A private workspace for portfolio records, performance, and risk.
Bring together brokerage exports, lot-level cost basis, cash activity, benchmark-relative performance, and deeper portfolio analysis in a format built for regular account review.
Import brokerage recordsStart from Schwab, Fidelity, E*TRADE, or Coinbase exports.
Preserve cost basis and cashKeep lots, trades, dividends, and idle cash tied to the same ledger.
Follow performance properlyCompare the account against selected indexes across longer time ranges.
Go deeper when neededOpen risk, options, bond, and strategy tools without leaving the platform.
Illustrative workspaceHousehold Brokerage
Daily quotes
PerformancePortfolio and benchmarks
201920212023Today
Portfolio snapshotCurrent allocation
$412,480Total equity
0.86Portfolio beta
6.9%Cash reserve
Top holdingsBy weight
VTI31%
BRK.B18%
IEF11%
NEM7%
Daily heat mapLatest move
Platform overview
Built around the way investors review an account over time
Instead of separating record keeping from analysis, the platform keeps the account ledger, daily monitoring, and deeper portfolio work tied together.
Track
Keep lot-level records and cash history organized
Portfolio records can hold lots, purchases, sales, dividends, transfers, and unused cash without breaking the performance history.
Analyze
Review exposure, concentration, and trade impact
Open the dashboard, risk views, heat map, and simulation tools when you want to understand how the account behaves, not only what it is worth.
Extend
Use options, bonds, and strategy tools when needed
Options analysis, bond monitoring, and isolated strategy work stay available without crowding the core portfolio workflow.
How it works
From account setup to ongoing review
The first-time flow is meant to mirror how investors already keep records, then expand into more detailed analysis only when it is useful.
01
Create a secure account
Sign in once so your portfolio records, settings, and saved analytics are available when you return.
02
Choose a starting path
After account creation, begin with a brokerage file, manual holdings, or an empty portfolio shell.
03
Keep the ledger current
Add trades, dividends, and cash movements so long-range performance and account growth stay meaningful.
04
Open deeper tools as needed
Use benchmarks, risk views, options analysis, and strategy tools when you want more than a basic holdings list.
Coverage
The platform covers the core workflow first
Daily portfolio review stays at the center, while the more technical tools sit behind it in a way that still feels coherent when you need them.
Dashboard and benchmarksPerformance, allocation, beta, Sharpe ratio, volatility, and comparison against selected indexes.Entry and ledger toolsBrokerage uploads, starter lots, manual trades, cash ledger entries, and flexible cost-basis tracking.Risk, options, bonds, and strategyCorrelation, covariance, trade simulation, options-suite analysis, bond monitoring, and isolated idea testing.
Account access
Sign in when you want your records waiting for you next time
Accounts keep portfolio details encrypted, persistent, and ready when you return. If you are still deciding whether the workflow fits, the guided demo is the best first stop.
Import a brokerage fileBest for existing accounts with an export ready to upload.Enter holdings manuallyBest for starting from your current lots, dates, and cost basis.Create an empty portfolioBest when you want to establish the account shell first and build from there.
Secure sign-in
Return to saved portfolios and private analytics
Sign in to continue with saved portfolio records, market data, and account history.
Demo workspace
This session runs locally in your browser. Demo trades update the portfolio in memory, and nothing is saved after you leave.
Portfolio setup
Set up your first portfolio in the format that matches your records.
A portfolio here usually represents one real-world account: a taxable brokerage, IRA, 401(k), crypto account, or another pool of assets you want to follow separately. You can begin with a brokerage file, enter holdings directly, or create the account shell first and add activity later.
1. Name the accountUse the real-world label you already recognize, such as Roth IRA or Taxable Brokerage.
2. Choose how to beginImport a file, enter holdings, or create an empty portfolio and fill it in afterward.
3. Build the ledger over timeOnce the portfolio exists, you can add trades, cash movements, benchmarks, and the rest of the analysis tools.
Portfolio
Manual portfolio dashboard
Today's Quotes
No quotes
Performance
Holdings
Allocation
Cash And Activity
Manual Portfolio Entry
Build a durable account ledger here. Use dated entries whenever possible so long-range performance can distinguish invested capital, idle cash, and market growth.
Add LotRecord an existing holding and its cost basis without changing account cash.
Manual TradeRecord a buy or sell that changes cash and creates trade history.
Cash LedgerRecord deposits, withdrawals, dividends, interest, and unused cash.
Lots
Trade History
Bond Monitor
Explore exchange-traded bond funds, monitor cached prices, and model conventional bond ladders or barbells that match the saved risk score.
ETF priceA live share price for a publicly traded bond fund. The fund has no guaranteed maturity value.
Bond price per $100The ladder input for an individual bond quoted as a percentage of face value. A price of 98 means $980 for $1,000 face value.
Yield and durationYield estimates return if payments occur; duration estimates price sensitivity to interest-rate changes.
Public Bond Assets
Ladder And Barbell Builder
A ladder spreads maturities across time. A barbell concentrates at short and long maturities. Use the risk-fit loader to auto-fill rungs from cached Treasury-curve quotes, then adjust any assumption you want to stress-test. This is not an order ticket.
Strategy Results
Risk Analysis
Use cached market history to estimate volatility, covariance, and correlations for the tickers in this portfolio. Choose a longer range for steadier risk estimates; use the manual box only when you want to test your own price history.
Customize graphs
Risk Tolerance And Target Allocation
Risk scores are planning inputs, not loss limits. The target-volatility number estimates typical annual variability; a 12% target can still experience a loss much larger than 12%.
Loading profile
1-2About 4% to 6% annualized volatility. Built to feel steadier, with most capital in bonds and cash.
3-4About 7% to 11% annualized volatility. Conservative growth, with clearer equity exposure but a meaningful fixed-income cushion.
5-6About 11% to 15.5% annualized volatility. Balanced risk, with noticeable swings and occasional double-digit losses.
7-8About 15.5% to 22% annualized volatility. Growth-oriented and more sensitive to equity market drawdowns.
9-10About 22% to 30%+ annualized volatility. Aggressive settings with limited buffers and much wider performance swings.
Risk Summary
Portfolio volatility uses your current position weights and the covariance matrix below. Annualized volatility scales daily movement by the square root of 252 trading days.
Annualized Volatility
Bars estimate each holding's typical one-year volatility from the selected history. Higher values mean a wider range of likely price movement.
Correlation Temperature
Use the threshold to mute weak relationships and leave the strongest co-movements visible. This changes the display only; the underlying risk calculation still uses the full matrix.
Moves oppositeMuted weak signalMoves together
Portfolio Correlation
This is the cleaned correlation view when RMT cleaning is enabled. Values near 1 move together, near -1 move opposite, and near 0 are less related.
Raw Correlation
The uncleaned matrix preserves the direct sample estimate so you can compare it with the RMT-cleaned view.
Annualized Covariance
Annualized covariance describes how pairs of holdings vary together. Diagonal self-cells are variances, so they display the more intuitive annualized volatility; hover a diagonal cell to see its variance. Off-diagonal cells retain covariance units.
Options Suite
Price option chains, compare normal and relativistic Black-Scholes, and inspect volatility, volume, gamma exposure, and implied-volatility surfaces from cached market data.
Customize graphs
Normal Black-Scholes is the baseline model most option screens reference for theoretical value and implied volatility.
Relativistic Black-Scholes keeps the same inputs but applies a correction controlled by c_m; larger c_m moves the result closer to normal Black-Scholes.
Options-suite charts use listed implied volatility, volume, and open interest when yfinance contracts are available. Sparse chains can make these views noisy, so treat them as diagnostics rather than trading signals.
Options Graph Legend
The same colors carry similar meanings across the suite. Plotly legends remain interactive: click a series name to hide or restore it.
Calls
Teal lines and bars represent call-side prices, IV, volume, or gamma exposure.
Puts
Burgundy lines and bars represent put-side prices, IV, volume, or gamma exposure.
Combined or net
Blue lines summarize average IV, net gamma exposure, or cumulative call volume.
Reference
Amber lines show the selected baseline sigma or cumulative put volume.
Dashed model line
Dashed lines distinguish normal Black-Scholes or other reference series.
Market observation
Open markers are listed market prices. Surface color runs from lower to higher implied volatility.
Summary
Chain Diagnostics
Baseline Volatility Guide
Use these estimates to choose the model's baseline volatility. At-the-money market IV usually explains current option prices best; realized volatility is a fallback when contracts are thin or stale.
Call and Put Model Prices
The model-price curves show how normal and relativistic Black-Scholes compare across listed strikes. Market dots appear when bid/ask or last prices are available.
Volatility Smile
The smile joins meaningful listed implied-volatility observations by strike. Provider sentinel values and missing side quotes are omitted. A curve above your baseline volatility means the model will usually underprice those contracts unless sigma is raised.
Cumulative Volume
Bars show same-chain call and put volume at each strike; cumulative lines reveal where activity clusters across the chain.
Gamma Exposure
Gamma exposure estimates how open interest may amplify hedging pressure near each strike. Positive bars are call exposure; negative bars are put exposure. Drag across the chart, use the range slider, or scroll over the plot to zoom into a strike cluster.
Implied Volatility Surface
The surface compares average market IV across moneyness and expiration. It interpolates between meaningful near-spot listed observations so sparse far-out strikes do not create visual holes. Peaks show where the chain prices more uncertainty.
Saved Chain History
These dated charts use snapshots captured when you run or refresh the suite. A trend appears after at least two captures for the selected expiry. Changing resolution and zoom reads saved data only.
ATM Implied Volatility History
Tracks the at-the-money implied volatility observed in saved chains over time.
Total Gamma Exposure History
Tracks net estimated gamma exposure across each saved chain.
Chain Volume History
Tracks total listed contract volume captured for the selected expiration.
ATM Call Pricing History
Compares the saved market midpoint with Black-Scholes and relativistic model prices at the nearest-to-spot strike.
Option Chain
Strategy Lab
Test lightweight portfolio ideas in an isolated sandbox. This tab uses cached portfolio and market-history data, and it does not place trades, connect to a broker, or refresh live option chains.
Isolated sandbox
Cached historyScenario runs read the same history already used by the dashboard and risk tab.
Options-awareCovered calls and covered puts can now reuse the loaded Options Suite chain, or fall back to a modeled contract when no live chain is loaded.
ExpandableThe controls stay lightweight, but the lab can now test stock-only and options-linked ideas without touching the live portfolio.
Run Summary
Strategy Return Curve
The curve is normalized to percentage return so it can be compared with the portfolio and benchmarks on the same scale.
Ready
Research Notes
How These Strategies Work
Buy and holdStarts with the chosen weights and then lets winners and losers drift. No scheduled weight reset is applied after the initial allocation.
Equal-weight rebalanceResets every active symbol to the same weight on the chosen rebalance cadence, which naturally trims relative winners and adds to laggards.
Momentum tiltLooks back over the most recent twenty aligned observations at each rebalance date and shifts more weight toward the strongest trailing performers, subject to the max-position cap.
Covered callKeeps the stock sleeve, sells a call against it, collects premium, and gives up part of the upside once the stock rises beyond the selected strike.
Covered putModels a cash-secured short put sleeve on the selected underlying: the strategy earns premium up front but absorbs losses if the stock finishes below the strike.
Portfolio Heatmap
Quote Check
No quotes
Optimization
Allocation Deltas
Trade Simulation
Impact Result
Risk Result
Market Data
Quotes
Background Jobs
Account
Profile
Display ModeLight mode
Guided walkthrough
Explore the workspace
The demo will walk through the major features and point out where to try them.