are the 8–10 buy zone. A cyan AI mark = scored by the daily engine until you score it yourself. Exit plan — red = risk to your stop, the cyan tick is your entry, green = reward to your target. Longer green than red = a well-shaped trade. Hover for the exact prices; click the bar to calibrate. Scores + prices refresh daily (research sweep 11:30 · live quotes on load).

Allocation by Strategy

Minervini Pattern Usage

Theme Summary

Open Position P&L · Entry → Current

Running profit traced from each holding's immutable entry price to its live price. Unrealized — nothing is sold yet.

Closed Trade History

Realized P&L — counts only positions you have marked Sold. Stays 0 while every holding is still open.

Language / 語言

Professional trading terms (TTC, VCP, EPS, SMA…) remain in English.

Theme

Default
Disney
Cyberpunk
Star Wars
Glass
Simplicity

Capital Settings

Your total investable capital in HKD
Used to auto-calculate USD capital and share quantities

Sparklines

Data Management



Warning: this replaces all entries with the original sample positions.

📚 Research & Analysis

Investment research reports — click to open in new tab. Add new reports by editing the RESEARCH array in the script.

📌 How to add a new report

1. Write your analysis as a .md file in the 1. KAI LT Invest/ folder
2. Run python export_pdf.py "1. KAI LT Invest/Your Analysis.md" to generate the HTML
3. Add one entry to the RESEARCH array in this file's <script> section
4. The card appears here automatically — no other changes needed