Portfolio Analytics Lab Demo
Generated showcase dataset from the desktop app.
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Dark
Light
Overview
Holdings
Dividends
PnL
Forecasting
Portfolio cash-flow & benchmark timeline
Lines to show
Cumulative cash invested
Cumulative dividends received
S&P 500 virtual portfolio value
Portfolio value proxy
Ctrl/Shift-click to select multiple lines.
Portfolio return proxy vs S&P 500 return line
Filters
Symbol contains
Asset type
Sector
Broker
Top holdings to show in plot
Top 10
Top 20
Top 30
Top 50
Custom top N
All filtered holdings
Custom top N
Dividend symbol(s)
Dividend year
Broker
Stocks to show in stock plot
Top 10
Top 20
Top 30
Top 50
Custom number
All filtered stocks
Custom stocks to show
PnL symbol(s)
Asset type
Sector
Broker
Symbols to show in PnL plots
Top 10
Top 20
Top 30
Top 50
Custom number
All filtered symbols
Custom symbols to show
Forecasting
Extra comparison lines
Base
Conservative
Optimistic
Manual user-defined
Projection years
Manual annual return %
Manual dividend growth %
Manual annual contribution EUR
Portfolio history method
Based on portfolio performance
Hide from plot/table
Dividend history method
Based on dividend history
Hide from plot/table
