Not financial advice. Score is based on your stated preferences and portfolio data only.
Portfolio Value
—
Cost Basis
—
Day Change
—
Holdings
—
monitoring Gains & loss over time
Series:
Performance vs Benchmark
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Not financial advice. Past performance does not predict future results. For informational purposes only.
account_balance_wallet Holdings
Add symbols (e.g. AAPL, VOO) with quantity and average cost. Connect Alpaca on the
Integrations page to auto-sync your brokerage positions and enable buy/sell.
Not financial advice. For informational purposes only.
Symbol
Source
Role
Quantity
Avg Cost
Market Price
Market Value
Unrealized P&L
Change %
donut_large Allocation
Add holdings above to see allocation.
Sector data from ETF look-through. Drift vs stated targets shown in amber when >5% off target.
calendar_month Dividend Calendar
Projected annual dividend income based on current holdings and historical yields.
Dividend amounts and dates are estimates. Companies may change or cancel dividends at any time.
Loading dividend data...
savingsThis is informational. No affiliate relationship. Actual rates vary.
View personalised stock and ETF suggestions on the
Recommendations page.
eco Tax-Loss Harvesting Opportunities
Positions with unrealized losses that may be worth realising for tax purposes.
Consult a tax professional before acting. Wash-sale rules apply within 30 days.
Loading opportunities…
check_circleNo harvestable losses foundAll positions have unrealized gains, or losses are below the $200 threshold. Check back after market moves.
Not tax advice. For informational purposes only. Consult a qualified tax professional.
thunderstorm Portfolio Stress Test
Simulated impact of historical macro shocks on your current portfolio. Not a prediction of future performance.
Running scenarios…
inventory_2No holdings to stress testAdd holdings first, then run the stress test to see scenario impacts.
Not financial advice. Scenarios based on historical analogs. Past events do not predict future results.
Not financial advice. Score is based on your stated preferences and portfolio data only.
Portfolio Value
—
Cost Basis
—
Day Change
—
Holdings
—
monitoring Gains & loss over time
Series:
Performance vs Benchmark
Loading...
Not financial advice. Past performance does not predict future results. For informational purposes only.
account_balance_wallet Holdings
Add symbols (e.g. AAPL, VOO) with quantity and average cost. Connect Alpaca on the
Integrations page to auto-sync your brokerage positions and enable buy/sell.
Not financial advice. For informational purposes only.
Symbol
Source
Role
Quantity
Avg Cost
Market Price
Market Value
Unrealized P&L
Change %
donut_large Allocation
Add holdings above to see allocation.
Sector data from ETF look-through. Drift vs stated targets shown in amber when >5% off target.
calendar_month Dividend Calendar
Projected annual dividend income based on current holdings and historical yields.
Dividend amounts and dates are estimates. Companies may change or cancel dividends at any time.
Loading dividend data...
savingsThis is informational. No affiliate relationship. Actual rates vary.
View personalised stock and ETF suggestions on the
Recommendations page.
eco Tax-Loss Harvesting Opportunities
Positions with unrealized losses that may be worth realising for tax purposes.
Consult a tax professional before acting. Wash-sale rules apply within 30 days.
Loading opportunities…
check_circleNo harvestable losses foundAll positions have unrealized gains, or losses are below the $200 threshold. Check back after market moves.
Not tax advice. For informational purposes only. Consult a qualified tax professional.
thunderstorm Portfolio Stress Test
Simulated impact of historical macro shocks on your current portfolio. Not a prediction of future performance.
Running scenarios…
inventory_2No holdings to stress testAdd holdings first, then run the stress test to see scenario impacts.
Not financial advice. Scenarios based on historical analogs. Past events do not predict future results.