Markets Dashboard Total value No holdings

Private portfolio scratchpad

Your portfolio, calmly.

Type in what you own and what it is worth today. Allocation, profit and loss, concentration and a rebalance plan appear instantly, using only the numbers you entered.

No market data. No recommendations. Not investment advice.

Key figures

Total value

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Add a position to begin

Cost basis

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Quantity × cost per unit

Unrealized P/L

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Value minus cost basis

Positions counted

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Rows with a quantity and price

Largest position

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Share of total value

Step 1

Holdings

Everything here is typed by you. Cost is the price you paid per unit. A row needs a quantity and a current price to count; cost is optional but unlocks profit and loss.

A clean sheet

Add your first position, or load a small illustrative portfolio to see how every card responds. Illustrative numbers are made up for demonstration and you can overwrite them.

    Saved in this browser.

    Allocation

    Where the value sits

    Allocation donut chart Add positions to see how total value is split.

    Your allocation ring appears as soon as one position has a quantity and a price.

      Concentration

      Largest-position alert

      Nothing to check yet

      Add a priced position and this card compares your biggest holding with the limit you set.

      Effective positions
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      Concentration index
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      Profit and loss

      By position

        Add a cost per unit to a position and its gain or loss shows here, with the sign written out.

        Step 2

        Rebalance helper

        Set the weights you want each position to have. The helper works out how many units would move you there. It is arithmetic on your own numbers, not a suggestion of what to hold.

        Targets add up to 0%.

        Positions with a quantity and a price will appear here so you can give each one a target weight.

        Ignores fees, taxes, spreads, minimum lot sizes and any price movement between now and your trade.

        Read this once

        How the scratchpad behaves

        • No market data. Prices are whatever you type. Nothing updates on its own, so refresh your prices before you trust a total.
        • Long positions only. Negative quantities, costs and prices are rejected with a message instead of guessed at.
        • Local storage. Your rows live in this browser. Clearing site data or using a private window removes them.
        • Not investment advice. Alerts and targets are mechanical checks, not guidance. Decide for yourself or ask a licensed professional.