Allocation (SGD)
Sector Breakdown
P&L by Position (USD)
All Open Positions
New Shares Bought
Cost Allocation (USD)
Market Valuation (USD)
Sector Allocation (Mkt Value)
US Equity Portfolio — USD
New Shares Bought
Cost Allocation (SGD)
Market Valuation (SGD)
Sector Allocation (Mkt Value)
SG Equity Portfolio — SGD
New Shares Bought
Income by Company — Gross (all time)
Annual Summary
Dividend Yield — US Holdings
Dividend History
🔮 What-If Scenario Calculator
Simulate buying or selling shares to see the impact on your portfolio✂️ Trim Planner
Plan share sales and preview the US portfolio after the trims — read-only; nothing is written to your holdingsCost Allocation After Trim (USD)
Market Valuation After Trim (USD)
Sector Allocation After Trim (Mkt Value)
SG Portfolio after allocating the proceeds
Current SG holdings plus the shares the proceeds would buyCost Allocation (SGD)
Market Valuation (SGD)
Sector Allocation (Mkt Value)
Combined portfolio — US (after trim) + SG (after allocation)
All values in SGDCost Allocation (SGD)
Market Valuation (SGD)
Sector Allocation (Mkt Value)
Currency Allocation (Mkt Value)
🔴 Exit Alerts
💹 Top-Up Candidates
DCF Valuation Signals — US Portfolio
⚖️ Portfolio Weight (SGD)
Transaction History
Add New Trade
Live Prices
Cloud Sync — Cloudflare D1
When configured, data auto-syncs on load and after each save. Garry and Wife have separate cloud portfolios under the same D1 database.
P&L Adjustments
DCF Assumptions — Global Defaults
Used by the Recommendations tab for all 2-stage DCF valuations. Applies to every US stock unless overridden.
e.g. 0.09 = 9%
e.g. 0.04 = 4%
DCF Inputs — Per Stock (US Portfolio)
Enter trailing / forward EPS and expected annual EPS growth rate for each holding. Intrinsic Value and signal update live after saving.
Growth is entered as % (e.g. 15 = 15% p.a.)
Data Management
Primary storage is your browser's localStorage (per user). Use Export to keep offline backups.