The Watch
Your Watch
Track the companies you hold and the ones you're watching. Log buys and sells, and see live value and gain. Full OS adds the AI coach: Block 4 reviews, monitoring anchors, and thesis tracking.
5 live · 0 exited
Reviews due
3 upcoming
- RKFPost-earnings review· 2026-07-23In 2 days
- ATPQuarterly review· 2026-07-26In 5 days
- MERQuarterly review· 2026-08-02In 12 days
Capital deployed
$ 131,870
Invested $ 97,370
Cash
$ 34,500
Market value
$ 165,670
Positions $ 131,170
Gain / loss
$ 33,800
34.7%
Positions
5
Cash %
26.2%
Allocation
By current market value, in USD.
- ATP24.3%$ 40,320
- MER22.1%$ 36,660
- CRN13.5%$ 22,420
- BPS12.7%$ 21,120
- RKF6.4%$ 10,650
- Cash20.8%$ 34,500
Portfolio health check
A quick X-ray of concentration, sector exposure, and the quality of what you own. Not advice.
- Biggest holding
- 24%
- Top 3 holdings
- 60%
- Cash
- 20.8%
- Holdings
- 5
- Avg ROIC
- 19.4%
- Avg FCF yield
- 4.3%
- Avg P/E
- 26.9×
- Solid quality — holdings average 19% ROIC.
Headroom to MIPS
Per-position room to add (or trim) versus your maximum intended position size.
- MER15.4% of 18.0%Add $ 3,457≈ 24 sh
- CRN13.8% of 14.0%Add $ 222≈ 1 sh
- ATPOver MIPS · 21.8% of 12.0%Trim $ 12,876≈ 45 sh
- BPSOver MIPS · 10.9% of 10.0%Trim $ 1,213≈ 4 sh
- RKFOver MIPS · 11.9% of 9.0%Trim $ 3,882≈ 55 sh
Portfolio
Live positions and exits. In the platform each row expands to the full detail: thesis, sell conditions, tranche history, and inline buy/sell.
| Ticker | Company | Status | Conviction | Cost basis | Price | Value | Gain | % port (USD) |
|---|---|---|---|---|---|---|---|---|
| MER | Meridian Logistics | Intact | 9/10 | $ 20,280 | $ 141.00 | $ 36,660 | +80.8% | 15.4% |
| CRN | Cornerstone Foods | Intact | 8/10 | $ 18,240 | $ 118.00 | $ 22,420 | +22.9% | 13.8% |
| ATP | Atlas Payments | Intact | 8/10 | $ 28,700 | $ 288.00 | $ 40,320 | +40.5% | 21.8% |
| BPS | Brightpath Software | Intact | 7/10 | $ 14,400 | $ 352.00 | $ 21,120 | +46.7% | 10.9% |
| RKF | Rockford Apparel | Under review | 5/10 | $ 15,750 | $ 71.00 | $ 10,650 | -32.4% | 11.9% |
Watchlist
Cleared through research, parked on price. When a name reaches its entry zone, the remaining gates trigger.
This is a sample. The real one is yours.
Every screen here fills with your own companies, your own research, and your own positions as you work through the system.
VI Stack's Advisory Board archetypes are AI-generated frames inspired by the publicly available writings and frameworks of named value-investing practitioners. Opinions and outputs emitted by the AI are synthesized; they are not endorsed by, affiliated with, or sponsored by any of the named individuals. No partnership or endorsement is implied or claimed.