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Your portfolio at a glance

Track all your holdings, see real-time values, and get AI-powered insights in one clean dashboard.

[SP]Portfolio
Total Value
$24,580
Today
+$342 (+1.4%)
Holdings
8 stocks
A
AAPL
12 shares
$2,148
+2.3%
N
NVDA
8 shares
$7,240
+4.1%
G
GOOGL
15 shares
$2,625
-0.8%

How it works

1

Add your holdings

Enter your stock purchases - ticker, quantity, and price. That's all we need.

2

Get insights

AI analyzes your portfolio composition, risk level, and market conditions.

3

Act on alerts

Receive notifications when it's a good time to rebalance or take profits.

Ask anything about your portfolio

No need to decipher complex charts. Just ask in plain language.

StockPolly AI

Should I sell some NVDA? It's up 40% since I bought it.

NVDA makes up 29% of your portfolio now - that's concentrated.

Consider taking some profits. Selling 3 shares (~$2,700) would:

  • +Lock in ~$800 gains
  • +Reduce NVDA to 22% of portfolio
  • +Free up cash for other opportunities

What about tax implications?

You bought those shares 8 months ago, so they're still short-term gains (taxed as income).

If you wait 4 more months, they become long-term gains with lower tax rates. Your call - but the concentration risk is real now.

Ask about your portfolio...

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  • +Up to 10 stocks
  • +Basic portfolio view
  • +Weekly insights
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