Portfolio Performance

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Total return
Portfolio

Asset Allocation

- Holdings value

Top Holdings

#SymbolNameValueDayTotalRealized
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Recent Transactions

DateTypeSymbolSharesPrice
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Markets

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Most held by members

anonymous share
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Holding ↕ Shares ↕ Cost basis ↕ Current value ↕ Day Change ↕ Annual dividends ↕ Dividend yield ↕ Dividends received ↕ Total profit ↕ Realized G/L ↕ IRR ↕ Share in portfolio ↕
No holdings yet. Add your first transaction!
Name Value/Invested Day Change Gain Allocation
No data available

All holdings

Asset classes

Holdings flow: Portfolio → Sector → Country

Holdings map (sized by value)

✕ Yield
2.17% 2.42% before tax
3.67% yield on cost
💵 Dividends ▲ 5.3%
$3,757.77 annually
$313.15 monthly
🏛️ Dividend tax
%

Yield/Payout

Passive income diversification

Average annual growth

Future payments

Next 12m $3,774.99
Monthly $314.58

Dividends received

Total $4,057.98

Dividends received by holding

Dividend growth

● 2024 ● 2025 ● 2026

📊 Yearly Statistics

Year Invested Sold Net Investment Realized Gain/Loss Dividends received Transactions
No yearly data available.
Benchmarks:

Portfolio value

Portfolio performance

Benchmarks:
NASDAQ 100

Dynamics of portfolio returns

Holdings performance

Total Value Active
$0.00 Current market value of all holdings
Total Cost Basis
$0.00 Total amount invested
Unrealized Gain/Loss -
$0.00 Profit or loss if sold today
Return Percentage
0.00% Overall portfolio return
Dividend Yield
0.00% Weighted average dividend yield
Annual Income
$0.00 Projected yearly dividend income
Holdings Count
0 Number of unique positions
Monthly Income
$0.00 Average monthly dividend income

Top gainers

Biggest winners overall
No active holdings.

Top losers

Biggest losers overall
No active holdings.
Operation Holding Portfolio Date Shares Price Fee Summ Total profit Actions
No transactions yet.
Total Dividends Received $0.00 0 payments
Projected Annual Income $0.00 Based on current holdings

Monthly Income

Income by Stock

Symbol Name Shares Div. Yield Annual Income % of Total
No holdings yet.
Cash Balance $0.00 0 entries
Total Deposited $0.00 $0.00 withdrawn

Cash Transactions

Type Date Amount Note
No cash entries yet.

Stock detail

Symbol
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Price
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Day Δ
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Day %
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Your position: —

Click the row to see every transaction for this symbol
Holding Shares held Avg cost Invested Sold Realized G/L Dividends Transactions
Load a symbol to see your position.

Dividends: —

Full payment history from Yahoo Finance
Load a symbol to see its dividend record.

Business quality: —

Objective evidence. You form the judgement.
Load a symbol to see its fundamentals.

DCF fair value: —

Your assumptions, not advice
Load a symbol to run a DCF.

Market indices

Source: Yahoo Finance
Symbols watched 0 0 with an alert set
At your buy price 0 trading at or below target
At your sell price 0 trading at or above target
Closest to target — nothing to compare yet

Watchlist

Nothing here touches your holdings, returns or dividend figures. Prices checked every five minutes.

Deleting a list keeps its symbols and targets
Symbol ↕ Price ↕ P/E ↕ Margin ↕ Buy target ↕ Sell target ↕ Distance ↕ Notify Status Note
Loading your watchlist…

A screener that shows its working

No neural network, and nothing forecasts a price. Fundamentals are tested against rules you can read, change and switch off. A rule set is a filter, not a recommendation. Hover any metric or badge for an explanation. The app re-checks every symbol about once a day.

BUY consider adding TRIM take some profit SELL consider exiting HOLD keep as is
Your buy-now rules (a stock must pass these to appear in "Buy now")

Signals at a glance

Recently cheaper

Names you own or used to own, now below where they sat ~200 days ago.

Your holdings: buy / sell signals

Stocks you own right now, each with a suggested action and the reasons behind it. Hover the Signal badge for the why, the metrics for what they mean. The chart shows 5-year revenue growth for your fastest growers, colored by signal.

Holding ↕ Price ↕ Signal ↕ Rules ↕ Rev 5Y ↕ Margin ↕ D/E ↕ P/E ↕
Analyzing your holdings…

Buy now: symbols that pass your rules

Stocks (yours plus your watchlist) that pass every rule right now, best first.

Holding ↕ Price ↕ Rev 5Y ↕ Margin ↕ D/E ↕ P/E ↕ Yield ↕ Owned ↕
Screening…

Recently cheaper: held or previously held, below the price a while back

Familiar names (you own them or used to) now trading lower than they were a while back, worth a look as potential dips.

Holding ↕ Price now ↕ Price before ↕ % below ↕ Status ↕
Checking…

Largest companies growing sales

The biggest companies in a tracked global universe whose revenue grew by at least the threshold below. Ranked by market value, largest first. Nothing here depends on what you own.

Company ↕ Market value ↕ Sales growth ↕ Revenue ↕ Period ↕ Margin ↕ P/E ↕
Screening the largest companies…

Your assumptions

Rent, food, bills, everything.
% / year
0%50%
Optional. Used to work out how long the gap takes to close.

Capital required assumes the income is drawn from returns alone, so the capital is never spent down.

Return by symbol, from your first buy until today

What each position has actually made or lost you: the gain on what you still hold, the profit you already banked on what you sold, and the dividends it paid. Commissions are already inside the invested figure. Sorted by total, so the ones carrying you are at the top and the ones costing you are at the bottom.

Holding ↕ Invested ↕ Value now ↕ Unrealized ↕ Realized ↕ Dividends ↕ Total result ↕ Return ↕
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Profile

Who this account belongs to, and how much it holds.

A
 

What this account holds

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Security

No brokerage credential exists anywhere in this system. Everything below is about protecting the transactions you entered yourself.

Two-factor authentication … TOTP via Google Authenticator, Authy, 1Password or any authenticator app.
Password Changing it signs out every other session of this account.

How your data is held

  • Session in an httpOnly cookie JavaScript cannot read, CSRF protection on every action
  • Every API call scoped to your user ID at the database query layer
  • No analytics backdoor that can see your portfolios
  • One-click deletion with a short grace period, then permanent purge

Theme & dividend tax

How the app looks, and the withholding rate your dividend figures assume.

Theme Dark by default. The choice is remembered on this browser.
Cash … Manual: deposits and withdrawals are yours to record. Automatic: every buy, sell and dividend you add from here on also moves the portfolio's cash by the same amount, so selling reads as money moved rather than money gone. It does not change what is already recorded, and imported statements never move cash.
Dividend tax Applied to every dividend figure, past and projected. Set it to match your tax residence.
%

Import & export

Your transactions go in and come out as CSV, per portfolio, on the Transactions tab.

Import a broker statement or CSV Many broker statements (.xlsx or .csv) are recognized and converted automatically. Any other CSV works with column mapping. Every row is validated and previewed before writing anything.
Export your transactions A CSV of the open portfolio, importable back without duplicates.
Download everything as JSON Every portfolio with its transactions and cash entries in one file: a full backup you can restore on any account.
Restore a JSON backup Adds the file's portfolios and their data next to what you already have. Nothing existing is changed.

Delete account

The one action here that cannot be softened.

Delete this account and everything in it Every portfolio, transaction and record is scheduled for permanent removal, with a short grace period in case you change your mind.
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