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Rating sources & dates
Saved ratings were recorded on Aug 14, 2026. Current verification is pending.
Margin debt history—▸
Portfolio Risk Measurement
Portfolio Value
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Margin Debt
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Credit Card Debt
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Net Equity
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Debt / Port Value
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Debt / Net Value
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Weighted Margin Req
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What if I change my account?
Explore both changes together in CAD. Your holdings and saved balances stay unchanged.
Buy / sell · 30% margin requirement
Sell −$0+ Buy
Purchases use cash, then margin. Sales repay margin, then add cash.
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Deposit / withdraw cash
Withdraw −$0+ Deposit
Deposits repay margin first. Extra funds remain as cash. Withdrawals use cash, then increase margin debt.
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Before market drop
Current
Both changes
Estimate using your saved margin requirements. The trade uses 30%; credit-card debt affects net equity, not broker collateral. Fees, interest, FX and broker-specific limits are excluded. This is not broker buying power or withdrawal availability.
Capital Structure
Stress Test — Combined Scenario
drop %
-30%
Portfolio value
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Margin debt
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Cash balance
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New net equity
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Margin requirement
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Margin cushion
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Status
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Standard Deviation (σ)i
Horizon
Net equity
Gross
Per snapshot
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Annualized
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3-year —
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5-year —
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Dividends: Real Yield + Simulatori
Portfolio Yield
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market value
Yield on Cost
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recorded purchase cost
Yield on Net Equity
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after margin & card debt
Dividends / yr
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gross income
Dividends / mo
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monthly average
Debt Interest / yr
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Net Cashflow / yr
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after interest
Net Cashflow / mo
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monthly net
Annual distributions ÷ each basis. All three yields are before interest and taxes.
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Monthly income by holding—
Dividend Calendari
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News — Portfolio impacti
🎧 Podcast · audio brief
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Subtitles
Updated: —
Credit Cardsi
Manual card debt (existing local data)
This legacy editor remains separate from Plaid monitoring and continues to feed the existing portfolio debt calculations.
Sum of limits—
Sum of available—
Sum of balances—
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Historic — snapshot logi
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Backup / transfer (move data between devices)i
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Cloud sync — all your devicesi
Your data syncs automatically across your devices. The entry PIN does not change your saved account. Use these buttons to save or load manually.
Settings
Switch between light and dark mode. Your choice is saved in this browser.
Enter your PIN once a day in this browser. V50 stays unlocked until midnight, using your device's local time, even if you leave or reopen the app. Use Lock V50 to require the PIN again immediately.
This is an interface privacy lock. It does not encrypt browser data or secure the remote APIs.
Simplified dashboard · organised into Home · Finance · Insights · Market · Settings. (The heavy “X-ray” tab was removed.)