Unified portfolio tracking, AI-powered risk analysis, and intelligent rebalancing across all asset classes.
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Overview
Performance
Risk Analysis
AI Recommendations
Journal
Add Position
Welcome to Your Portfolio Hub
Start building your portfolio by adding positions below, or import existing positions from other dashboards.
Total Value
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Across all positions
Total Cost
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Cost basis
Total P&L ($)
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Unrealized
Total P&L (%)
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0 positions
Daily P&L
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Today's estimate
Est. Dividends
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Annual yield
Asset Allocation
Holdings
Ticker
Class
Shares
Avg Cost
Price
Value
P&L ($)
P&L (%)
AI Score
Weight
Trend
Actions
AI Portfolio Score
Portfolio Health
Portfolio vs Benchmark
Total Return
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Overall
Best Performer
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Worst Performer
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Win Rate
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Profitable positions
Sharpe-Like
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Risk-adjusted
Max Drawdown
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From peak
Performance Attribution
Daily P&L Estimate
Winners vs Losers
Equity Curve (Hypothetical $10K)
Performance by Asset Class
Portfolio Beta
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Weighted average
Max Single Risk
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Largest position
HHI Index
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Concentration
Sharpe Ratio
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Risk-adjusted
Sortino Approx
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Downside adj.
Risk-Adj Score
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AI-weighted
Sector Exposure
Asset Class Breakdown
Correlation Matrix (Top Holdings)
Correlation Warnings
Position Sizing Recommendations
Drawdown Analysis
Parametric Risk Metrics
Factor Exposure
Tail Risk Analysis
Rebalancing Suggestions
Rebalancing Wizard
Select a target model and see exact trades needed:
Watchlist Opportunities
Sector Rotation Signal
AI Conviction Rankings
Dividend Income Tracker
Tax Lot Tracker
Total Entries
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Journal entries
Buys
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Buy entries
Sells
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Sell entries
Notes
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Note entries
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Recent Activity
Full Trading Journal
Date
Ticker
Type
Price
Notes
Action
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Import from Dashboards
One-click import positions saved in other dashboards into your unified portfolio.
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Portfolio values are estimates based on delayed market data. Not a substitute for brokerage account statements. AI recommendations are algorithmic assessments, not financial advice.