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Portfolio value
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Allocation vs target

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Needs attention

    Accounts

    Ticker Name Account Shares Price Value Gain/Loss Actions

    Enrich Portfolio Data

    Update sector classifications and fund data for more accurate analysis. Data sources: Financial Modeling Prep, yfinance, local cache.

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    Performance Metrics

    YTD Return Portfolio growth since Jan 1 -
    1-Year Return Portfolio growth over past 12 months -
    Alpha vs S&P 500 (YTD) Excess return vs benchmark -
    Benchmark YTD (SPY) S&P 500 performance this year -

    Risk Metrics

    Volatility (Annual) Standard deviation of returns -
    Sharpe Ratio Risk-adjusted return (higher is better) -
    Sortino Ratio Risk-adjusted return penalizing only downside volatility - higher is better -
    Max Drawdown Largest peak-to-trough decline -
    Beta Sensitivity to market movements -
    Value at Risk (95%) Max daily loss 95% of the time -
    CVaR (95%) Average loss in the worst 5% of scenarios - more conservative than VaR -

    Concentration

    Top 5 Holdings % in your 5 largest positions -
    Top 10 Holdings % in your 10 largest positions -
    Cash Allocation % held in cash/money market -
    Invested Allocation % invested in securities -

    Top Holdings

    Cost & Tax Efficiency

    Weighted Portfolio ER Value-weighted average expense ratio of your funds -
    Benchmark ER (SPY/VOO) Cheap-passive baseline for comparison -
    Annual Dollar Drag Excess cost vs benchmark -
    Ticker Expense Ratio Position Value Annual Drag

    Position Correlation

    Pairwise correlations of position returns over the past year. Red = high positive correlation (potential redundancy); blue = negative correlation (good diversification).

    Allocation Breakdown

    Category Value % of Portfolio

    Alerts

    No alerts configured. Add alerts to monitor your portfolio conditions.

    Portfolio Insights

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    Dashboard Widgets

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    AI Fund Analysis

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    Use Claude AI to analyze funds like a financial advisor would - considering your portfolio context, overlaps, tax efficiency, and providing actionable recommendations.

    Retirement Income / mo -- at 4% withdrawal
    Success Probability -- Run simulation to calculate
    Earliest Retirement Age -- with 80%+ success rate
    FIRE Number -- Target portfolio value
    Coast Number -- Today's value to retire at target
    ⚙️ Monte Carlo Settings
    ▼
    Age & Timeline
    Cash Flow
    Asset Allocation

    FIRE Calculator

    ⚙️ Tax Projection Settings
    ▼
    Pre-Retirement Contributions (until retire age)
    Tax Rates (during retirement withdrawals)
    Account Balances (auto-filled from portfolio)
    Projection: Age 65 → 95 (30 years of retirement withdrawals)
    Federal Income Tax - From traditional IRA/401k withdrawals
    State Income Tax - Based on 0% state rate
    Total Lifetime Tax Burden - Combined federal + state taxes paid
    Avg Effective Tax Rate - % of withdrawals paid as taxes
    Total Withdrawn - Gross amount from all accounts
    Final Portfolio Balance - Remaining at end of projection

    Tax Burden Over Time

    Account Balances Over Time

    Year-by-Year Withdrawal Breakdown

    Age Total Balance RMD From Taxable From Traditional From Roth Federal Tax State Tax Eff. Rate Net Withdrawal
    Run a projection to see results

    Tax Configuration

    Income Sources

    No income sources added yet. Click "Add Income" to get started.

    Pre-tax Deductions

    No pre-tax deductions. Add 401k, HSA, FSA contributions here.

    Paycheck Preview

    Add income to see paycheck breakdown.

    Import statements

    Drop bank, card or loan statements here (CSV, OFX, QFX or text PDF), or click to choose files. Import several months at once to find recurring bills.

    Import history

    No imports yet. Statements you import are listed here.

    Expenses

    No expenses added yet. Click "Add Expense" to track your spending.

    Planned vs actual

    What your imported statements show you spend, next to your planned expenses

    Import a statement to see how your spending compares to your plan.

    Expenses by Category

    Monthly Gross
    $0
    Monthly Taxes
    $0
    Monthly Net
    $0
    Monthly Expenses
    $0
    Monthly Savings
    $0
    Savings Rate
    0%

    Year-to-Date Income & Taxes

    Cumulative totals by pay period - watch SS tax cap out at wage base

    Annual Cash Flow Waterfall

    Retirement Transition Parameters

    Income Source Transition

    How your income sources change over time

    Run a projection to see the income transition visualization.

    Social Security Comparison

    Run a projection to see Social Security claiming age comparisons.

    Year-by-Year Income Breakdown

    Run a projection to see year-by-year details.

    Personal Settings

    Leave at retirement age for default; delay (up to 70) for higher monthly benefit.
    %
    The 4% rule is a common guideline. Enter 1-100.
    $
    Leave at 0 to calculate from withdrawal rate. Set a specific target to calculate your FIRE number.

    Entity Management

    Manage household members or ownership entities. Entities allow you to track retirement metrics per person and filter accounts by owner.

    Profile Management

    Manage separate portfolios for different users, clients, or scenarios. Each profile has its own database with complete data isolation.

    Portfolio Views

    Create views to filter which accounts are included in dashboard, analysis, and projections.

    Asset Class Targets

    Market Assumptions

    Monte Carlo Settings

    Account Management

    Manage your investment accounts. Deleting an account will also delete all positions in that account.

    Account Owner Value Actions

    Data Storage

    Server

    Choose where your portfolio data is stored. Your data never leaves your control.

    Data Export

    Export your portfolio data for backup or analysis purposes.

    Demo Mode

    Enable demo mode to use fake portfolio data for demonstrations. Your real data is never modified.

    Demo Mode

    Generate or regenerate demo portfolio data with ~50 positions, realistic prices, and multiple account types.

    Note: Changing demo mode requires a page reload to take effect.

    Connected accounts

    Link a bank to pull in its transactions. Every sync opens the import review first, so nothing is added until you apply it.

      Available here

        Imported transactions

        Statement imports keep each transaction so spending totals and repeat bills can be found. Uploaded files are never kept.

        Older transactions are removed the next time an import is applied.

        Remembered merchants

        Categories chosen with Remember during an import. Deleting one only affects future imports.

          Data Sources

          API keys for price data and AI analysis. Click "Edit" to add or update a key.

          AI Provider

          Choose which AI provider to use for analysis and insights. Your preference is stored locally.

          Plugin Security

          Manage permissions for installed plugins. Built-in plugins are automatically trusted. Third-party plugins with sensitive permissions require approval before loading.

          Click Refresh to load plugin security status...

          Security Audit Log

          Recent security events from the plugin system.

          Click Refresh to load audit log...

          Plugin Marketplace

          Install third-party plugins to extend portfolio analysis capabilities. Plugins can be installed from GitHub, GitLab, or uploaded as ZIP files.

          Installed Plugins

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          Plugins

          Extend functionality with plugins. Importers, analysis tools, widgets, and more.

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