📊 Personal DB Dashboard

🏃
Ingest Workout
Drop a Garmin .fit file or enter manually
Pending
1 Upload
2 Review
3 Strava
4 Intake
5 Confirm
📁
Drop .fit file here or click to browse
⏱
Log Time
Consulting time entry
Pending
❤️
Health Snapshot
Garmin HRV / SpO2 snapshot .fit file
Pending
1 Upload
2 Preview
3 Confirm
📁
Drop Health Snapshot .fit here or click to browse
⬆️
Push Day → Salesforce
Push google_sheets rows to Salesforce Day__c
Pending
📚
Log Book
Mark currently reading, completed, or did not finish
1 Search
2 Book
3 Outcome
4 Confirm
🕐
Log Activity Time
Track hobby & personal time
Pending
💰
Import Monarch CSV
Monarch transactions .csv export
1 Upload
2 Preview
3 Confirm
📁
Drop Monarch transactions .csv here or click to browse
🎯
Log Interest Item
Movies, podcasts, activities, recipes & products
1 Type
2 Details
3 Status
4 Confirm
📈
Add to Watchlist
Add a company or fund to inv.company
For private companies, use a short unique slug (e.g. SPACEX). Required in all cases.
Overrides (optional)
🍽️
Ingest Recipe from Image
Drop a photo — Claude extracts the recipe
1 Upload
2 Review
3 Save
📷
Drop recipe image here or click to browse
JPEG · PNG · WEBP · GIF · max 5 MB
Weekly Overview —
Loading week data…
Try:
Companies
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Graph Edges
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Latest Price
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Latest Fundamentals
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📊 Open Graph Visualization ✏️ Edit Relationship Edges
Daily Data Refresh
📈 Price Data
ingest_inv_price_daily.py — fetches OHLCV from Polygon.io / yfinance  ·  run daily
📋 Fundamentals
ingest_inv_fundamentals.py — quarterly financials via yfinance  ·  run weekly
Single ticker:
🔗 Price Correlations
recompute_inv_price_correlation.py — Pearson r for 30/90/365-day windows  ·  run after prices
Tip: run Prices daily after market close  ·  Fundamentals weekly  ·  Correlations after prices update. Badges reset each day. To automate, schedule ingest_inv_price_daily.py --yes via Task Scheduler.
YTD Revenue
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Outstanding
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Unbilled Hours
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Active Projects
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Hours by Project
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Unbilled Entries
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🎂
Upcoming Milestones
Birthdays & anniversaries (next 14 days)
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📆
Today's Calendar
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🕐
Yesterday's Time
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+ Add missing session
✏️
Reflection Notes
Added to Yesterday's Time section in the note
📝
Generate Daily Note
Writes today's Obsidian daily note with all sections
Ready
👤
People
Search and edit person records
📍
Places
Add and edit restaurants, trails, and venues
📞
Contact Report
Log a touchpoint with someone in your network
🍽️
Recipes
Search and view recipe records

📖 Articles

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Jobs