Demo: sample holdings, real data
A sample portfolio, tracked for real
The position sizes below are made up. Everything else is live: prices from the nightly snapshot, fundamentals from each company’s SEC filings, and the actual filing feed. This is what your own portfolio looks like inside the app.
Total value
$82,981
Unrealized P/L
+69.2%
Holdings
8
Sectors
8
Holdings
| Company | Shares | Avg cost | Price | Value | P/L | Weight |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40 | $168.00 | $325.13 | $13,005 | +93.5% | 16% |
| AMZN AMAZON COM INC | 55 | $152.00 | $254.92 | $14,021 | +67.7% | 17% |
| JPM JPMORGAN CHASE & CO | 35 | $172.00 | $354.95 | $12,423 | +106.4% | 15% |
| UNH UNITEDHEALTH GROUP INC | 12 | $505.00 | $396.30 | $4,756 | -21.5% | 6% |
| XOM EXXON MOBIL CORP | 60 | $104.00 | $164.55 | $9,873 | +58.2% | 12% |
| CAT CATERPILLAR INC | 18 | $285.00 | $779.16 | $14,025 | +173.4% | 17% |
| NEE NEXTERA ENERGY INC | 90 | $71.00 | $82.93 | $7,464 | +16.8% | 9% |
| WMT Walmart Inc. | 70 | $59.00 | $105.92 | $7,414 | +79.5% | 9% |
Allocation by sector
Industrials
17%
Consumer Discretionary
17%
Technology
16%
Financials
15%
Energy
12%
Utilities
9%
Consumer Staples
9%
Healthcare
6%
What the filing feed shows for these holdings
In the app, material filings for companies you hold or watch trigger notifications automatically.
Now try it with your own tickers
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Start freeDemo holdings are fictional; prices, fundamentals, and filings are real (SEC EDGAR; prices from market data providers, snapshot may be delayed). Informational only. Not investment advice.