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Demo workspace

Portfolio command center

Investments

See every account together, understand what is driving returns, and catch allocation risk before it becomes a surprise.

Portfolio value —

Loading net worth connection…

Total return—

Across recorded cost basis

Annualized return—

Approximate CAGR from holding dates

Accounts—

Across platforms and currencies

Performance

Portfolio trajectory

Value and contributions
Portfolio valueCost basis
Investment performance Loading investment performance.

Demo history is estimated from current values, cost basis, and recorded holding dates—not live market pricing.

Diversification

Allocation

Allocated portfolio—

Target mix

Rebalancing

Targets are guidance only and do not place trades.

Manual control

Holdings

Values are normalized to USD while preserving each holding’s native currency.
HoldingAccountAllocationNative valueUSD valueReturnWeightActions

Manual-first by design. Holdings, account names, target allocations, and currency details stay in this browser. A single aggregate portfolio value is synchronized with the dashboard and net-worth tools.

Portfolio record

Add holding

For USD holdings, keep the exchange rate at 1. Cost basis is used for return and CAGR estimates.

Portfolio policy

Allocation targets

Targets should total 100%. These values provide guidance only.

Connection preview

Bring accounts together

Automatic brokerage connections are planned for a later API integration. The current prototype keeps control with manual entry and CSV import.

Brokerage accounts Workplace retirement Crypto platforms

Confirm removal

Delete this holding?

This removes the local holding and updates the aggregate portfolio value used across the demo workspace.