Let's bring your portfolio to life
The dashboard behind this is just a sample. Load your own holdings — about a minute, no
spreadsheets, no manual typing — and it becomes yours. Here's the approach:
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1
Snap or paste your holdings. Screenshot your broker's portfolio screen
(or paste a list) on the
Upload page. Most people start
with their largest account.
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2
Review what we read. We extract each holding — ticker, units, average cost —
and you correct anything before it's saved. Nothing is written until you confirm.
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3
Watch it come alive. Commit, and your value, allocation, movers and wrapper
breakdowns appear instantly. Add more accounts whenever you like.