Risk limits
Personal book: max 8–12 names, ~12% single-name in shares (20% is a pod number). Sleeves: core 50–60% (EQR/AVB/ESS-type), cycle 20–25% one sunbelt, satellite ≤10% CSP-only default, dry powder 10–15%. HRP is a reference, not the allocator.
Refresh & X filters
Optional data keys
Yahoo is the free default (often 15-min delayed). Keys stay in this browser and are sent only to this app's server functions. Extension point for Polygon / Massive / Tradier: same quote/history shape.