🏦 Portfolio Command

Your holdings at a glance — value, gain/loss, allocation, and quality score across every account.

🎉 Completely Free! Full portfolio tracking, unlimited holdings, advanced analytics, and professional-grade investment tools unlocked.
Loading… Connecting to portfolio…
💼 Portfolio Summary
Total Value
$—
— Today
Total Gain/Loss
$—
— All Time
Day Change
$—
— Today
Symbol Shares Market Value % Port Gain/Loss % Change
Loading holdings…
📊 Asset Allocation
$—
Loading…
$—
🥧 Position Breakdown
$—
Hover a wedge for that position's breakdown

📊 Detailed Holdings

Complete breakdown of every position with sortable columns, gain/loss, and weight in your portfolio.

Loading… Connecting to portfolio…
Symbol Shares Avg Cost Current Market Value ▼ Gain $ Gain % Weight ·
💡 Tip: Click any column header to sort. The "Edit" button on each row jumps to the full holdings editor where you can adjust shares, cost basis, and notes.

📈 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.

ⓘ Period returns (1D / 1W / 1M / YTD / 1Y) require a price history feed. All-time uses the cost basis you entered and is fully accurate today.

🏆 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.

—
0 (single position) 50 100 (perfectly even)

📅 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.

No active deployment plan
Got cash sitting in money market and not sure when to deploy? A schedule beats a vibe. Start with a quick DCA plan, an immediate-buy bucket, or both.

📋 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.

Click Run Scan to grade each of your holdings. This takes about 1–2 seconds per holding.
No scan yet. Click Run Scan above to grade your holdings.

📈 Technical Check

Reads each held position's current technical structure and risk profile — trend regime, stop-planning volatility, and (for trading accounts) short-horizon timing signals. Set each account's type under ⚙ Manage Accounts to control what shows here.

Click Run Check to read technicals for your trading & mixed-account holdings.
No check yet. Click Run Check above.
Technical reads use daily bars (Twelve Data primary, Alpha Vantage fallback — add a key under Account → API Keys). Momentum/zone-based tools are daily-bar proxies, not live intraday data. Educational context, not a trade signal.

💰 Income Overlay

Covered Call and Wheel/CSP suitability for your current holdings, approximated from historical volatility (no live options chain yet — see disclaimer). Covered Call needs 100+ shares to be a real 1-contract overlay; smaller lots are flagged, not scored.

Click Run Overlay to check covered-call and wheel/CSP suitability across all your holdings.
No scan yet. Click Run Overlay above.
⚠️ No live options chain is wired in — this approximates premium richness from historical volatility, not actual IV/skew. Use it as a discussion starter for where a covered call or CSP might make sense, not as a quote.

🔄 Sector Rotation

Relative strength of each GICS sector vs. SPY over the last ~1 and ~3 months, next to how much of your portfolio sits in that sector. A relative-strength snapshot for context — not a rotation forecast.

Click Run Rotation Read to pull sector ETF + SPY bars and classify each sector.
No read yet. Click Run Rotation Read above.
Sector bucket = relative strength (sector ETF return − SPY return) over ~21 and ~63 trading sessions. Leading = outperforming and improving; Weakening = outperforming but fading; Improving = underperforming but closing the gap; Lagging = underperforming and fading. Descriptive only.

What to Consider

Educational observations based on your current portfolio. Not personalized advice.

⚠️ Educational only. Quantitative criteria are computed deterministically from Finnhub data; moat ratings are AI-inferred (Claude when available, heuristic fallback otherwise) and should be treated as a discussion starter, not authoritative. None of these metrics are personalized investment advice; they do not account for your tax situation, time horizon, or risk tolerance, and should not be used as the sole basis for trading decisions. Always do your own research.