Stock Portfolio
Bring holdings, allocation, market context and headlines into one dashboard.
Flow 1.6 · Living Documents
A document that keeps up.
Connect charts and tables to your files. Start with seven ready-to-use folders, then make the work your own.
Explore the product tour
01 · Connect the source
Change the data. The page follows.
A chart or table can draw from a file in the document's folder. Change that source and Flow redraws the bound block. Your title, chart type and table layout stay yours.
Flow notices source changes as they happen, when you return to the app, on Refresh Folders and after the Night Shift. A source that changed while Flow was closed is picked up at launch.
The document remains ordinary Markdown. Its sources are files you can inspect and edit.
02 · Give it a job
The routine belongs to the document.
Under the title, the Night Shift line tells you what the page watches, collects, lists and redraws. Open the Jobs Editor to change that work in plain fields.
- Collect data reads a definition that says what to gather and where to save it.
- Watch sources compares named files, folders and HTTPS pages with the earlier copy.
- List a folder keeps filenames, sizes and dates in view.
- Overnight notes is the Pro job that asks a model on this Mac to explain the numbers.
A collecting definition has a forms editor with a live row preview. You can also draft a definition from a sentence with a model on this Mac, then inspect it.
03 · Begin with a real routine
Seven folders. Room for your work.
The Flow Guide includes six worked examples and a Starter. Copy one, replace its sample inputs and follow its “How this page is built” notes.
Tax Advisor
Organize tax inputs and estimates, with the IRS pages you choose to watch.
Household Budget
Compare spending with the plan, track income and read the savings rate.
Job Search
See applications and next steps on a timeline, with careers pages and resume files alongside.
Competitor Watch
Track your comparison table and notice changes on named public pricing pages.
Team Status
Bring each person’s update file into one table, with confidence and milestones.
Living Document Starter
Copy a folder with each construct wired once. Keep what your routine needs.
These are editable examples with sample data. They organize your work; financial and tax examples do not replace qualified advice.
04 · Return with context
A better place to pick up tomorrow.
The document, the data and the next step stay together. The Night Shift reports what changed in the Morning Briefing, and marks its edits for your review.
You spend less time rebuilding yesterday's context. The next decision starts with something you can read, check and change.
See the Night Shift Make it yours
Start with one recurring document.
Open a folder from the Flow Guide, replace its sample data with your own, and give the Night Shift a clear job.