EOM Summary
Snapshot of current portfolio & expected build-up to month-end
AUM -May 26 (or any tab that follows the same structure).Once connected, the dashboard re-pulls the sheet every 30 seconds so any edits in the source sheet show up here without manual action. Use the ⏸ Auto button to pause; ↻ Refresh always works manually. Auto-refresh is briefly skipped while you're typing in a search or URL box, so your work isn't interrupted.
123456 switch tabs · / focus the search box on the current tab · R refresh now · Esc close modal / blur input.
The dashboard reads six sections from the sheet: the summary block at the top, the program-wise split (VF vs DF), the pod × product matrix, the live portfolio (VF/DF/SID/etc.), new sanctions, and expected-before-EOM pipeline. It also picks up the Deepak Help Items column.
The parser identifies sections by keyword anchors (not row numbers) and matches columns by header name (not column position). You can add new rows, rename clients, or shuffle the order — it'll still parse correctly. New sections won't break anything either; they'll just be ignored.
If you see a CORS error, your browser is blocking the fetch from a local file. Two fixes: (a) open the file via a local web server (python -m http.server 8000), or (b) host the file on any web server. The dashboard works fine with the embedded sample data either way.