My Portfolio Hub
Six tools, one hub. Manage holdings, watch performance, track dividends, rebalance, and stay on top of the news that moves your stocks.
Highlights
- Portfolio Manager: track stocks, cash, real estate, and insurance
- Performance Dashboard: real-time P&L, sector allocation, win/loss ratio
- Dividend Income Tracker: monthly calendar, yield-on-cost, growth projections
- Rebalancing Alerts: sector drift vs custom targets with buy/sell suggestions
- News Sentiment: bullish/bearish/neutral analysis on your holdings
- Net Worth & Financial Health: assets, liabilities, debt ratios, emergency fund coverage
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