Uses institutional-grade math (SLSQP solver, Ledoit-Wolf covariance, Fama-French factors) to find the best way to arrange the money already in your portfolio. Pick what you want to optimize for, and compare your current portfolio against the optimized one.

Runs 1,000 simulated portfolio paths over 252 trading days (1 year). Shows worst, average, and best case scenarios. Also computes Value at Risk (VaR) and Conditional VaR (CVaR) at 95% and 99% confidence.

Fetches live stock price and computes historical volatility, then prices call and put options using the Black-Scholes model. Shows profit/loss at 5 price scenarios.

How it works: When Bollinger Bands compress inside Keltner Channels, the stock is "squeezing" — building energy. When BB breaks outside KC, the squeeze is released. Combined with momentum direction, this signals potential entry points.

Long signal: Squeeze just released + momentum positive.
Short signal: Squeeze just released + momentum negative.

Strategy: Mean-reversion. Goes long when price drops more than 1 standard deviation below the moving average (assumes price will revert to mean). Exits if strategy return drops more than 3% in a day (stop loss). Compares strategy returns vs. pure buy-and-hold.

Note: This does not include transaction costs. Past performance does not guarantee future results.

Shows average return by calendar month over 2 years of data. Helps identify historically strong and weak months for a given ticker.

Runs your current portfolio weights through actual historical market data from major crashes. Shows exactly how your portfolio would have performed — max drawdown, worst month, recovery time, and comparison vs SPY. Tickers that didn't exist during the selected period are excluded and weights renormalized.

Look up any public company's three core financial statements: the Income Statement (are they profitable?), the Balance Sheet (what do they own vs owe?), and the Cash Flow Statement (is real cash coming in?). Plus financial ratios, valuation models, and side-by-side company comparison. Data is from Yahoo Finance, a quick snapshot, not audited filings.

Log every trade with your reasoning, then review which theses actually played out. Tracks realized P&L, win rate, short-term vs long-term capital gains, dividends, and per-position holding performance. Works for stocks, ETFs, and options. Private to your account.

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.

Two tools that use your saved optimization target. (1) Deploy new cash — you're about to add money, find where it should go. (2) Rebalance to target — bring your portfolio back to its ideal weights when it has drifted. Run an optimization in the Optimize tab and hit Save Optimization first, then use these anytime.

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.