01
Full picture, at a glance
Total value, gain/loss, sector breakdown. Your analyst never loses track of the big picture.
Technology
62%
Consumer
15%
Finance
12%
Healthcare
11%
Feb 14AAPL$11.52
Mar 01VOO$24.60
Mar 15MSFT$7.50
Annual income$842
02
Never miss a dividend
Upcoming payments, annual income, schedule. Your analyst keeps the calendar too.
03
Just ask
Plain language. Sharp answers. Everything grounded in your actual holdings.
Is NVDA too large in my portfolio?
NVDA is 29% of your portfolio — that's concentrated. Consider trimming to 15–20% to reduce single-stock risk.
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