Documentation

How PivoxQuant works.

How the record works, what the mirror reads from it, and what this tool does not do.

Getting Started

What is PivoxQuant?: A record you keep about your own investing, and a mirror it holds up. Stop before you buy and write down why; weeks later the same record shows how you actually behaved. Observational only — not investment advice.
Do you execute real trades?: No. PivoxQuant has no order path to any broker — it never routes, places, or suggests an order. It only reads the record you keep.
Can I connect my brokerage account?: No — and there is nothing to connect. Automatic brokerage linking is not offered, and no API keys or account credentials are collected. Holdings are uploaded from a capture of your broker app's holdings screen (read in your browser; the image is never sent to the server) or entered one at a time, and are registered as soon as you check and save them. Fills can be entered by hand, uploaded from a trade-history file, a fill-screen capture or fill-notification text, or sent by your own automation tool with an import token issued in Settings. On every path the server never touches your brokerage, and a fill that arrives by file, capture or notification is not recorded until you write why and approve it.

The record

What is Pre-Trade?: Seven questions you answer before a position change — ticker, side, and a written thesis, then your own cross-examination. Nothing is submitted to a broker; the point is the pause and the written reason.
Where do my entries go?: Journal keeps your pre-trade entries — including whether you went ahead or stopped — and the notes you write, in one timeline, under the behaviour mirrors computed from your trades. The trades and holdings themselves live on Portfolio.
Can fills be recorded automatically?: Your phone can forward your broker's fill notifications to PivoxQuant. Create a connection key under Settings → Import tokens and the phone setup steps appear; when you first sign up, picking your phone and broker shows only the steps that fit. On Android, the MacroDroid app forwards your broker app's push or KakaoTalk message as is. On iPhone, a Shortcuts 'Message' automation forwards fill text messages (SMS) on any iOS; for brokers that notify by app push, such as Toss Securities, a Shortcuts 'Notification' automation does it on iOS 27 or later (that route is a trial and may not read every broker's wording). Forwarded fills land on the pending list at the top of the Journal page and an 'A fill just arrived' push is sent. A fill is recorded only after you write one line on why and approve it. No brokerage login or API key is ever collected.
How do I correct or re-sync my holdings?: On Portfolio, tap a holding to add a purchase, record a sale, edit the average cost or memo, or write an observation note. If your holdings changed a lot, go to Portfolio → '종목 추가' (Add position) → 'Upload a holdings capture' and upload your broker app's holdings screen again. Holdings you already have are overwritten with the captured values, and each row can be switched to 'Add' or 'Skip'. Holdings on your record that are missing from the new capture are listed under the table as 'Not in this capture': mark one 'Closed' if you already sold it — it leaves your holdings without counting as a sale, and past trades and notes stay — or leave it on 'Keep' if the capture was just cut short. The capture is read in your browser and never sent to the server; it takes effect as soon as you check and save it.

The mirror

What does the Mirror show?: What you said about your own habits in the five onboarding questions, next to what your last 30 days of trades actually show, across nine axes — holding period, turnover, sector spread, and so on.
Is the mirror scoring me?: No. It counts what is in your record and shows it back. There is no grade, no ranking, and no suggestion about what to do next.
Why is my mirror empty?: It fills from your own trades. Until a few are recorded there is nothing to reflect, and the surface says so rather than inventing a reading.

Legal & Compliance

Does PivoxQuant provide regulated guidance?: No. PivoxQuant is not a licensed investment advisor and does not provide investment advice. All content is observational and informational only.
How is my data protected?: See our Privacy Policy. Data encrypted in transit and at rest. No broker credentials are collected.
How do I delete my account?: Settings → 개인정보 · 데이터 (privacy & data) → 계정 삭제 (delete account). By default the request starts a 30-day grace period: you are signed out and sign-in is blocked, and the confirmation email carries a link to cancel. After 30 days every record is permanently purged (PIPA §21). The same dialog also offers an immediate, irreversible deletion. If you run into a problem, contact us via the 1:1 inquiry form.