# The Portfolio Watch
Your portfolio quietly broke your own rules — and you don't even know which one.
You set your targets once. Then the market moves, everything drifts, and one bet slowly
takes over the whole book. Most people notice months late. The Portfolio Watch is a tiny,
keyless tool that catches the drift *every time you run it*: it reads every holding against
the rules you wrote, tells you exactly which rule you've drifted past, and prepares the
one move to get back to plan.
> The honest part, up front: the Watch never trades. It prepares a suggested move and
> hands it to you — the decision is always yours. It reads public prices from a file you fill
> in; there are no API keys and no account access. Every number here is illustrative. This
> is a rules-checker, not investment advice.
What it does
1. Reads your rules (your IPS). Sleeve targets, a single-name cap, a cash floor, rebalance
bands — the lines you promised yourself you wouldn't cross.
2. Checks every holding against them. It prices your positions (keyless), maps them to your
sleeves, and flags every rule you've drifted past.
3. Prepares the correction. It hands back a set of trims/adds that net your book back to
plan — a *correction, not a prediction*. The trades net to roughly zero: you're realigning
to your own plan, not chasing a return.
Why it compounds
Write the rules once and the asset keeps working. Your targets drift the moment the market
moves; the Watch re-checks them on every run, so a single bet can never quietly take over
again. The rules file is the thing that keeps paying off long after you wrote it.
Install in 2 minutes
- Python 3.9+ (standard library only — nothing to install).
- Copy
holdings.example.csv→holdings.csvand put in your own positions. - Set your own targets/caps/floors/bands in
IPS-template.md. - Run
python3 portfolio_watch.py holdings.csvand read the drift report + prepared moves.
Get it free
Comment ADVISOR on the reel and I'll DM you the kit, or download it here:
Inside: the watch (portfolio_watch.py), a blank rules/IPS template, an example holdings file,
and the 1-line setup.
*SharpenDaily — sharpendaily.co. Illustrative tooling for personal discipline, not financial
advice. It prepares; you decide.*