https://www.portanalytic.com/ 2026-10-09 weekly 1.0 https://www.portanalytic.com/img/app-common.webp Portfolio Analytics Overview, KPI cards, performance chart and allocation The Overview: total portfolio value with today's change, total gain, invested, unrealized and realized gain and dividend yield cards with per-currency splits, the performance chart, asset allocation by sector, top holdings, recent transactions, portfolio goals and the next dividend. https://www.portanalytic.com/img/app-diversification.webp Portfolio Analytics Holdings and Allocation, sector split and holdings map Holdings and Allocation: top 3 holdings, largest sector, largest country and position count, a sector donut with each sector's biggest holdings, a holdings map coloured by today's move, and every holding by weight. https://www.portanalytic.com/img/app-dividends.webp Portfolio Analytics dividends, 12-month income and payment calendar Dividends: income expected over the next 12 months after tax, net, gross and on-cost yield, the dividend tax setting, a payment calendar by month, where the income comes from, and dividends received over the last 12 months against a year earlier. https://www.portanalytic.com/img/app-growth.webp Portfolio Analytics Performance against the NASDAQ 100 Performance: the verdict against a benchmark you pick, period change, invested change, total return and net invested, contributions and market return by year, monthly returns, holdings performance tiles and year by year totals. https://www.portanalytic.com/img/app-markets.webp Portfolio Analytics Markets quote board Markets: quote cards for the S&P 500, Nasdaq 100, Dow Jones, Russell 2000, gold, Brent oil, Bitcoin and euro to dollar with the day's line, the symbols members hold most, and currencies and commodities. https://www.portanalytic.com/img/app-ai.webp Portfolio Analytics AI Screener, a rule screener that shows its working AI Screener: the buy-now rules as chips, buy, hold, sell and checked counts, your holdings with each signal, rules passed, revenue growth, margin and debt to equity, and the names that are recently cheaper. https://www.portanalytic.com/app 2026-10-10 weekly 0.9 https://www.portanalytic.com/demo 2026-10-09 monthly 0.8 https://www.portanalytic.com/img/app-metrics.webp Portfolio Analytics Metrics, headline figures and best and worst movers Metrics: total value, cost basis, unrealized gain, total return, dividend yield, annual and monthly income and realized gain, then period pills and the best and worst movers with a bar for each move. https://www.portanalytic.com/img/app-common.webp Portfolio Analytics Overview screen, walked through block by block The Overview in the demo walkthrough: value and gain cards with per-currency splits, the performance chart, allocation by sector, top holdings, recent transactions, portfolio goals and the next dividend. https://www.portanalytic.com/img/app-ai.webp Portfolio Analytics AI Screener in the demo walkthrough The AI Screener in full: buy-now rule chips, buy, hold, sell and checked counts, the Your holdings, Passes now and Recently cheaper views, and the recently cheaper list. https://www.portanalytic.com/img/app-watchlist.webp Portfolio Analytics Watchlist with price targets and alerts Watchlist: the latest price alert with the watchlist's actions, named list chips, and every symbol with its price, P/E, distance to target and buy and sell targets. https://www.portanalytic.com/img/app-independence.webp Portfolio Analytics Independence planner, target capital and time to goal Independence: your assumptions beside when the gap closes, capital required, how much is already covered and still to invest, the path to the target by year, coverage today and what changing one thing does. https://www.portanalytic.com/about 2026-10-09 monthly 0.5 https://www.portanalytic.com/privacy 2026-10-09 monthly 0.3 https://www.portanalytic.com/terms 2026-10-09 monthly 0.3