PERSONAL OPERATING SYSTEM
Overview
MONTHLY POSITION
Run your finances like a business.
Track planned revenue, actual spending, variance, and your conservative crypto growth path in one place.
Operating cash flow
$0
Add actuals to begin
BUDGET VS. ACTUAL
Monthly category status
CRYPTO TRACKER
0.5% daily path
Plan date—
Goal balance$0
Actual balance$0
Variance$0
Enter your current balance in Crypto Goal.
LIVING BUDGET
Immediate cash and monthly spending
IMMEDIATE CASH BALANCE
Checking and savings only
Trading, investments, crypto holdings, and property equity are excluded so this balance stays focused on money available for living expenses.
UNPLANNED / GAP SPENDING
Capture expenses that did not fit the plan
| Date | Vendor / Description | Amount | Category | Necessary? |
|---|
MONTHLY CLOSE
Archive the month before resetting actuals
Downloads a JSON month-end report, archives the period, and carries recurring budgets and accounts forward.
HEALTH OPERATING SYSTEM
Daily execution, nutrition, and weight progress
TODAY'S SCORE
0%Complete your daily actions to build momentum.
0/13
TODAY'S EXECUTION
Standard eating day
DAILY SCHEDULE
Current and next action
WEIGHT TRACKER
Weekly progress
Add a weigh-in to begin.
| Date | Weight | Change |
|---|
NUTRITION LOG
Track the numbers that matter
FOOD LOG
Add foods and calculate daily nutrients
Protein0 g
Carbs0 g
Sugar0 g
Fat0 g
| Meal | Food | Serving | Protein | Fat | Carbs | Sugar |
|---|
PROGRESS HISTORY
Weekly averages and trend review
| Date | Daily Score | Protein | Carbs | Sugar | Fat | Weight |
|---|
RECIPE LIBRARY
Save meals and log them in one click
TODAY
Saved meals logged
TRADING PERFORMANCE
Track active trading accounts and progress toward your goal
ACCOUNT MANAGER
Crypto and prop firm accounts
DAILY SCOREBOARD
Goal versus actual
| Date | Plan day | Goal balance | Actual balance | $ variance | % variance | Status |
|---|
TRADING GOAL
Growth from current active account balances
$0 current$0 goal
TRADE JOURNAL
Trade-by-trade history
| Date | Account | Symbol | Side | Net P/L | R | Setup |
|---|
WITHDRAWALS
Savings and cash-on-hand tracking
| Date | Account | Net | Destination | Note |
|---|
LONG-TERM INVESTMENTS
Fidelity, Robinhood, Webull, and crypto holdings
LIVE PRICES
Automatic market-value refresh
Crypto uses CoinGecko IDs. A direct API key works for personal use but is visible to anyone who can inspect a public GitHub Pages site; use the included proxy example for better protection.
ACCOUNTS
Portfolio by platform
HOLDINGS
Quantity, average cost, value, and P/L
| Account | Asset | Type | Quantity | Avg cost | Price | Value | Unrealized P/L |
|---|
TRANSACTION HISTORY
Dollar-cost averaging, sales, and dividends
| Date | Account | Asset | Type | Quantity | Price | Fees | Realized P/L |
|---|