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 adding shares to see impact on your portfolio🔴 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.
If dashboard values look wrong or identical across users, tap Clear Cache & Re-sync to wipe local data and reload fresh from cloud.