The best place to
Tra
Your Portfolio

A compact card that summarizes a single holding with key portfolio metrics.

Lets you scan cost, value, gains, dividends, and rating to spot winners and laggards quickly.

Shares held are total buys minus total sells. Cost basis uses buy lots minus sold cost basis. Value is shares times current price (converted to portfolio currency). Gain is value minus cost. Dividends are summed across payments. Return ratio is (value - cost + dividends) / cost. SS rating is a weighted score of yield, volatility, cover, and payout.

A deep dive modal that expands a holding into valuation, dividend, and performance panels.

Gives full context for each holding so you can judge risk, value, and income in one place.

Weight is holding value divided by portfolio value. Dividend yield on cost uses total dividends divided by cost. Financial profit is revenue minus costs. Charts plot historical dividend and price series.

A transaction form for adding and editing buy and sell lots with auto-filled dividends.

Keeps cost basis and income history accurate so performance metrics stay trustworthy.

Shares on each dividend date are buys to date minus sells to date. Dividend amount is shares times dividend per share (HKD uses raw amount), then converted to the user currency.

Month view calendar that lists dividend dates, earnings, and news events for portfolio holdings.

Helps you plan cash flow and stay ahead of key dates.

Events are generated from each holding's dividend schedule and company calendar data; tooltips show past or estimated dividend amounts when available.

Stacked bar chart of projected dividends by month.

Shows income seasonality and which holdings drive each month.

Each bar sums per-holding estimates; total equals the sum of holding dividends for that month.

Comparison grid of fair value (DCF) versus current price per holding.

Surfaces discounts and overvaluation quickly.

Gap = fair value - price; gap percent = gap / price. Values are normalized to portfolio currency.

A two-state switch that flips the view between income and growth metrics.

Lets you quickly compare the portfolio through different investing lenses.

Switching the toggle updates the selected dataset, and connected widgets recalculate based on the chosen view.

Breakdowns that show how portfolio weight changes by sector, cost, and current value.

Reveals concentration and cost vs value drift.

Each slice equals category total divided by portfolio total; cost uses purchase lots and value uses latest price times shares.

Dividend distribution view grouped by sector with optional cost and value context.

Shows which sectors fund your income and where yield is concentrated.

Dividends are summed per sector; percentages use total dividends as the denominator and can be compared against sector cost or value weights.

A summary of daily or period price moves across holdings.

Highlights momentum and laggards quickly.

Percent change equals (current price minus previous price) divided by previous price; lists are sorted by magnitude.

Time series chart of portfolio value versus total cost.

Shows growth, drawdowns, and performance relative to invested capital.

Value series sums shares times price by date; cost series sums net purchases minus sold cost basis.

A sector allocation tool that compares your ideal mix to your actual holdings.

Highlights overweight and underweight sectors so you can rebalance with intent.

Actual percent is sector value divided by total portfolio value. Target percent comes from user inputs. Difference is actual minus target and is flagged as over or underweight.

A tracker that monitors target prices for each holding with progress indicators.

Keeps your entry and exit plans measurable and easy to monitor.

Progress percent is current price divided by target price. A target is reached when price is greater than or equal to the target.

Goal list for portfolio objectives.

Keeps your strategy visible and organized.

Goals are stored text entries and persisted to your profile without numeric calculations.

Watchlist builder for stocks you want to research.

Separates ideas from active holdings.

Search results are filtered by exchange; selected tickers are saved to the wishlist.

An automated report view that summarizes trends, strengths, weaknesses, and recommendations.

Turns raw data into a narrative summary so you can focus on decisions.

Report sections are parsed from stored report JSON and rendered into structured insights sourced from portfolio data and news.