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Portfolio review without the spreadsheet sprawl

See individual holdings, equal-split ETF comparisons, totals, and position-level changes in one workspace.

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Example portfolios use static illustrative values. They are not recommendations, live market data, actual client accounts, or a representation of performance.

Core ETF Allocation

Equal-split ETF comparison
Illustrative sample

A broad-market example showing an equal starting allocation across three ETFs.

Market value
$31,860.00
Portfolio change
+6.20%
Illustrative portfolio change$1,860.00
SPY comparison+5.40%

HoldingAllocationCostValueChange
SPY
S&P 500 ETF
33.3%
 $10,000 $10,680 +6.80%
QQQ
Nasdaq-100 ETF
33.3%
 $10,000 $10,790 +7.90%
IWM
Russell 2000 ETF
33.4%
 $10,000 $10,390 +3.90%

Income and Defense

Equal-split ETF comparison
Illustrative sample

An example of using dividend, bond, and gold ETFs as comparison sleeves.

Market value
$24,648.00
Portfolio change
+2.70%
Illustrative portfolio change$648.00
SPY comparison+4.10%

HoldingAllocationCostValueChange
SCHD
Dividend Equity ETF
33.3%
 $8,000 $8,272 +3.40%
BND
Total Bond Market ETF
33.3%
 $8,000 $8,104 +1.30%
GLD
Gold Shares ETF
33.4%
 $8,000 $8,272 +3.40%

Quality Compounders

Individual stock portfolio
Illustrative sample

A concentrated example that shows per-position performance alongside the portfolio total.

Market value
$30,184.00
Portfolio change
+7.80%
Illustrative portfolio change$2,184.00
SPY comparison+5.40%

HoldingAllocationCostValueChange
MSFT
Microsoft
30.0%
 $8,400 $9,324 +11.00%
AAPL
Apple
25.0%
 $7,000 $7,392 +5.60%
COST
Costco
25.0%
 $7,000 $7,602 +8.60%
V
Visa
20.0%
 $5,600 $5,866 +4.80%

Healthcare and Innovation

Individual stock portfolio
Illustrative sample

A mixed-sector example that makes allocation and position-level review easy to scan.

Market value
$25,350.00
Portfolio change
-2.50%
Illustrative portfolio change$-650.00
SPY comparison+1.20%

HoldingAllocationCostValueChange
UNH
UnitedHealth
30.0%
 $7,800 $7,566 -3.00%
LLY
Eli Lilly
25.0%
 $6,500 $6,955 +7.00%
NVDA
NVIDIA
25.0%
 $6,500 $6,110 -6.00%
ISRG
Intuitive Surgical
20.0%
 $5,200 $4,719 -9.25%
When you create an account

Build a private portfolio with your own holdings and selected ETF comparisons.

Your saved portfolios are private to your account. Historical preparation and chart updates run in the background after creation.

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