Portfolio

Tax & P&L
Portfolio value
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Today — 1W — 1M — YTD — All time — Realized —
Value · current holdings
Tax & P&L
Open
withheld by the broker, net
If you sold everything today
Withheld at 25%, after the loss balance
Broker withholds at source · balance covers gains until 31 Dec
Unused balance carries forward only if you file (Form 1301 + broker's Form 867)
Tax
Holdings
Allocation
POSITIONS
Movers today
Lagging
Daily trade signals
TOP BUYS
TOP SELLS
Risk & performance · 1Y
current holdings, daily closes
Trading activity & commissions
First 10 trades/month free, then $5.50/trade
Free tradesPaid
Projection to 31 Dec 2029
P10–P90 bandMedian (P50)Deterministic CAGR
AI insights
Empty = portfolio review (Sonnet). With a question = deep analysis (Opus).