Portfolio Dashboard ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
Holdings
Enter your ticker symbols and dollar amounts. Click Fetch Prices & Analyze to run live data.
CASH & SAVINGS ?
Add checking, savings, or money market. Cash counts toward your total, earns the rate you set, and lowers your overall risk.
AM I DIVERSIFIED?
The most common blind spot is having most of your money in one industry without realising it. This shows how your money is actually split.
Improve My Mix ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
Would a different split of the same money have done better? Pick what matters to you below. It never tells you to buy something new.
What matters most to you?
Automatic lets the optimizer pick sensible limits for you.
Monte Carlo Simulation ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
Plays out the next year 1,000 times to show where your money could land — best case, typical, and worst. The risk numbers say how bad a bad year gets.
Fat-Tailed (recommended) assumes crashes happen more often than a bell curve says — a more honest worst case. Standard is the usual math, which understates big losses.
Black-Scholes Option Pricing ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
Prices call and put options from the live share price, and shows what you'd make or lose at five different prices.
Squeeze Momentum Scanner ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
How it works: a "squeeze" means the price has gone quiet and is building energy. When it releases, the stock often moves fast.
Long: squeeze released, momentum up.
Short: squeeze released, momentum down.
Long: squeeze released, momentum up.
Short: squeeze released, momentum down.
Buy Low / Sell High Backtest ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
Strategy: buy when the price drops well below its average, betting it bounces back. Sells if it falls 3% in a day.
Note: ignores trading fees. Past results don't predict future ones.
Note: ignores trading fees. Past results don't predict future ones.
Monthly Seasonality ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
Shows average return by calendar month over your selected lookback period. Helps identify historically strong and weak months for a given ticker.
Historical Crisis Simulation ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
Runs your current holdings through real past crashes: worst drop, worst month, recovery time, and how the S&P 500 did. Tickers that didn't exist yet are left out.
Portfolio Report
Estimates based on historical data, for educational purposes only — not financial advice.
Turn your saved holdings into one shareable report. Pick what to include, and we run each analysis and put it together — with a PDF you can download or send to someone.
WHAT TO INCLUDE
Compare Stocks
Estimates based on historical data, for educational purposes only — not financial advice.
Put two to four stocks side by side to see which is bigger, steadier, pays more income, and has performed better — then check what each would do to your own portfolio.
Stock Report
Estimates based on historical data, for educational purposes only — not financial advice.
Pick a stock, tick what you want included, and get one combined report — the numbers, the charts, and a plain-English read-out in a single place.
Include in report
Stock Dashboard
Estimates based on historical data, for educational purposes only — not financial advice.
Enter any ticker to see the essentials in one place: price, size, income, risk, and how it has performed over the past year.
Financial Statements ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
Any company's Income Statement (are they profitable?), Balance Sheet (own vs. owe), and Cash Flow (is cash really coming in?), plus ratios and valuation. Yahoo Finance data — a snapshot, not audited filings.
MY INVESTMENT THESIS
Write down what you are actually trying to achieve and why you believe your approach will work. When markets get scary, this is the thing you re-read before doing something you regret.
Price Alerts Get notified at your target priceEnable Alerts
Set a target price. Cross it and the alert lights up when you open this tab or hit Refresh. For phone alerts, add Portfolio Lab to your home screen — tap Enable Alerts.
Get notified even when the app is closed.
Log a Position
Write down what you bought and why. The reason matters more than the trade — months later it tells you whether you were right for the right reason, or just lucky.
Got filled at multiple prices on one order? Add a row for each fill, the journal blends them into your true average cost.
Exit — Sell / Close (leave blank if still open)
Same here, add a row per fill if you sold in pieces. Leave empty if the position is still open.
Positions
Everything you are still holding, with what it has done since you bought. Open positions stay here until you record a sale.
Savings Accounts APR Tracker
Benchmark Comparison ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
Compare your saved portfolio or any single stock against a market index or sector benchmark. See how you stack up on returns, risk, and consistency, with a plain-English breakdown at the bottom.
What do you want to compare?
Rebalance & Cash Deployment ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
Both use your saved optimization target. Deploy new cash — where should new money go. Rebalance — get back to your target weights. Save an optimization first.
Dividend Income ?Glossary
Estimates based on historical data, for educational purposes only — not financial advice.
See dividend payments for your whole portfolio or any single stock, per-share amounts, pay dates, yield, and how often they pay. For your portfolio, it calculates your actual annual dividend income in dollars.
Uses the holdings from your active portfolio (—). Make sure you've saved holdings on the Dashboard.