Generate diversified stock portfolios with a single click
Crunching the numbers... (fetching 5 years of data)
| Ticker | Price | Weight (%) | Shares | Cost Basis ($) | Value | Unrealized P/L | Drawdown | Project |
|---|
Create a PDF instruction letter for your brokerage.
Ask a question about this company:
GBM models stock prices using the equation: dS = ΞΌS dt + ΟS dW
β’ ΞΌ (mu): Expected annual return (drift/growth term)
β’ Ο (sigma): Volatility (random term)
β’ The vertical line marks where growth term = random term (ΞΌS dt = ΟS dW)
This calculation estimates your annual dividend income based on current dividend yields. Actual income may vary due to dividend changes, stock price fluctuations, and company policies. Dividends are typically paid quarterly and may be subject to taxes.
Based on average estimates. Adjust to fit your life.
Potential income generating trades for your top holdings (Cash Secured Puts & Covered Calls).
Scanning option chains...
| Ticker | Strategy | Action | Prem. ($) | Break Even | ROI (%) | Ann. ROI (%) |
|---|
AI-driven insights on rebalancing and new opportunities.
Analyzing portfolio...
Stocks in your portfolio with significant drawdowns or underweight allocation.
Companies not in your portfolio that might enhance diversification or returns.
No messages
Share this tool with your network!