Enter your PIN
Enter
baked snapshot
—
Portfolio
snapshot
⟳ Update live prices
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✕ Cancel
Net Equity
—
—
Margin Debt
—
leverage
Credit Card Debt
—
outside margin
Total Portfolio
—
gross value
Unrealized P&L
—
enter avg cost in Holdings
2026 Goal
$600,000
—
Dividends / month
—
est. monthly income
Net Equity / Portfolio / Debt — daily (your saved snapshots)
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Performance vs Benchmarks
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↻ Load / refresh
1W
MTD
1M
3M
YTD
6M
Index / Portfolio
Return
Difference (you − index)
—
Extended Hours — Pre-market / After-hours
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↻ Load / refresh
—
Fear & Greed Index (US market)
↻ Refresh
Loading…
—
Holdings
i
Margin debt ($)
Credit-card debt ($)
snapshot
⟳ Update live prices
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✕ Cancel
Reset to defaults
⇅ Buy / Sell
Deposit / Withdraw
+ Add ticker
↩ Undo
—
Margin debt history
—
▸
Portfolio Risk Measurement
Portfolio Value
—
Margin Debt
—
Credit Card Debt
—
Net Equity
—
Debt / Port Value
—
Debt / Net Value
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Weighted Margin Req
—
Capital Structure
Stress Test — Margin Call
drop %
-30%
Portfolio value
—
Margin debt
—
New net equity
—
Margin requirement
—
Cushion vs call
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Status
—
—
Standard Deviation (σ)
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Horizon
Net equity
Gross
Per snapshot
—
—
Annualized
—
—
3-year
—
—
—
5-year
—
—
—
—
Dividends: Real Yield + Simulator
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Portfolio Yield
—
real weighted
Dividends / yr
—
gross income
Dividends / mo
—
monthly income
Debt Interest / yr
—
—
Net Cashflow / yr
—
after interest
Net Cashflow / mo
—
monthly net
—
Portfolio Yield
9.25%
↺ Use real weighted yield
Interest Rate (debt)
3.95%
Dividend Calendar
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↻ Fetch dates
+ Add
—
CC — Credit-card debt by card
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Card
Balance ($)
Sum of cards
—
+ Add card
—
Historic — snapshot log
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+ Add row (today)
Clear all
Net equity
Margin + CC
Margin
CC
Hour
Day
Week
Month
1Y
2Y
—
Backup / transfer (move data between devices)
i
Export
Copy
Save .txt to disk
Choose file…
Import
—
Cloud sync — all your devices
i
↑ Save to cloud
↓ Load from cloud
Your data syncs automatically with your PIN (entered when you open the app). Use these buttons to save or load manually.
Settings
Appearance — theme
☽ Dark
☀ Light
Switch between light and dark mode. Your choice is saved in this browser.
Change PIN
Change PIN
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.)
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Insights
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Settings