Top holdings · weight %
By position
Every ticker, every lot. NVDA 19.1%, MSFT 14.3%, AAPL 11.8%. Donut + legend, expandable to a full-screen modal with value annotations.
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LIVE · Jun 01, 2026
Portfolio · Holdings & Allocation
Every position. Every broker. Five allocation lenses on the same row.
The Holdings workspace: a sortable 8-column positions table with stocks, options, and crypto sub-tables, group-by Sector · Country · Asset Type · Source Broker, five expandable allocation donuts, and concentration-risk callouts. Cost basis preserved across broker migrations.
Positions
3 BROKERS MERGED GROUP · SECTOR
EXPORT
Symbol Qty Avg Cost Current Value Gain / Loss Weight Actions
NV NVDA DOMINANT
240 $412.18 $1,028.40 $246,816 +$148,653 +150.4% 19.1% + − $
MS MSFT
420 $298.04 $441.92 $185,606 +$60,430 +48.3% 14.3% + − $
AA AAPL
720 $148.61 $212.04 $152,668 +$45,668 +42.7% 11.8% + − $
GO GOOGL
580 $112.18 $184.50 $107,010 +$41,955 +64.4% 8.3% + − $
ME META
180 $298.40 $612.18 $110,192 +$56,480 +105.1% 8.5% + − $
AS ASML
85 $612.30 $914.40 $77,724 +$25,679 +49.3% 6% + − $
Total · 6 $880,016 +$378,865 (+75.6%) 68.0%
Options 3 NVDA 1,200C 12/19 · DTE 218 · +$3,420
Cryptocurrencies 2 BTC 1.428 · ETH 12.6 · $124,308
5 allocation lenses
expand · full-screen
By position
19.1% top
By asset
eq · opt · crypto
By sector
GICS 11 sectors
By geography
7 countries
By industry
finer than sector
FX exposure
USD82.4%
EUR9.1%
GBP4.8%
JPY3.7%
Concentration risk
3 alerts
NVDA high >15% single-name exposure
19.1%
MSFT medium Approaching 15% threshold
14.3%
IT sector medium Sector concentration · GICS 45
42.1%
S&P 500 5,734.10 +0.42% ·
NDX 20,118.4 +0.67% ·
VIX 14.82 -2.18% ·
US10Y 4.124% -3 bps ·
DXY 103.82 +0.11% ·
WTI 78.42 +1.24% ·
GOLD 2,684.10 +0.38% ·
BTC 67,142 +2.41% ·
S&P 500 5,734.10 +0.42% ·
NDX 20,118.4 +0.67% ·
VIX 14.82 -2.18% ·
US10Y 4.124% -3 bps ·
DXY 103.82 +0.11% ·
WTI 78.42 +1.24% ·
GOLD 2,684.10 +0.38% ·
BTC 67,142 +2.41% ·
Five donuts · one expandable modal each
The same positions, viewed five honest ways.
Five allocation charts render Position, Asset, Sector, Geography, and Industry side-by-side. Each chart is expandable - click the icon and it opens full-screen with value-annotated slices in the portfolio's reporting currency. "I'm diversified" becomes a falsifiable claim.
STOCK · ETF · OPTION · CRYPTO · CASH
By asset type
How the book splits across instrument types - including options notional and the crypto sleeve. Stocks/ETFs, options, and crypto each render in their own sub-table.
GICS sector classification
By sector
Information Tech 42%, Communication Svcs 18%, Healthcare 10%. Also a valid group-by mode on the positions table - same axis, two views.
Country of incorporation
By geography
US 71%, NL 8%, DE 5%, JP 4%. Group-by Country re-pivots the holdings table along the same axis without a refetch.
GICS industry - finer than sector
By industry
Inside Tech: Semiconductors 22%, Software 11%, Hardware 9%. Inside Healthcare: Pharma 5%, MedTech 3%, Biotech 2%. The view sector charts hide.
Same axes, in the table
Group-by Select
The donuts are also valid pivots on the holdings table. Asset Type · Sector · Country (and Source Broker for merged portfolios) - the rows fold into expandable groups with their own totals row. Chart and table are the same data, two presentations.
None Asset Type Sector Country
Positions table · anatomy
One table. Three asset-type sub-tables. Eight sortable columns each.
Stocks and ETFs at the top in an 8-column grid. Options below with strike, expiry, DTE, and contract-aware actions. Crypto below that with 8-decimal precision. Each sub-table has its own totals row. Footer weight is stocks-only - not hardcoded to 100% when options and crypto exist.
Symbol
Quantity
Avg Cost
Current
Market Value
Gain/Loss
Weight %
Actions
NVDA
240
$412.18
$1,028.40
$246,816
+$148,653
19.1%
+ · − · $
Options sub-table
10 columnsUnderlying · CALL/PUT chip · Strike · Expiry + DTE (red <7d, amber <30d) · Qty (negative = short) · Avg Cost basis · EOD price · Gain/Loss · Weight · Actions. Expand any row to reveal the option's mid-price chart vs. your cost.
NVDA 1,200 C CALL 12/19/26 218d
Close Exercise Assign (short PUT only)
Cryptocurrencies sub-table
7 columnsSymbol · Quantity (8-decimal precision, trailing zeros trimmed) · Avg Cost · EOD Price · Market Value · Gain/Loss · Weight. Live crypto pricing, with asset type detected automatically.
BTC 1.428 +$28,402
ETH 12.6 +$11,840
What makes the workspace useful
The eight things that separate a positions list from a workflow.
01
Three sub-tables, one workspace.
Stocks/ETFs at the top with 8-column sortable grid. Options below - Underlying / CALL · PUT chip / Strike / Expiry + DTE / Qty / Avg Cost / EOD / G/L. Crypto below that - 8-decimal precision, orange accent stripe. Each with its own totals row.
02
Group-by re-pivots in place.
The Select toggles between None · Asset Type · Sector · Country. The same dataset re-groups; rows fold into expandable group headers with stacked logos and a group totals row when collapsed. No refetch, no flicker.
03
Merged portfolios with broker provenance.
IBKR + Robinhood + Saxo merged into one positions list. Flip "Split by Portfolio" to re-group rows by source broker - the column shows you which lot came from where. Cost basis is preserved across ACATS transfers and broker migrations.
04
Option-aware actions, inline.
Each row exposes Buy More / Sell / Record Dividend. Short PUTs get an Assign button (we build the synthetic stock open at strike, premium absorbed into basis). Long CALLs get an Exercise button. Option rows expand to show historical mid-price chart vs. your cost.
05
Five donuts, expandable.
Position · Asset · Sector · Geography · Industry render side-by-side on the analytics tab. Click expand on any chart - it opens full-screen with value-annotated slices. Dark-mode echarts theme, autoresize, currency-aware tooltips.
06
Concentration risk surfaced, not buried.
Any single-name >15% gets a yellow medium-risk card. >25% gets red high-risk. Same logic applies to sector exposure. The card sits above the table so you can't miss it the way you would scrolling a chart.
07
Export to CSV · XML · JSON.
Three-button dropdown wired to the same positions dataset the table renders. CSV for your accountant, XML for the brokerage import format, JSON for whatever spreadsheet macro you live inside. Loading state, error toast, filename includes portfolio name.
08
What Moved My Portfolio.
AI insight card pinned above the table. Reads the day's P&L attribution - "NVDA +2.1% added $5,194; META -0.8% trimmed $880; net +$4,314". Empty-state hidden when the portfolio has zero positions.
Holdings · Five lenses · Stocks · Options · Crypto
See every position. Across every broker. Through every lens.
Connect a broker or start with a manual portfolio - every feature is live the moment you sign up.