Fetching Data
Connecting to Yahoo Finance...
Portfolio Value
$0.00
Real-time estimate
Total Return
$0.00
0.00%
Capital Gains
Est. Income
$0.00
Cash Dividends (Annual)
Est. Franking
$0.00
Tax Credits
Annual Fees
$0.00
Based on MER
Portfolio History
Net Cost vs Market Value over time
Allocation
Market Performance
Long Term Metrics
Journey to $2M
Milestone Tracker
| Milestone | Status | Step | Total Progress | Date | Time Taken / To Go |
|---|
Current Holdings & Attributes
| Ticker | Qty | Avg Price | Current Price | Cost | Value | Total Return | MER % | Yield % | Franking % | Action |
|---|
* Edit attributes (MER, Yield, Franking) and click Update. "Current Price" is updated automatically via API.
Transaction Log
| Date | Type | Ticker | Qty | Price | Total | Profit $ | Profit % | Action |
|---|
Yearly Performance Summary
| Year | Invested | Avg Monthly Inv. | Start Value | End Value | Year Change | Year Gains (Net) | Gains % | Avg Monthly Gain | Cumul. ROI % |
|---|
Sector Breakdown
Geographic Exposure
Historical Distribution Calendar (Last 12M)
Based on actual dividend history fetched from Yahoo Finance.
Stock Comparison Overlay
Compare the cumulative percentage return of two stocks over their shared history. Normalized to 0% at the start date.
Data Management
Load Demo Data
Populate dashboard with sample transactions.
Export / Import Data
Backup your transactions to a JSON file.
Refresh Profile Data (RapidAPI)
Clears cached Sector/Country data and re-fetches via RapidAPI (Slow).
Clear All Data
Permanently delete all transactions, cache, and settings.
API Cache Status
Global Assumptions
Required for sector/profile data. Leave empty if not needed.
Force fresh data fetch on every request (slower, may hit rate limits).