Portfolio
i
Credit Card Debt
—
outside margin
Total Portfolio
—
gross value
Unrealized P&L
—
enter avg cost in Holdings
Dividends / month
—
est. monthly income
Net Equity / Portfolio / Debt — daily (your saved snapshots)i
Performance vs Benchmarksi
Extended Hours — Pre-market / After-hoursi
—
Fear & Greed Index (US market)
—
Holdingsi
i
—
Margin debt history—▸
Portfolio Risk Measurement
Stress Test — Margin Call
—
Standard Deviation (σ)i
| Horizon | Net equity | Gross |
|---|
| Per snapshot | — | — |
| Annualized | — | — |
| 3-year — | — | — |
| 5-year — | — | — |
—
Dividends: Real Yield + Simulatori
Portfolio Yield
—
real weighted
Dividends / yr
—
gross income
Dividends / mo
—
monthly income
Net Cashflow / yr
—
after interest
Net Cashflow / mo
—
monthly net
—
Dividend Calendari
—
CC — Credit-card debt by cardi
—
Historic — snapshot logi
—
Backup / transfer (move data between devices)i
—
Cloud sync — all your devicesi
Your data syncs automatically with your PIN (entered when you open the app). Use these buttons to save or load manually.
Settings
Switch between light and dark mode. Your choice is saved in this browser.
Opens a step-by-step prompt: current PIN, then the new PIN, then confirm it. Your cloud data moves to the new PIN.
Simplified dashboard · organised into Home · Finance · Insights · Market · Settings. (The heavy “X-ray” tab was removed.)
