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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
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Auto-classified
Holdings are automatically tagged as ETF or stock, and grouped by sector so you can spot concentration fast.
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Target vs actual
Set a target allocation and the portfolio view shows drift for each position - making your next decision obvious.
Start for free. Import your first portfolio in under 2 minutes.
No credit card. No spreadsheet. Works with any brokerage CSV.
Get started free