Your Portfolio Dashboard: Track, Analyse, and Succeed

All Your Holdings in One Place

Your investment portfolio deserves more than a spreadsheet. Our Portfolio Dashboard gives you a comprehensive, real-time view of all your holdings in one place — so you always know exactly where you stand.

Key Features

Live Price Data — See current prices, 1-day and 1-week percentage changes for every stock you hold.
Buy / Sell Signals — Astrologically-informed signals overlaid on your portfolio, personalised to your birth chart.
Gain / Loss Summary — Track realized and unrealized gains across your entire portfolio at a glance.
Cap Type Breakdown — Understand your Large, Mid, and Small cap allocation and how it aligns with your risk profile.

Visual Portfolio Chart

An interactive doughnut chart shows your portfolio distribution by stock and transaction type — giving you instant clarity on concentration and diversification. Each stock is colour-coded consistently so you can track it at a glance across all views.