Concentration
54% technology
The example shows how one theme can explain several portfolio moves.
Holdings-based education · manual holdings
Your Portfolio
Total value
$0
Unrealized change
+$0.00
Portfolio intelligence
Founding
Read-only brokerage connection
SnapTrade is deferred. The beta does not request real brokerage credentials or sync real holdings.
Activation remains blocked until contract, privacy, security, GLBA, penetration-test, and counsel gates pass.
Manual holdings
No manual holdings yet. Add a transaction to see allocation, unrealized change, and educational context.
Cash: $0.00
Founding feature preview
Portfolio translator
Turns holdings, overlap, and scenarios into plain language so a person can understand what they own and why it moves.
How it will look
From numbers to context.
The translator takes example holdings and explains exposure, overlap, and market changes in human language.
Sample question
Why did my portfolio move today?
Translator answer
In this example, technology explains most of the move. Part of that exposure comes from individual stocks, and part already lives inside the broad ETF.
Example output
Your portfolio, explained
Overlap
VOO + AAPL + MSFT
A broad ETF can already contain companies that also appear as individual positions.
Scenario
Tech -10%
Shows the estimated educational impact without telling you what to buy or sell.
Product promise
Manual today and read-only brokerage later. Always educational, verifiable, and never investment instructions.
Manual transaction history
Scenarios use simplified assumptions and manually entered holdings. They do not predict outcomes or direct portfolio changes.