Portfolio DashboardGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
Holdings
Enter your ticker symbols and dollar amounts. Click Fetch Prices & Analyze to run live data.
CASH & SAVINGS
Add checking, savings, or money market. Cash counts toward your total, earns the rate you set, and lowers your overall risk.
AM I DIVERSIFIED?
The most common blind spot is having most of your money in one industry without realising it. This shows how your money is actually split.
Improve My MixGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
What matters most to you?
Automatic lets the optimizer pick sensible limits for you.
Monte Carlo SimulationGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
Plays out the next year 1,000 times to show where your money could land — best case, typical, and worst. The risk numbers say how bad a bad year gets.
Fat-Tailed (recommended) assumes crashes happen more often than a bell curve says — a more honest worst case. Standard is the usual math, which understates big losses.
Black-Scholes Option PricingGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
Prices call and put options from the live share price, and shows what you'd make or lose at five different prices.
Squeeze Momentum ScannerGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
How it works: a "squeeze" means the price has gone quiet and is building energy. When it releases, the stock often moves fast.
Long: squeeze released, momentum up.
Short: squeeze released, momentum down.
Long: squeeze released, momentum up.
Short: squeeze released, momentum down.
Buy Low / Sell High BacktestGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
Strategy: buy when the price drops well below its average, betting it bounces back. Sells if it falls 3% in a day.
Note: ignores trading fees. Past results don't predict future ones.
Note: ignores trading fees. Past results don't predict future ones.
Monthly SeasonalityGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
Shows average return by calendar month over your selected lookback period. Helps identify historically strong and weak months for a given ticker.
Historical Crisis SimulationGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
Portfolio Report
Estimates based on historical data, for educational purposes only — not financial advice.
Turn your saved holdings into one shareable report. Pick what to include, and we run each analysis and put it together — with a PDF you can download or send to someone.
WHAT TO INCLUDE
Compare Stocks
Estimates based on historical data, for educational purposes only — not financial advice.
Put two to four stocks side by side to see which is bigger, steadier, pays more income, and has performed better — then check what each would do to your own portfolio.
Stock Report
Estimates based on historical data, for educational purposes only — not financial advice.
Pick a stock, tick what you want included, and get one combined report — the numbers, the charts, and a plain-English read-out in a single place.
Include in report
Stock Dashboard
Estimates based on historical data, for educational purposes only — not financial advice.
Financial StatementsGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
Any company's Income Statement (are they profitable?), Balance Sheet (own vs. owe), and Cash Flow (is cash really coming in?), plus ratios and valuation. Yahoo Finance data — a snapshot, not audited filings.
Portfolio Thesis
Portfolio structure
Set what you want each type to be. We compare it against what you actually hold and show the gap.
Log a Position
Got filled at multiple prices on one order? Add a row for each fill, the journal blends them into your true average cost.
Exit — Sell / Close (leave blank if still open)
Same here, add a row per fill if you sold in pieces. Leave empty if the position is still open.
Positions
News & Movers
Refreshed three times a day — 8:00 AM, 10:00 AM and 5:00 PM ET. Everyone sees the same digest, so nothing is fetched per visit.
What moved and why
Today's reading
Economic Cycle
This section is new and still in testing. The numbers come straight from the Federal Reserve and update every Friday, but the wording and layout will keep changing. If something looks wrong or unclear, tell us — that is exactly what we want to hear right now.
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Economic Indicators
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Price Alerts
Price Alerts Get notified at your target priceEnable Alerts
Get notified even when the app is closed.
Watchlist
Track anything you do not own yet. Prices only — add a price alert if you want to be told when it hits a number.
WOULD THIS HELP MY PORTFOLIO?
See what your portfolio would have looked like over the past year if you had held this alongside your existing holdings.
Dividend Reinvestment (DRIP) Glossary
Reinvesting dividends vs. taking the cash. Yields and dividend growth are real; price growth is your guess.
Valuation Models
These estimate what a company is worth. The interactive DCF and Dividend models below use assumptions you control, so treat them as scenarios, not certainties.
Discounted Cash Flow (DCF) Calculator
A DCF estimates a company's value by projecting its future free cash flow and discounting it back to today. Adjust the assumptions, this is an estimate, not a guarantee.
Financial Ratios
Computed from the most recent annual statements (even when viewing quarterly above, since ratios like turnover need a full year). Items without source data show "no data" rather than a guess.
Benchmark ComparisonGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
Compare your saved portfolio or any single stock against a market index or sector benchmark. See how you stack up on returns, risk, and consistency, with a plain-English breakdown at the bottom.
Compare your portfolio
Rebalance & Cash DeploymentGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
Drift from your structure targets
Dividend IncomeGlossary
Estimates based on historical data, for educational purposes only — not financial advice.
See dividend payments for your whole portfolio or any single stock, per-share amounts, pay dates, yield, and how often they pay. For your portfolio, it calculates your actual annual dividend income in dollars.
Uses the holdings from your active portfolio (—). Make sure you've saved holdings on the Dashboard.