| ↗ Conservative | ↗ Moderate | ↗ Aggressive | |
|---|---|---|---|
| Capital Allocation | |||
| Total capital | $100,000 | $100,000 | $100,000 |
| Deployed | $98,009 | $97,971 | $98,503 |
| Cash residual | $1,991 | $2,029 | $1,497 |
| Current Performance (Live) | |||
| Current value | |||
| Current P&L | |||
| 3-Month · ~July 2026 | |||
| Projected value | $101,934 | $103,486 | $106,194 |
| Projected gain | +$1,934 | +$3,486 | +$6,194 |
| Return | +1.93% | +3.49% | +6.19% |
| 6-Month · ~October 2026 | |||
| Projected value | $103,867 | $106,971 | $112,392 |
| Projected gain | +$3,867 | +$6,971 | +$12,392 |
| Return | +3.87% | +6.97% | +12.39% |
| 9-Month · ~January 2027 | |||
| Projected value | $105,801 | $110,458 | $118,587 |
| Projected gain | +$5,801 | +$10,458 | +$18,587 |
| Return | +5.80% | +10.46% | +18.59% |
| 12-Month · ~April 2027 | |||
| Projected value | $107,734 | $113,944 | $124,783 |
| Projected gain | +$7,734 | +$13,944 | +$24,783 |
| Total return | +7.73% | +13.94% | +24.78% |
| Risk | |||
| Beta | ~0.85 | ~1.15 | ~1.60 |
| Max drawdown | ~15% | ~25% | ~40% |
| Dividend yield | ~1.9% | ~0.8% | ~0.4% |
| Ticker | Portfolio | Entry | Shares | Live Price | Cost Basis | Live Value | P&L vs Entry ↓ | vs Last Refresh |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
| Time | Conservative | Moderate | Aggressive |
|---|---|---|---|
| No session data yet | |||
| Ticker | Name | Entry | Current | vs Entry $ | vs Entry % | Analyst PT | PT Upside $ | PT Upside % | Thesis Progress |
|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||
| Ticker | Name | Target Wt. | Current Wt. | Drift | Status |
|---|---|---|---|---|---|
| Loading… | |||||
| Symbol | Name | Last Price | Today's G/L | Quantity | Cost/Share | Cost Basis | Current Value | Total G/L | Purchase Date | |
|---|---|---|---|---|---|---|---|---|---|---|
No positions yetClick + Add Position to start tracking your holdings.Data is saved in your browser — only you can see it. | ||||||||||
| Total | — | — | — | |||||||