For your money

Your portfolio, briefed every morning.

Connect an AI assistant like Claude, then just ask. Your holdings are joined with live quotes and recent filings into one report: drift from your target mix, risk flags worth attention, and what changed overnight.

$29one-time · commercial license $59 See what you can ask

One-time purchase · Lifetime updates · 30-day money-back guarantee

Portfolio drift, risk flags and overnight moves summarized on one page
What you can ask it

Morning coffee, morning brief.

It reads your positions — it never places trades.

“Compare my holdings to my target mix and tell me what to trim.”
“What changed in my portfolio overnight?”
“Any risk flags worth my attention this week?”
“Summarize the latest filings for everything I hold.”
“Morning brief, please.”
Inside the toolkit

7 tools, one conversation.

Holdings with live quotes

Your actual positions priced against the market right now, not last quarter's export.

Drift report

How far each holding sits from your target mix, with the exact buy-and-sell sizes to fix it.

Risk flags

Concentration and volatility warnings that deserve a look, ranked in plain English.

Overnight changes

What moved while you slept, and whether it matters to your plan.

Filings join

Recent company filings pulled next to the holdings they affect.

One-page report

Everything above folded into a single readable brief instead of five dashboards.

How it works

Three steps, about five minutes.

1

Get the toolkit

Buy once, download instantly. Lifetime updates included.

2

List your holdings

Paste your positions once during setup. They stay on your computer.

3

Just ask

“Am I still close to my target mix after this month?”

Pricing

Pay once. Use forever.

Every option includes lifetime updates and a 30-day money-back guarantee.

Single toolkit
$29

This toolkit, personal use.
Commercial license available at $59.

Buy the toolkit
Everything
$99

All current toolkits plus everything we release in the future. Best value.

Get everything
Category pack
$49

All toolkits in one category:
Store, Traffic, Money or Agency.

Choose a pack

The GoHighLevel Toolkit is $39 with commercial use included. This toolkit is also part of the Money Pack at $49.

Why teams pick it

Five dashboards, folded into one page.

Drift comes with sizes

You see how far each holding sits from target plus the exact buys and sells that fix it.

Risk speaks plainly

Concentration and volatility warnings arrive ranked in English, not buried in charts.

Overnight stops being noise

What moved while you slept arrives explained against your plan, not just in percentages.

Real workflows

Three recipes you can run today

Morning coffee brief
  1. Ask: "Morning brief, please."
  2. Read drift, risk flags and overnight changes in one pass.
  3. Two quiet minutes replace an hour of tab-hopping.
The trim check
  1. Ask: "Compare my holdings to my target mix and tell me what to trim."
  2. Decide with the exact sizes reported.
  3. Rebalancing turns into one decision instead of a spreadsheet evening.
Filings catch-up
  1. Ask: "Summarize the latest filings for everything I hold."
  2. Skim what touches your positions.
  3. Company news reaches you the week it lands, not the month after.
Setup

The honest version.

This toolkit runs on your own machine. It reads a holdings list you provide (text or CSV) and joins it with live quote data and public filings.

  1. Install once: npx -y mcp-gold --mcp stock
  2. Enter your license key (GOLD_LICENSE_KEY) when asked.
  3. Paste or point to your holdings file when prompted.

Your file stays local; only ticker symbols go out to fetch quotes and filings. The toolkit reports and suggests — it never places orders. Without a holdings list it refuses to run rather than guessing.

Frequently asked questions

No. The toolkit reads your holdings, reports drift and flags risks, and sizes suggested adjustments. Every decision and every order stays yours. It is not financial advice.

No. One payment of $29 and it is yours, updates included. A commercial license for client work is available at $59.

On your computer. Only ticker symbols leave the machine, to fetch quotes and public filings.
🛡️
30-day money-back guarantee

If the toolkit doesn't save you time, email us within 30 days for a full refund. No forms, no questions asked.