🗂️
Clean, sortable table
All your holdings in one place, ranked by weight. No more flipping between brokerage tabs to get a complete picture.
Portfolio
Every holding, organized and weighted.
See your full holdings table with position weights, ETF vs stock classification, sector tags, and total portfolio value — all derived automatically from your uploaded CSV.
Portfolio view includes
- Full holdings table sorted by weight
- ETF vs individual stock classification
- Sector and asset class tagging
- Position value and percentage of total
- Drift from your target allocation
🏷️
Auto-classified
Holdings are automatically tagged as ETF or stock, and grouped by sector so you can spot concentration fast.
🎯
Target vs actual
Set a target allocation and the portfolio view shows drift for each position — making your next decision obvious.