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Total Value
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Today's Gain / Loss
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vs yesterday's close
Total Gain / Loss
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since purchase
Positions
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across sectors
Holdings
Live prices via Google Sheets · Total return since purchase
Symbol Sector Shares Live Price Market Value Today Total G/L % of Acct
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Asset Allocation
Sector Breakdown
Benchmark Comparison
Your total return vs each ETF's index
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Sector Recommendations
Portfolio gaps to explore · Updated with Claude analysis

Portfolio Audit Report

Generated —

1 — Performance Scorecard
Symbol Account Sector Total Return vs Benchmark Status
2 — Global Market Coverage
3 — Three Adjustments to Make Today
4 — Correlation & Portfolio Health
Correlation grounded in each fund's actual Morningstar sector weightings, beta, and regional exposure data.
Very High ≥0.85 High 0.70–0.84 Moderate 0.50–0.69 Low 0.30–0.49 Very Low <0.30
Checks against core principles of a market-capturing, balanced portfolio.

Portfolio Simulator

Hypothetical — does not change your real holdings or account balances

Available to Simulate (per account)
Add a Hypothetical Position
Impact on Your Combined Portfolio
Sector allocation including simulated positions
Correlation of new ETF(s) vs your current holdings
Add a position above to see correlation.
Saved Portfolios (max 2 — saved in this browser)

Simulated Portfolio Detail

Sector breakdown, estimated risk, and full correlation matrix

Sector Breakdown
SectorValue% of Portfolio
Estimated Portfolio Risk
Correlation Matrix