🏦 Portfolio Command
Your holdings at a glance — value, gain/loss, allocation, and quality score across every account.
| Symbol | Shares | Market Value | Gain/Loss | % Change |
|---|---|---|---|---|
| Loading holdings… | ||||
📊 Detailed Holdings
Complete breakdown of every position with sortable columns, gain/loss, and weight in your portfolio.
| Symbol | Shares | Avg Cost | Current | Market Value ▼ | Gain $ | Gain % | Weight | · |
|---|---|---|---|---|---|---|---|---|
📈 Performance Analysis
Total return, top contributors, and the holdings dragging on performance.
Total Return
Calculated from cost basis vs. current market value across all positions.
🏆 Top Contributors
Positions that drove the most absolute dollar gain.
⚠️ Top Drags
Positions weighing the most on overall performance.
Sector Allocation
Where your equity exposure sits, computed from current market values.
🔬 Portfolio Analysis
Concentration risk, diversification score, and educational nudges.
Concentration Risk
How much of your portfolio depends on a small number of names.
Diversification Score
An HHI-based score (Herfindahl-Hirschman Index) — lower is more concentrated, higher is more diversified. Anything above 70 is well-spread for an individual investor.
📅 Deployment Schedule Tracker
Turn a cash deployment plan into a tracked schedule. Decide once, execute on a calendar, eliminate analysis paralysis. Tracks committed vs. executed without nagging you.
📋 Long-Term Quality Scorecard
Grades each holding against long-term investing criteria: moat, balance sheet, profitability, growth, and valuation. Moat is inferred by Claude from the company profile and financials; the rest is computed from Finnhub fundamentals.
What to Consider
Educational observations based on your current portfolio. Not personalized advice.