Six tabs, one portfolio

• Value and today's changePortfolio value and today's change, in dollars and percent.
• Today's moversThe holdings that moved the portfolio most today, each with its dollar and percent move.
• Contributions vs growthHow much of today's value is net contributions and how much is investment growth.

Open Today in the Demo

• Every holdingEach holding's weight and market value, one row each.
• Total and today's gainTotal gain and today's gain for each holding, in dollars and percent.

Open Positions in the Demo

• Time-weighted return vs the S&P 500Separates the money you move in and out from how your investments performed, over 1M, 3M, YTD or the full history.
• Four figures beside the S&P 500'sAnnualized growth, largest decline, risk-adjusted return and downside risk-adjusted return.

Open Performance in the Demo

• Portfolio ExplorerSectors in one ring with each holding inside. Click a sector to explore it.
• Portfolio insightLargest sector, holding and industry, and the top three holdings' share.

Open Allocation in the Demo

• Portfolio Risk MapEach holding's contribution to estimated risk and return, sized by weight and colored by sector.
• Risk attributionThe share of estimated risk each holding or sector accounts for.

Open Risk in the Demo

• Straight from the brokerBuys, sells, deposits, withdrawals, dividends and splits, in date order.
• Filter by type and dateShow trades, cash, dividends or splits between any two dates.

Open Transactions in the Demo