Portfolio

Track your investments, performance and dividends

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💼 Value

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Cost basis —

$ Uninvested cash

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Across linked accounts

📈 Total profit

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▲ Performance

Day — 1W — 1M — YTD —

Since market close

💰 Passive income

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No dividend data

Portfolio vs S&P 500

Performance comparison

Your portfolio

S&P 500

Last 30 days · %

Portfolio +8.4%

S&P 500 +3.1%

Alpha +5.3%

Portfolio by sector

Allocation breakdown

Name Value/Invested Gain Allocation

Today's movers

Top winners and losers in your book

Winners

Losers

Earnings conviction

Verdict mix across your holdings

Signal health

Green / amber / red across your book

Above MA50

● >+1% above ● ±1% ● >1% below

Above MA100

● Price ≥ MA100 ● — ● Price < MA100

Above MA200

● >+2% above ● ±2% ● >2% below

RSI(14)

● 40–60 ● 30–40 or 60–70 ● <30 or >70

52W range

● Top third (>67%) ● Middle third ● Bottom third (<33%)

PE vs sector

● ≤0.8× sector PE ● 0.8–1.5× ● ≥1.5× sector PE

Short interest

● <3% of float ● 3–10% ● >10% of float

Insider 90d

● Net buying ● Net flat ● Net selling

Earnings conviction

● Strong Buy / Buy ● Positive / Watch ● Avoid / Negative

BearBull stance

● Bullish / Buy ● Neutral / Hold ● Bearish / Sell

Thematic exposure

Your book by investment theme

Upcoming earnings

Holdings reporting in the next 5 days

Portfolio treemap

Weight · Day performance at a glance

Strong down (≤−3%) −1 to −3% Flat +1 to +3% Strong up (≥+3%)

Correlation network

Pairwise price-return correlation across your holdings

Strong (r > 0.7) Moderate (0.5–0.7) Inverse (r < −0.2) Node size = portfolio weight

Educational tool — not financial advice. Performance data based on current holdings + paper-trade history.

Future payments

Next 12m — Monthly avg —

Dividends received

TTM total —

Annual income by holding

Estimated income per year from current positions

Income forecast

12m projected — Rolling avg — Portfolio YoC —

Recent & upcoming events

Dividend data sourced from FMP. Future payment projections based on last known dividend amount and payment schedule.

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