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

Range return
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vs S&P 500 · 1Y
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Best day
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Worst day
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Today’s movers

Recent income

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$ 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
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Unrealized P&L
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The numbers

Best month
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Worst month
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Max drawdown
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Volatility
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Sharpe
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Beta
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Returns by period

current basket
1M3MYTD1YAll

Dividend income

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

Upcoming payments

next 60 days · estimated

DRIP effect

trailing 12m

Projection

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

sandbox — never changes your saved plan

Crash simulation

replayed inside the projection above
RECOVERY CONTRIBUTIONS IF IT HAPPENS

Risk profile

— /100
Sharpe
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Beta
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Volatility
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Max DD
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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