NetworthIQ
Portfolio Intelligence
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Total Value
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Accounts
Open Orders
Recent Trades

Portfolio Allocation

By Position
Asset Class — Equity · ETF · Cash & MMF

Equities

Cash & Money Market

Symbol Name / Account Quantity Price Market Value Day Change Cost Basis Gain / Loss % of Port

Concentration Risk (threshold 15%)

Sector Breakdown (click a sector to expand)

Winners / Losers Treemap

■ Deep green = large gain■ Deep red = large loss□ Size = market value

Cost Basis vs Market Value

Portfolio Value History

Snapshots logged on each price refresh. Data accumulates over time in localStorage.

Rebalance Helper

Set target % for each position. Deviation shows how far off you are.

Period Returns

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Total Portfolio Value
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Portfolio Identity

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Theme Concentration

Key Signals

Holdings by Theme

Retirement Plan

Market Overview

Performance Analytics

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Daily Report

Portfolio Headlines
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Things to Watch
Upcoming Earnings
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Portfolio vs Benchmarks

Drawdown from Peak

Performance Attribution — Unrealized P&L by Position

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Account Performance

Account Current Value Day Change Day % 30-Day Change % of Portfolio
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days
Using placeholder historical data — click refresh to fetch live via Claude API
gain loss
Data is the single source driving Dashboard + % Change views. Edits persist in browser localStorage.
Click column headers to sort. Use ⌕ to filter.

Account Audit — by Owner

Compare per-account positions and cash to validate totals. Grouped by Shared / Mine / Spouse.
1Paste Schwab Data

Go to your Schwab Positions page → select all text → copy → paste below. Handles Equities, ETFs, Cash & Money Market sections.

Trade History

Date Account Symbol Side Δ Qty Δ CB Avg Price Post Qty Notes

AI Supply Chain

Monitor each layer of NVIDIA's supply chain. Layer aggregate = equal-weighted return of constituents. Sort by selected range to spot rotation.
Click ↻ Refresh to load data (uses Finnhub API key).
Single source of truth: editable in Holdings view · initial seed from Schwab consolidated positions