SYNCED This portfolio mirrors your broker account.
Portfolio value
30 days
TWR · 1Y
Total P&L
Risk score
Goal

Value history

Range return
vs S&P 500 · 1Y
Best day
Worst day

Today’s movers

Recent income

AI insight

Open the AI analysis for a written read of this portfolio.

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Auto-invest PRO

$ on day of each month

Schedules run automatically each day at 06:00 UTC. A due contribution is split across your holdings by target weight at live prices and logged as buy lots — you will see them in Activity and in each holding's lot history.

HoldingSharesAvg costPriceValueDayP&LWeight

Time-weighted return · indexed

Realized P&L
Unrealized P&L

The numbers

Best month
Worst month
Max drawdown
Volatility
Sharpe
Beta

Returns by period

current basket
1M3MYTD1YAll

Dividend income

2026 · dashed = projected
YTD income
Projected annual
Yield on cost
JFMAMJJASOND
HoldingYieldAnnual incomeMode

Upcoming payments

next 60 days · estimated

DRIP effect

trailing 12m

Projection

Total invested
MC range · P10–P90
Goal odds
Median outcome
Dividends · at median

Contribution experiment

sandbox — never changes your saved plan

Crash simulation

replayed inside the projection above
RECOVERY CONTRIBUTIONS IF IT HAPPENS

Risk profile

/100
Sharpe
Beta
Volatility
Max DD

Correlation matrix

red = moves together

Sector allocation

by market value
DateTypeDetailAmount

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Correlation matrix · all holdings

red = moves together · green = independent · 3 years of monthly returns