Portfolio Performance
Asset Allocation
Top Holdings
| # | Symbol | Name | Value | Day | Total | Realized |
|---|---|---|---|---|---|---|
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Recent Transactions
| Date | Type | Symbol | Shares | Price |
|---|---|---|---|---|
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Portfolio Goals
| 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/Payout
Passive income diversification
Average annual growth
Future payments
Dividends received
Dividends received by holding
Dividend growth
📊 Yearly Statistics
| Year | Invested | Sold | Net Investment | Realized Gain/Loss | Dividends received | Transactions |
|---|---|---|---|---|---|---|
| No yearly data available. | ||||||
Portfolio value
Portfolio performance
Dynamics of portfolio returns
Holdings performance
Top gainers
Top losers
| Operation | Holding | Portfolio | Date | Shares | Price | Fee | Summ | Total profit | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|
| No transactions yet. | ||||||||||
Monthly Income
Income by Stock
| Symbol | Name | Shares | Div. Yield | Annual Income | % of Total |
|---|---|---|---|---|---|
| No holdings yet. | |||||
| Type | Date | Amount | Note | |
|---|---|---|---|---|
| No cash entries yet. | ||||
Stock detail
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 FinanceBusiness quality: —
Objective evidence. You form the judgement.DCF fair value: —
Your assumptions, not adviceMarket indices
Source: Yahoo Finance| 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.
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
Yours so far: - a year
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 |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Profile
Who this account belongs to, and how much it holds.
What this account holds
Security
No brokerage credential exists anywhere in this system. Everything below is about protecting the transactions you entered yourself.
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.
Import & export
Your transactions go in and come out as CSV, per portfolio, on the Transactions tab.
Delete account
The one action here that cannot be softened.