AllShowing:
By asset class
share of portfolio
Holdings
Sorted by value
Portfolio details
manual values only
Holdings
Ticker fields are labels only. A holding’s manual value is used when present; otherwise quantity × manual price.
By account
from each holding’s account nameActual vs your target
Dividend income
estimated from your entriesAssumed payment calendar
Projection
deterministic · includes DRIP where you enabled it
Your targets
Targets are yours alone — the app measures the difference from your user-defined target and never suggests trades.
Rebalance difference
target × total − current manual value