Portfolio Perspectives
What would Warren Buffett say? Benjamin Graham? An options seller running theta-positive spreads? A risk manager worried about correlation? Same portfolio, eight perspectives, one tab away each.
Health score, top priority actions, roll candidates, position health buckets, alerts.
Buffett owner-earnings DCF, Graham Number, Lynch PEG, Greenblatt Magic Formula. Switch lenses; rollup + holdings table re-render.
Composite 0–100 score per holding. Piotroski F-score + Altman Z-score + Sloan accrual drill-downs.
RSI, breakout state, distance to 50/200 MA, top signals. Dollars-in-active-breakout headline.
Tastytrade-style: portfolio greeks, beta-weighted delta to SPY per underlying, theta decay schedule, expiration calendar, IV distribution, scenario grid with Greek attribution, margin / BPR, pin-risk near expiry.
Risk score, concentration (HHI + effective positions), correlation heatmap, sector exposure with target weights, drawdown history, stress scenarios.
Tax-loss harvest candidates with estimated savings, days-to-LTCG progression, wash-sale flags.
Forward annual dividend income, weighted portfolio yield, per-holding yield-on-cost, payout ratio.
Every tab is built around the same idea: take the portfolio you actually own, run it through one analytical discipline, and surface both the portfolio-level rollup and the per-holding verdicts. The Value tab rolls Warren Buffett's owner-earnings DCF up to a weighted portfolio margin of safety; flip the lens and you get Benjamin Graham's defensive maximum, Peter Lynch's growth-adjusted PEG, or Joel Greenblatt's Magic Formula rank. The Quality tab blends Piotroski F-score, Altman Z-score, and Sloan accrual quality into a single 0–100 composite — sortable, with drill-downs on each component.
The Options Lab tab is what you'd build if you took the best ideas from tastytrade and thinkorswim and ran them against your portfolio. Beta-weighted delta to SPY per underlying so you see hidden directional bets. Cumulative theta over the next 7 / 14 / 30 / 60 days so you find the decay cliff. Expiration calendar bucketed by strategy type (covered call / cash-secured put / long / spread) so you spot concentration risk. A canned scenario grid (MARKET_CRASH / CORRECTION / RALLY / VOL_SPIKE) with Greek attribution on every cell. Pin-risk scan that flags any short option within 1% of strike at ≤7 DTE.
The Risk tab surfaces the correlation matrix between holdings, sector exposure with target weights, concentration (HHI + effective number of positions), and a drawdown chart. The Tax tab finds harvest candidates with estimated savings, tracks days-to-LTCG, and flags wash-sale risk. The Income tab rolls forward dividend yields to a portfolio total and shows per-holding yield-on-cost.
A tabbed view of your portfolio through eight different investing lenses. Each tab shows a portfolio-level rollup card plus a sortable per-holding verdict table — so a value investor sees their margin of safety while an options seller sees beta-weighted delta and theta decay, on the same data.
Eight: Warren Buffett owner-earnings DCF, Benjamin Graham's Graham Number, Peter Lynch's PEG ratio, Joel Greenblatt's Magic Formula, Bruce Greenwald's Earnings Power Value, reverse DCF, Dividend Discount Model, and sell-side analyst consensus. Plus a switcher inside the Value tab to flip between the four canonical "named investor" lenses (Buffett / Graham / Lynch / Magic Formula).
Most broker tools show greeks per position. Options Lab shows the portfolio aggregate: beta-weighted delta to SPY (so you see hidden directional bets), cumulative theta over the next 7/14/30/60 days (find the decay cliff), expiration calendar bucketed by strategy (CC / CSP / spread), and a pin-risk scan that flags any short option within 1% of strike at ≤7 DTE.
Yes, $5/month USD. Demo accounts (created via the homepage "Try the demo" button) get full access for free with seeded sample holdings, so you can see exactly what Pro feels like before you pay.
Fundamentals refresh every 12 hours (12 h cache on yfinance). Technicals refresh every 30 minutes. Options greeks refresh per page load. Net-worth snapshot recomputes after every broker sync.
Plaid (any US or Canadian bank + brokerage), SnapTrade (Wealthsimple, Questrade, IBKR, TD Direct Investing, RBC Direct Investing, BMO InvestorLine, CIBC, Scotia iTrade), plus CSV imports for IBKR, Questrade, Wealthsimple, BMO InvestorLine, TD Direct.
Connect your accounts. We do the rest. $5/month, cancel anytime.