diff --git a/site b/site index 12c902b..a8b7106 100755 Binary files a/site and b/site differ diff --git a/source/pages/bookkeeping.html b/source/pages/bookkeeping.html index 208b1e1..718dadc 100644 --- a/source/pages/bookkeeping.html +++ b/source/pages/bookkeeping.html @@ -1,7 +1,109 @@ {{define "nav"}} +
+ + +
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+ + +
+ +
+ +
+
opinion
+
due diligence
+
performance
+
+
{{end}} {{define "body"}} +
+

bookkeeping · 2026

+

Administration
infrastructure +

+

+ buildout of internal tooling the hardship of this endiver and leason learn of programming for reliability and easy use. +

+
+ + +
+
+

Record Keeping paradigm

+
+
+
+ Emultable entries/data +
+

+ Book keeping and other record keeping tasks, benefit of not having a real deletation of data/infomation. Rather have a record of change. +
+ +

+
+
+
+

+ + records i have logged as "events" that is the real dated action of the company, this could be a purchase of inventory or sale of finished product. + The underlying "entry" contain the credit or debit value posted into a "account" that is referenced to a book section like liquidity/cash or deprestion of assset and the liabilities the compnay may have. + +
+ All this infomation is inserted into sqlite tables. The database is very cheap regarding storage. +
But the attachments to events i have compressed as these mostly pdf are significantly more expensive. + + + +

+ +
+ +
+ +
+
+

Web based access

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+
+
+ minimal +
+

+ later versions will have more user account restricted access, in this beta version, web access is consider the same user. +
+ I can assume all actions is myself as i self host on my local network. +

+
+
+
+

+

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+ +
+ +
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+

Installation Guide

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+
+
+ Independent Equity Research + finance +
+

Fundamental analysis using SEC filings (10-K, 10-Q) and earnings reports. Assess + profitability, liquidity, risk factors, and long-term business sustainability. Handle incomplete or + low-transparency information through structured cross-validation.

+
+
{{end}} \ No newline at end of file diff --git a/source/pages/index.html b/source/pages/index.html index 4ac73e6..3f059e9 100644 --- a/source/pages/index.html +++ b/source/pages/index.html @@ -1,5 +1,5 @@ {{define "nav"}} -
+

- year to date performance has its risked and luck based issues. hard to say if these numbers will continue year by year. + year to date performance has its risk and statistical issues, have very little predictive power. hard to say if these numbers will continue year by year.

+
Trades diff --git a/static/components/eq.html b/static/components/eq.html index 65d140d..0f6a122 100644 --- a/static/components/eq.html +++ b/static/components/eq.html @@ -20,7 +20,7 @@

Equity · Portfolio Performance

-
+9.58% YTD
+
+18.61% YTD
2026

@@ -35,38 +35,39 @@
- - Monthly: Jan +8.13%, Feb −8.84%, Mar +0.41%, Apr +6.59%, May +3.20%, Now +0.64%. Cumulative: Jan +8.13%, Feb −1.43%, Mar −1.02%, Apr +5.51%, May +8.89%, Now +9.58%. - -
+ + Monthly: Jan +7.75%, Feb −11.71%, Mar +0.91%, Apr +6.67%, May +3.13%, Jun −0.04%, Jul +2.66%, Now +9.45%. Cumulative: Jan +7.75%, Feb −4.87%, Mar −4.00%, Apr +2.40%, May +5.60%, Jun +5.56%, Jul +8.37%, Now +18.61%. + +
-
-
-
best month
-
+8.13%
-
-
-
worst month
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−8.84%
-
-
-
cumulative YTD
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+9.58%
-
-
+
+
+
best month
+
+9.45%
+
+
+
worst month
+
−11.71%
+
+
+
cumulative YTD
+
+18.61%
+
+
-

// data through Jun 2026 · monthly returns & cumulative

+

// data through 2026 YTD · monthly returns & cumulative