MQGC

This is an equity research and portfolio management application for investors, bringing together instrument tracking, research documentation, trade records, and performance analysis in one place.

• Instrument universe management: Build and maintain watchlists and observation names; record quotes, fundamentals, and conviction levels; organize holdings structurally by sector, strategy theme, and priority.

• Research knowledge base: Draft and archive research memos, link them to instruments and viewpoint tags, and build a traceable record of investment rationale and decision support.

• Positions and execution ledger: Log buy/sell executions, commissions, taxes, and notes; separate live and paper accounts; automatically aggregate cost basis and position size.

• Portfolio performance analytics: Roll up capital deployed, mark-to-market value, unrealized P&L, and realized gains to assess capital efficiency and return at the portfolio level.

• Valuation and quantitative toolkit: P/E, P/B, DCF, and related valuation frameworks, plus position sizing constraints, compound growth paths, CAGR, break-even pricing, and Kelly weighting for decision support.

• Market data and maintenance: Maintain quotes, candlestick data, and related market inputs; support bulk import and data cleanup to keep research and ledger data complete and maintainable.

In positioning terms, it functions as a lightweight personal research and portfolio management system for independent analysis, trade review, and long-term performance tracking—not a replacement for a market data terminal or an institutional trading platform.