Payment history is not automatically counted as an expense. Only records with canonical evidence are shown.
Live Notion · Subscription and Debt & Instalment
🧾 Obligations
Due dates and recurring status are planning data, not proof of payment.
Loading current Notion records…
Subscriptions · schedule & payment evidence
Debt & instalments · active commitments
Paid historyLoading
Live Notion · Wishlist
🎁 Wishlist
Wishlist items stay separate from actual expenses until transaction evidence exists. Add an image in Notion PHOTO or use a page cover.
Read-only summary · built from linked finance records
This month · action required
Monthly burn · recurring + commitments · per month
—
Connected system map
Notion connection status
Sign in to check the live connection.
Not checked
Cash position
Liquid Assets
Everyday & work cash
Known cash accounts & liabilities
🔁
Recurring subscriptions per month
—
💰
Period cash flow
—
📈
Open stock cost basis
Unavailable
Investment-owned current positions only · excludes cash and options.
💰 Where is my cash?
Cash allocation by account, with an estimated THB view of USD cash.
Reference conversion is available after private access.
Cash reconciliation · Reported vs Calculated vs dynamic ADJ
🧮 Reconcile balances
The latest reported balance appears in Overview. This section verifies Reported − Calculated = ADJ; ADJ recalculates when backdated records are added.
Personal Finance · editable and verified in Notion
Money transaction history
Income and expenses from Personal Finance, ordered by date. Internal transfers and investment movements are not counted here as income or consumption expenses.
| Date | Type | Description | Category | Account / method | Amount | Edit |
|---|
Personal Finance · transaction history
Cash Flow
The default view shows the latest 60 days. Income is green, expenses are red, and transfers to investing are blue and never counted as expenses.
Recorded income
—
Recorded expense
—
Net cash flow
—
Transferred to investing
—
Monthly / yearly cash-flow trend
THB income versus expenses from dated transaction records. Internal transfers are excluded.
Category by period
Monthly and yearly income or spending by category, shown as stacked bars from Personal Finance.
Income categories
Expense categories
Income records
| Date | Description | Category | Account | Amount | Edit |
|---|
Expense records
| Date | Description | Category | Amount | Method | Edit |
|---|
Positions · read-only · updated from Investment & Trading
Position freshness
Unknown position version / as-of
Waiting for Investment-owned metadata.
Current USD allocation
Market value · current evidenced USD positions and USD cash; THB assets remain separate
📝 Trade Log
Gmail reconciliation evidence unavailable
| Date | Trade | Cash & costs | Evidence |
|---|
Investment groups
Grouped directly from Notion ASSET CLASS + CURRENCY. Groups without market quotes show cost basis only.
Current USD holdings
Market P/L in USD only; funding-currency FX P/L is not calculated.
| Position | Quantity / Average cost | Current price | 30D Trend | Market value | Unrealized P/L |
|---|
📈 Portfolio vs Market
Compare the current stock portfolio, excluding uninvested cash, with the same capital invested in VOO (S&P 500) three ways: matched trades on every actual buy/sell date, lump sum on the first date, and monthly DCA in equal installments.
Calculating…
💱 FX P/L
FX profit and loss is kept separate from stock profit and loss.
FX P/L: waiting for an explicit FX lot
—
Only explicit THB ↔ USD exchange records create an FX lot. Reference-rate P/L stays separate from realized bank FX P/L.
Methodology
Unrealized reference FX P/L compares an open USD lot with the current dashboard reference rate. Realized FX P/L is not shown until an evidenced USD → THB FX_SELL is matched to the original lot (FIFO). A USD stock purchase does not by itself realize FX P/L here. Bank spread, fees, and unrecorded conversions or USD spend are excluded; historical gaps are never inferred.
Haumea analysis · read-only · based on linked market sources
Owner-only signal desk
Haumea Intelligence
News related to current holdings, with market and macro context, organized for review instead of an endless feed.
Reported headlines · not investment recommendationsOpen this tab to load current sources
Current holdings
Portfolio headlines
Feed not loaded yet.
Broad tape
Market headlines
Feed not loaded yet.
Broad tape
Market overview
Index board + CNN Fear & Greed + Treasury yields — same feeds finance.html uses, fetched live for this tab.
Loading market overview…
Headline provider receives ticker symbols only. Account names, balances, shares, cost basis, position size, and P/L are not sent. Watchlist coverage is not claimed because no canonical watchlist is recorded yet.
Fed's dual mandate
Employment ⚔️ Inflation
Both sides continuously pull against each other. The center indicator uses the latest FRED data and the disclosed formula below; it is not a Fed judgment or market consensus.
Loading dual-mandate data…
Economic evidence
Latest macro releases
FRED actuals versus prior period—not consensus surprise and not a market verdict. Includes the series above plus CPI, PPI, payrolls, GDP, retail sales, and the Fed funds rate.
Countdown
Upcoming events
Official macro release dates (BLS/BEA/Fed) + next earnings date for current holdings. Sorted by soonest first — no hand-typed events, only sourced schedules.
Loading events…
Deterministic dashboard checks · not LLM output
✦ Haumea Portfolio Copilot
Evidence-backed review for Investing, Options, cash, recurring costs, and commitments. It highlights what to check; it never places, changes, or recommends a trade.
Loading private review…
Haumea executive summary
Reading the current private dashboard record…
![]()
Ask HaumeaOpen conversation shellWeb chat offline
⚫ Web chat offline · this reflects the secure web relay, not whether this PC is powered on
When the secure relay is online, ask me to explain an insight, compare exposure, or review an option’s evidence. I will show what I used and what remains unknown.
Quick questions
Options records · read-only
🧩 Options
Tracked separately from stocks and spot holdings. P/L is the contract's USD result only and excludes FX P/L.