AAG Investments

Total portfolio

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US stocks

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TASE (funds + stocks)

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All-time yield

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time-weighted, contributions excluded

Total profit

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vs invested capital

Stock book — recorded daily series (US + TASE stocks)

Fleet features

every stream the system runs — schedule and last delivery

Feature	What it does	Schedule	Last sent

Risk & return ratios

recomputed nightly at market close (EOD)

CAGR

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annualized since inception

Volatility

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1y annualized, daily TWR

Sharpe

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1y, excess over rf

Sortino

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1y, downside deviation only

Max drawdown

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all-time, on the TWR index

Beta

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vs SPY, 1y daily

Portfolio vs S&P 500

same windows — SPY on the book's own dates

Metric	Portfolio	S&P 500	Edge
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By year vs S&P 500

calendar-year TWR · first year partial, current YTD · Sharpe/Sortino use today's rf for all years

Portfolio S&P 500

Year	Return		Volatility		Sharpe		Sortino		Max DD
Year	Port	S&P	Port	S&P	Port	S&P	Port	S&P	Port	S&P
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Book stats

Today (stock book)

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US + TASE stocks vs prior close

Holdings

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Holdings

Symbol	Name	Qty	Price	Value $	Weight	P&L %

TASE funds

Fund	Qty	Price ₪	Value ₪	P&L %	Day %

Tracked in the workbook only (no per-fund ledger) — updated with the daily refresh.

Exposure

By market

By instrument

By sector

By currency

Trade entry

Same commands the bot takes: "sold 5 AMAT at 601 yesterday", "add 10 AAPL at 150 USD", "list holdings", "log". Currency is required on adds (USD / ILS / ILA / …).

Stock book — recorded daily series (US + TASE stocks)

Fleet features

Risk & return ratios

Portfolio vs S&P 500

By year vs S&P 500

Book stats

Holdings

TASE funds

Exposure

By market

By instrument

By sector

By currency

Trade entry

Reports & briefs

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