Portfolio intelligence for allocation, risk, and returns.

Monitor holdings, compare performance against benchmarks, and turn allocation data into a clearer long-term investment story.

Live demo state

Interactive

Responsive UI

Mobile ready

Portfolio value

Client-ready

Total Value:$54,349+$433.28 (+0.80%)

Today's Gain

+$433.28

+0.80%

Monthly Return

+8.2%

vs S&P 500: +6.1%

Risk Score

6.2

Moderate

Dividend Yield

2.8%

Annual

Symbol	Name	Shares	Price	Value	Day Change	Total Return
AAPL	Apple Inc.	50	$185.2	$9,260	+$2.15% (+2.15%)	+$16.9% (+16.9%)
MSFT	Microsoft Corp.	35	$410.5	$14,367	$-0.85% (-0.85%)	+$26.2% (+26.2%)
GOOGL	Alphabet Inc.	25	$165.8	$4,145	+$1.75% (+1.75%)	+$7.6% (+7.6%)
AMZN	Amazon.com Inc.	30	$183.25	$5,497	+$0.95% (+0.95%)	+$10% (+10%)
TSLA	Tesla Inc.	40	$245.6	$9,824	$-3.2% (-3.2%)	+$17.9% (+17.9%)
NVDA	NVIDIA Corp.	15	$750.4	$11,256	+$4.85% (+4.85%)	+$20.5% (+20.5%)

BUY AAPL

10 shares at $150

$1,500

2024-01-01

SELL MSFT

5 shares at $200

$1,000

2024-01-15

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