01.1Profit & loss
01.2Cash position
01.3Sector allocation
Share of invested amount — cost basis, not market value.
01.4Profit / loss by sector
Gain
Loss
01.5Recent buy & sell
Tell the ledger about a trade — it recomputes cost basis, realised P&L and allocation. A sell that carries a price shows what it locked in.
01.6Insights
02Stock allocation
03Sector allocation
04Explore a stock
Look up any ticker — held or not — and get its fundamentals with an analyst's read.
05Weekly health report
06Portfolio briefing
A team of agents — an orchestrator over per-market agents over per-sector specialists — reads what moved across your holdings and reports what happened, what it indicates, and whether it's working for or against you. Runs weekly; regenerate any time.
07Manage holdings
Drop your holdings file here
or click to browse — .xlsx template or broker .csv