Tool 06

Portfolio manager

Add tickers and shares, refresh market prices when available, and inspect your allocation with a dashboard-style pie chart.

Add a holding to begin. Prices stay editable if a live quote is unavailable.

Advanced research layer

Prices Stooq CSV

Free, no-key quote refresh for many US tickers and ETFs. Best for allocation math.

Fundamentals SEC company facts

Free filings data for PE-style ratios, revenue, income, shares, and balance sheet metrics once a hosted backend maps ticker to CIK.

Commercial APIs Free tiers

Alpha Vantage, EODHD, StockData, and similar APIs can add ratios/news, but usually need keys and rate-limit handling.

Total portfolio value $0 $0 estimated intraday move from refreshed quotes

Largest holding-

Top 3 weight0%

Positions0