Vol. 01 · Issue 01 · Spring 2026 · gf.cx ledger
personal records · rollover ira ledger
An ETF cockpit that travels
Personal screener and rollover-IRA portfolio overlay.
portfolio.yml
is source of truth — hand-edited on every buy/sell. A nightly bake joins it with
live prices and writes the JSON this page renders. Whole surface sits behind
Cloudflare Access. Not a public screener —
bestetf.net
already covers that. The value here is the personal overlay.
Surfaces · screener · portfolio · rebalance
—
| Ticker | Name | Category | AUM | ER | YTD | 1Y | 5Y | Issuer |
|---|
Account—
As of—
Market value—
Unrealized P/L—
Blended ER—
Edit portfolio.yml in the repo to change holdings. Next bake reflects it.
| Ticker | Name | Shares | Price | Value | Cost | P/L | Weight | Target | Drift | ER |
|---|
Threshold = 25% relative drift (Bogleheads "5/25" rule, relative arm).
Cards sort by trade size. Alt chips link to
bestetf.net
for evaluation — they're candidates for a swap or split, not auto-suggestions.
Edit portfolio.yml → watchlist to add/remove sleeve options.