Portfolio analysis
Just enter the stocks you own (or are considering) and the number of shares to see P/L, dividends, risk, concentration and projections for the whole portfolio.
What portfolio analysis does
A brokerage app shows gains and losses stock by stock, but it’s hard to see what kind of mix you hold overall. Just enter your stocks and share counts here to see total P/L and expected dividends, plus volatility, concentration in particular stocks or sectors, and where steady saving could take you — all on one screen.
See your whole portfolio at a glance
Enter holdings spread across several brokerage accounts in one place to total market value, unrealized gains and annual dividends in both yen and dollars. Even without your cost per share, it can be derived from the gain/loss shown by your broker.
Spot hidden concentration
Even when you pick stocks separately, they are often concentrated in the same sector or in stocks that move together. S&P500 — compare your mix with its composition to see objectively where your assets are concentrated.
Put numbers on downside risk
See how much it tends to swing and its largest past drawdown, so you can picture how much it might move in rough markets.
Picture your future dividends and savings
See how much dividend income may arrive in which months, and how much monthly saving could grow to in 10 years · in 20 years — with good and bad cases.
No sign-up needed. What you enter is saved in your browser; only if you sign in is it saved on our server so you can use it across devices (we don’t store your name or email). Figures are calculations based on past data; they don’t guarantee future results or recommend any stock or allocation.
Holdings
Enter the share count shown in your brokerage app and either the cost per share or the gain/loss. For stocks you haven’t bought yet, you can enter an amount (¥) to compare.
No stocks yet. Add one with the search box above, or tap “Add to portfolio” on a stock page.
Concentration check
Facts only; not a recommendation of any allocationChecks whether your portfolio is concentrated in particular stocks or sectors, compared with theS&P500’s composition. Concentration isn’t bad in itself, but knowing where your assets lean helps you stay calm when markets change.
Sector mix (vs. S&P500)
ETFs are allocated by their sector weights.
Other breakdowns
History and 10-year projection
5 years ago: how your current holdings would have done since then, and a 10-year projection. S&P500.
Calculated with dividends reinvested (total return). Assumes you held today’s weights in the past; not a promise of future results.
Expected dividends
Estimated from the past 12 monthsEstimates the dividends you may receive over the next 12 months, by month, based on the past year’s payments. See which months are heavy and how much remains after tax.
After-tax amounts are rough estimates for Japanese investors: taxable account = 10% US + 20.315% Japan; NISA = 10% US only (foreign tax credits not considered).
Risk
Shows how much this portfolio tends to swing, based on past price moves. Higher numbers mean bigger declines are likely when markets move sharply.
Correlation between stocks (past 1Y)
Closer to 1 means the stocks move together; closer to 0 means little relationship. If your stocks all move the same way, diversification does less.
Savings simulator
If you keep investing in the same stocks and weightsEstimates how much regular monthly saving could grow to. Results are shown as a range between good and bad markets rather than a single number, to help you judge whether a goal is within reach and how much variation to expect.
The range is based on 2,000 simulated paths using this portfolio’s past volatility (Monte Carlo). Dividends are reinvested; taxes, fees and currency moves are not included. Results are not guaranteed.