TablePounder
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Early access · private beta

The portfolio tracker that remembers why you bought

Every position you own had a reason. Six months later the price moved, the story changed, and the reason quietly evaporated — but the shares stayed. TablePounder stores your thesis and your trim/add rules next to every holding, then checks the world against them so you act on your own plan, not on vibes. You keep the judgment; TablePounder supplies the attention.

No spam — one email when the beta opens. Your answer decides what we build first.

MSFT27.9% of conviction sleeve · target 25%Thesis intact

“Azure keeps >25% growth while Copilot seats turn AI capex into margin. Paying 32× forward for the only hyperscaler with a distribution lock on the enterprise.”

TrimForward P/E > 38  32.4 — not fired
TrimAzure growth < 20% two straight quarters  21% — approaching
Add< 20% of sleeve on broad drawdown  not fired
Review: your thesis still holds

Azure grew 21% — above your floor, but the second-softest print in three years. One more quarter like it and your own trim rule fires. Nothing since July contradicts the margin half of the thesis.

Triggers checked against live prices & fundamentals · the week’s headlines read first · never touches your targets or places trades

Your rules, watched

TablePounder never tells you what to buy. It holds you to what you already decided — which is the part discipline actually fails at.

First

Write the thesis

A few honest sentences per holding: why you own it, and why at this weight. If you can’t write it, that’s a finding too.

An AI first-draft gets you started — you edit, it never self-applies.
Then

Set the triggers

Trim and add conditions in plain terms — valuation ceilings, growth floors, weight bands on drawdowns.

trim if fwd P/E > 38 · add if < 20% of sleeve
Ongoing

The world gets checked against them

Arithmetic triggers settle themselves against live prices and fresh fundamentals. Judgment calls get an AI review that has already read the week’s headlines — did anything since you wrote this break it?

Verdicts cite what changed and when. No “we think you should…” — ever.

Neither a robo-advisor, nor another watchlist

Every investing product asks you to hand something over. Most take the wrong thing.

Robo-advisor

You hand over both

Your judgment goes into a model portfolio; your attention is no longer needed. Relaxing — until you notice you own a portfolio with no reasons in it.

Do-it-yourself

You keep both

The convictions stay yours, but so does the watching — every quarter, every headline, forever. Attention is exactly the thing that decays.

TablePounder

Keep the judgment. Delegate the watching.

You write the rules, per stock. The machine watches prices, fundamentals, and news against them — and escalates to you only when your own rules say act.

“A robo-advisor asks you to trust its judgment. TablePounder asks you to write down yours — then holds the market to it.”

And the rest of your money, properly

Built first for one demanding user: a portfolio across two brokerages, property on two continents, and a retirement date that deserved better math.

Whole-balance-sheet net worth

Brokerage accounts live-synced; house, mortgage, vehicles, money you’ve lent, assets in another country and currency (USD + VND first). Rows carry rates — contribution, rent, appreciation — so the sheet rolls forward instead of going stale.

The full picture, pinned to your book

Live pricing, fresh fundamentals, and the few headlines that actually matter — deduplicated, noise-filtered, and attached to the holdings they touch. The complete picture assembles itself before you’d have opened a second tab.

Targets, drift, rebalance plan

Two-level allocation targets — groups, then holdings within them — with drift and dollars-to-target at both levels, priced live. You get the exact buy/sell list; carrying it to your broker in one step is where the roadmap goes next.

Projection without the flattery

Geometric monthly compounding, a with-vs-without-contributions pair, every series deflated to today’s buying power, and the 4% first-year withdrawal it implies. Numbers you can plan on, not a hockey stick.

Running on the builder’s own money, daily, since 2025. TablePounder is the productized version of a private dashboard that manages a real multi-account portfolio — the cost-basis ledger refuses to guess when the broker’s numbers don’t reconcile, prices come from bid/ask midpoints because last-print marks lie after hours, and the thesis reviews have already caught rules their author was about to break.

Read-only by design at launch: we sync through your brokerage’s official connection and never hold your login. Execution — carrying a plan you approved to your broker in one step — comes later, and only ever at your command.

Know why you own everything you own