Cook Services Company

CSC Account Portal

Private dashboard for portfolio reporting, documents, statements, monthly reports, and e-sign records.

User
Role
CSC Market Watch

Portfolio Watch Chart

TradingView visual chart uses the same working widget pattern as the Investors page.

TradingView / Visual

TradingView market widgets are displayed for visual reference only. CSC portfolio records, cost basis, reports, and documents are maintained separately in the CSC records system. Backend price data for the research grid is cached through Tiingo.

Status

Reporting Controls

Market data powers ticker/chart/latest market value only. Research-only positions never count toward portfolio totals.

Positions

Portfolio Grid

Owned holdings and research-only watchlist, separated by status.

Positions

Holdings & Research Watchlist

Owned positions count only when position_status = owned and include_in_portfolio_totals = TRUE.

Reports

Custom Reports

Manual report workflow. You can write a blank report, save it, approve it, choose recipients, send it, or send a test copy to yourself.

Manual sending only. No time triggers. Use the Send Controls below to choose the report and recipients, then click Send Report. Use Test Send to Me to send only to the logged-in admin.

Upload

Document Vault

Files upload to the configured CSC Google Drive folder and are logged in Documents. Do not upload bank statements, SSNs, full account numbers, tax IDs, or raw sensitive brokerage PDFs to Drive.

View Documents

Document Vault

Sync, classify, review, and open uploaded Drive vault files.

Manual Statement Entry is active. Enter verified bank and brokerage numbers manually. Tiingo may prefill brokerage price/market value only; cost basis and final report values remain editable/manual. PDFs are stored as proof links.

Internal E-Sign

Create Request

Requests

Pending & Completed

Settings

Portal Configuration

Admin controls and backend test actions.