Portfolio
What the fund holds, what each position has earned, and how far we are from our target weights.
Portfolio map
One tile per position, sized by market value and grouped by sector. Green tiles gained, red tiles lost.
Positions
Select a column heading to sort.
| Ticker | Sector | Shares | Avg cost | Price | Market value | Weight | Unrealised P&L | Today | Contribution |
|---|
The fund is fully in cash. Positions appear here after the first trade is synced from MarketWatch.
What moved the fund
From the starting capital to today's value: how much each position added or took away, including positions we have closed.
By sector
By country
By asset class
Target weights and rebalancing
These target weights are invented for the demo. The real ones go in content/targets.json.
| Ticker | Actual | Target | Difference | Proposed trade | Shares | Approx. value |
|---|
Closed positions
| Ticker | Name | Realised P&L | Contribution |
|---|
Trade log
Every trade with the reason we made it and who approved it.
| Date | Ticker | Side | Shares | Price | Amount | Rationale | Approved by |
|---|
No trades yet.