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
$83,587
Unrealized P/L
+70.4%
Holdings
8
Sectors
8
Holdings
| Company | Shares | Avg cost | Price | Value | P/L | Weight |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40 | $168.00 | $343.46 | $13,738 | +104.4% | 16% |
| AMZN Amazon.com, Inc. | 55 | $152.00 | $250.00 | $13,750 | +64.5% | 16% |
| JPM JPMorgan Chase & Co. | 35 | $172.00 | $339.72 | $11,890 | +97.5% | 14% |
| UNH UnitedHealth Group Inc. | 12 | $505.00 | $401.43 | $4,817 | -20.5% | 6% |
| XOM Exxon Mobil Corp. | 60 | $104.00 | $178.98 | $10,739 | +72.1% | 13% |
| CAT Caterpillar Inc. | 18 | $285.00 | $730.76 | $13,154 | +156.4% | 16% |
| NEE Nextera Energy Inc. | 90 | $71.00 | $79.80 | $7,182 | +12.4% | 9% |
| WMT Walmart Inc. | 70 | $59.00 | $118.81 | $8,317 | +101.4% | 10% |
Allocation by sector
Consumer Discretionary
16%
Technology
16%
Industrials
16%
Financials
14%
Energy
13%
Consumer Staples
10%
Utilities
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.
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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.