The whole dashboard, before you sign up
Every screen below is the real product with a filled portfolio, not a mockup. Click through the tabs to see what your own account looks like once your transactions are in.
These are captures of the live app rather than an interactive sandbox, so nothing here is clickable. Creating an account takes about 30 seconds and comes with a demo portfolio, a demo watchlist and an independence goal already filled in: the Watchlist and Independence screens here are exactly that starting point, so you can poke at the real thing straight away.
Overview
Six cards that load already filled in: total portfolio value with today's change, total gain, invested, unrealized gain, realized gain and dividend yield, each split by currency underneath.
- Period pills from 1W to ALL switch every card to that range's figures.
- The performance chart and allocation by sector on the same screen, no tab hopping.
- Click any holding to open its candlestick chart and research cards.
This is the screen that answers "am I actually up or down?", including dividends received and positions you have already closed.
What you are looking at, top to bottom
- HeaderSearch for any symbol, holding or transaction (Ctrl+K), then the language, the portfolio selector with its portfolio-count pill, the reporting currency, the alerts bell and the theme toggle.
- Period pills1W to ALL beside Add Transaction. Pick a range and the cards below show that range's figures.
- Five KPI cardsTotal portfolio value with today's change, total gain, unrealized gain on open positions, realized gain on closed ones, and dividend yield per year, each with its per-currency split.
- Portfolio performanceTotal return for all time including dividends, drawn as the portfolio's value over time.
- Asset allocationA sector donut with the total value in the hole and every sector's share beside it.
- Top holdings and recent transactionsThe five largest positions with value, day change and total return, next to the latest buys, sells and dividends.
- Goals and next dividendHow much of your independence target the holdings already cover and how many years remain, a banner with your all-time return, and the next dividend expected with its date and estimated amount.
Holdings & Allocation
Where the money actually sits: by sector, by position, and on one map coloured by today's move.
- Three views on one tab: Allocation, Holdings, and a Map view of every position.
- Each sector names the holdings behind its weight, so concentration has names.
- Top-3 share and the largest country on the first row, before you scroll.
This is how you find out that "diversified" means 60% technology, with three names doing most of the work.
What you are looking at, top to bottom
- View switcherAllocation, Holdings and Map view. Allocation is the one in this capture.
- Four tilesTop 3 holdings as a share of market value, the largest sector, the largest country with the number of countries, and the position count across your portfolios.
- By sectorA donut and a ranked list, each sector naming its biggest holdings and their share inside it.
- Holdings flowOn desktop, the portfolio flowing into its sectors, the countries of their companies and each holding, every band as wide as its market value.
- Holdings mapThe largest positions as tiles with their weight, green or red for today's move. View all opens the Map view with every position.
- All holdingsWeight, today's change and sector for each position, largest first.
Performance
Your return against a benchmark over the period you pick, with the money you added kept out of the comparison.
- Growth, Benchmark and Risk views, with period pills from 1M to All.
- A plain verdict: ahead of or behind the index, and by how many points.
- Every holding's all-time return as a tile, and each year's totals underneath.
Deposits flatter a rising balance. This screen separates what you put in from what the market did with it, which is the honest version of "did I beat the index".
What you are looking at, top to bottom
- Views and periodsGrowth, Benchmark and Risk, with period pills from 1M to All beside them.
- VerdictAhead of or behind the benchmark by how many points over the period, your return beside the index's, and a picker to compare with another index. This capture runs against the NASDAQ 100.
- Four tilesPeriod change in holdings value, invested change, total return including realized gains and dividends, and net invested with what went in and what came out.
- Contributions and market returnOne bar per year, or per month: the money you put in, with the market's return stacked on top.
- Dynamics of portfolio returnsGreen and red bars per month, the quickest way to see whether the growth was steady or one lucky quarter.
- Holdings performanceEvery symbol's all-time return as a tile, green for gainers and red for laggards.
- Year by yearInvested, realized gain, dividends and the transaction count for each year, with the total at the bottom.
Not in this capture: the Risk view, with the best and worst month, how many months ended higher, a chart of the monthly swings and the share of value in your top three holdings.
Markets
A quote board for the day's context, and any ticker one click or one search away.
- Eight quote cards from the S&P 500 to Bitcoin, each with today's change and the day's line.
- Open any symbol for a candlestick or line chart from 1D intraday to MAX, plus a custom range.
- Three research cards per ticker: dividend record with the growth streak, business quality with threshold badges, and a DCF fair-value calculator.
- European tickers work the same as US ones (VWCE.DE, EUNL.DE, NOVO-B.CO).
Check a ticker before you buy it without leaving the app, then see what it would do to the allocation you already hold.
What you are looking at, top to bottom
- Quote boardS&P 500, Nasdaq 100, Dow Jones, Russell 2000, gold, Brent oil, Bitcoin and euro to dollar, each with its ticker code, price, today's change and the day's line against the previous close.
- Most held by membersThe symbols held most widely across the community, as a share of members, with no individual's holdings shown.
- Currencies and commoditiesGBP/USD, USD/JPY, DKK/USD, silver, WTI crude and natural gas (plus USD/CHF, AUD/USD and copper on a wide screen), each with today's move.
Open a card, a holding anywhere in the app, or type a ticker into the search box, and the tab becomes that symbol's page: a candlestick or line chart from 1D on five-minute bars to MAX with a custom range, your position with every transaction in it, the dividend record (consecutive-years growth streak, payment schedule, payout ratio and every year of payments), a business quality check scoring margins, ROE and debt against thresholds printed on the card, and a DCF fair value that turns your own growth and discount assumptions into an implied value per share beside the price.
Dividends
What your holdings should pay over the next twelve months, after your own tax rate, and where that income comes from.
- Expected income net of the dividend tax you set, with net, gross and on-cost yield.
- A payment calendar by month: point at a month to see the companies behind it.
- Closed positions excluded automatically.
A stock you sold in March will never pad next year's forecast. That is the difference between a number you can plan around and one that just looks good.
What you are looking at, top to bottom
- Expected, next 12 monthsThe income your current holdings should pay, after tax, with its monthly equivalent.
- Yields and dividend taxNet yield, gross yield and yield on cost, and your own withholding rate, read-only until you press Change.
- Payment calendarAn estimate for each of the next twelve months, from what that month paid in the years you have history for.
- Where the income comes fromEach payer's share of the income. Two names carrying most of it is a risk worth seeing.
- Received, trailing 12 monthsWhat actually arrived each month, after tax, against the same month a year earlier.
Metrics
Eight headline numbers, value on top and income below, then the best and worst movers for the period you pick.
- Cost basis beside market value, so the return percentage never needs working out by hand.
- Best and worst movers, each with the cash amount next to the percentage.
- Nine periods from 1D to All, applied to both lists at once.
A portfolio can be green overall while one position quietly bleeds out. This screen shows both facts at the same time.
What you are looking at, top to bottom
- Value rowTotal value with the position count, cost basis with the transaction count, unrealized gain with what selling today would add, and total return including realized gains and dividends.
- Income rowDividend yield as a weighted average, projected annual income, the monthly average, and the realized gain already banked.
- Period pills1D, 7D, 1M, 3M, 6M, YTD, 1Y, 5Y and All, applied to both lists below so you are always comparing like with like.
- Best and worstThe top five in each direction, a bar sized against the biggest move, then the percentage and the cash amount, because 40% of a small position is not the story a 4% move on your largest one is.
Income
The dividend money itself, on its own screen: what has actually arrived, what the next twelve months should bring, and which holdings do the paying.
- Total dividends received, net of the withholding recorded against each payment.
- Projected annual income and the monthly average, from the holdings you have now.
- Month-by-month bars, so the quarterly rhythm and the growth are both visible.
A yield percentage is an abstraction. This screen is the answer to the question that actually matters: how much money did the portfolio pay you?
What you are looking at, top to bottom
- Four tilesTotal received with the number of payments, projected annual income from current holdings, the monthly average, and the weighted dividend yield.
- Monthly incomeOne bar per paying month over the last twelve. Dividend investors live on this rhythm, and a growing staircase here is the whole point of the strategy.
- Income by stockShares, annual income, share of the total and yield for every paying holding, ranked, so a "high-yield" position that never delivers has nowhere to hide.
Cash
The uninvested money, tracked with the same seriousness as the holdings: every deposit and withdrawal logged, per portfolio, in its own currency.
- Cash balance beside total deposited and total withdrawn, so the flows reconcile at a glance.
- Every entry dated, naming its account, with your own note.
- The All Portfolios view lists every portfolio's entries together.
Returns lie when deposits are invisible. Logging the cash is what lets the app tell performance apart from "you added money".
What you are looking at, top to bottom
- Four tilesCash balance, total deposited, total withdrawn, and the number of accounts holding cash.
- Cash transactionsThe dated log of deposits and withdrawals, each naming its account, with the amount and your note.
- Independence noteCash is left out of the independence target, because cash does not earn the return you assumed. Add Cash sits here too.
Watchlist
The symbols you are thinking about buying, kept away from the ones you own. Set the price you would buy or sell at, and the app tells you when it gets there.
- Buy target, sell target or both, with the move still needed to reach each one.
- Alerts arrive on the bell in the app, by email, or both, per symbol.
- Named lists, so "buying this month" and "after earnings" stay apart.
Nothing here touches your holdings, your cost basis or your returns. A watchlist is an intention, and the moment it starts moving portfolio numbers it stops being one.
What you are looking at, top to bottom
- Latest alertThe newest price alert in plain words, then chips for new alerts, symbols watched, the one closest to a target and when prices were last checked, beside Add symbol, New list and Refresh prices.
- List chipsAll, each named list with its count, and Ungrouped. Picking one filters the table under it, and deleting a list keeps its symbols and their targets.
- Symbol columnTicker and company, with a tag naming its list. The table is sorted by distance to your target.
- Price and P/EWhat it costs now, and price to trailing earnings: a dash for a fund, or for a company with no profit to divide by.
- DistanceThe move the price still has to make to the nearest target, as a percentage of today's price. The sign is the message: -12.1% means it has to fall that far, +24.8% means it has to rise. A target already met reads "reached".
- Buy target and sell targetWhat you decided you would pay, and what you would sell at. A target you have not set reads as a dash rather than a zero. You are told when the price crosses one, on the bell, by email or both, not every five minutes for as long as it stays there.
Independence
What you need to live on, turned into the portfolio that pays for it, how much of that you already have, and how long the rest takes.
- Three inputs: monthly spending, the return you assume, and what you can invest each month.
- Capital required, coverage today, what is still to invest, and when the gap closes.
- Three what-ifs, each showing how many years it saves.
$3,000 a month at 8% a year needs $450,000. That is the whole calculation, printed on the card, so you can check it rather than trust it.
What you are looking at, top to bottom
- Your assumptionsMonthly income needed in the currency you pick, the annual return you expect long term on a 0-50% slider, and an optional monthly contribution. They are saved to your account, not to the browser, so they follow you to any device.
- Gap closes inThe years until your holdings cover the goal and the month that happens, then capital required (monthly need times twelve, divided by the return), how much is already covered and what is still to invest. Cash is deliberately left out, because cash does not earn the assumed return.
- Path chartYear-by-year stacked bars of what you put in against what compounding adds, up to the dashed target line.
- Coverage todayWhat your holdings produce each month at the assumed return, against your monthly goal, and the shortfall.
- If you change one thingContribute more, assume a higher return, or live on less, each stating how many years it saves.
AI Screener
A rule screener, not a forecasting model. It tests every symbol you hold or watch against rules you write, and shows which ones passed.
- Every holding gets a BUY, HOLD, TRIM or SELL signal with a rules-passed score beside it.
- Your buy-now rules sit at the top as chips, editable, and saved to your account.
- Five-year revenue growth, margin and debt to equity shown per row, so you can check the reasoning.
There is no neural network and nothing predicts a price. Same inputs, same answer, and every signal traces back to the rule that produced it.
What you are looking at, top to bottom
- Rules cardWhen the screen last ran, your buy-now rules as chips, whether a symbol must pass all of them, and Edit rules. Change a threshold and every signal on the page recalculates.
- Four countsBuy, hold and sell (with how many to trim), and how many of your symbols were checked.
- Your holdingsPrice, signal and rules passed per row, with five-year revenue growth, margin and debt to equity.
- Passes now and Recently cheaperThe other two views of the same card: the symbols you hold or watch that pass every rule right now, and names you own or used to own that trade below where they sat 200 days ago.
- Recently cheaper listThe biggest of those falls, beside the table, so a name worth a second look is visible without switching views.
Your own version takes about 30 seconds
Free forever, no card, and no brokerage login needed.
Get Started FreeInformation and reporting only. Not investment, tax or legal advice. Prices via Yahoo Finance and may be delayed.