Demo Portfolio
Track your investments, performance and dividends
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Value
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Cost basis —
Total profit
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Performance
Day —
1W —
1M —
YTD —
Since market close
Passive income
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No dividend data
Portfolio vs S&P 500
Performance comparison
Your portfolio
S&P 500
Last 30 days · %
Last 30 days · $
Portfolio
+8.4%
S&P 500
+3.1%
Alpha
+5.3%
Portfolio by sector
Allocation breakdown
Name
Value/Invested
Gain
Trend
Allocation
What changed today
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Top contributors
Top detractors
Theme drift (vs yesterday)
Today's movers
Top winners and losers in your book
Winners
Losers
Earnings conviction
Verdict mix across your holdings
Signal health
Green / amber / red across your book
Above MA50
● >+1% above
● ±1%
● >1% below
Above MA100
● Price ≥ MA100
● —
● Price < MA100
Above MA200
● >+2% above
● ±2%
● >2% below
RSI(14)
● 40–60
● 30–40 or 60–70
● <30 or >70
52W range
● Top third (>67%)
● Middle third
● Bottom third (<33%)
PE vs sector
● ≤0.8× sector PE
● 0.8–1.5×
● ≥1.5× sector PE
Short interest
● <3% of float
● 3–10%
● >10% of float
Insider 90d
● Net buying
● Net flat
● Net selling
Earnings conviction
● Strong Buy / Buy
● Positive / Watch
● Avoid / Negative
BearBull stance
● Bullish / Buy
● Neutral / Hold
● Bearish / Sell
Thematic exposure
Your book by investment theme
Upcoming earnings
Holdings reporting in the next 5 days
Portfolio treemap
Weight · Day performance at a glance
Strong down (≤−3%)
−1 to −3%
Flat
+1 to +3%
Strong up (≥+3%)
Correlation network
Pairwise price-return correlation across your holdings
Strong (r > 0.7)
Moderate (0.5–0.7)
Inverse (r < −0.2)
Node size = portfolio weight
Educational tool — not financial advice. Performance data based on current holdings + paper-trade history.
Future payments
Next 12m —
Monthly avg —
No upcoming dividend payment data
Dividends received
TTM total —
No dividend history data
Dividend payers
Cost, weight, price and income detail for every dividend-paying holding
| Symbol | Fund | Cost basis | Weight | Shares | Avg. price/share | Annual yield | LY distribution | Annual income |
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Only holdings that paid a dividend in the trailing 12 months are shown.
Annual income by holding
Estimated income per year from current positions
Income forecast
12m projected —
Rolling avg —
Portfolio YoC —
No dividend data to forecast
Recent & upcoming events
Dividend data sourced from FMP. Future payment projections based on last known dividend amount and payment schedule.
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