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
$83,997
Unrealized P/L
+71.2%
Holdings
8
Sectors
8
Holdings
| Company | Shares | Avg cost | Price | Value | P/L | Weight |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40 | $168.00 | $312.66 | $12,506 | +86.1% | 15% |
| AMZN AMAZON COM INC | 55 | $152.00 | $244.16 | $13,429 | +60.6% | 16% |
| JPM JPMORGAN CHASE & CO | 35 | $172.00 | $337.72 | $11,820 | +96.3% | 14% |
| UNH UNITEDHEALTH GROUP INC | 12 | $505.00 | $417.99 | $5,016 | -17.2% | 6% |
| XOM EXXON MOBIL CORP | 60 | $104.00 | $136.44 | $8,186 | +31.2% | 10% |
| CAT CATERPILLAR INC | 18 | $285.00 | $963.53 | $17,344 | +238.1% | 21% |
| NEE NEXTERA ENERGY INC | 90 | $71.00 | $88.34 | $7,951 | +24.4% | 9% |
| WMT Walmart Inc. | 70 | $59.00 | $110.65 | $7,746 | +87.5% | 9% |
Allocation by sector
Industrials
21%
Consumer Discretionary
16%
Technology
15%
Financials
14%
Energy
10%
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.
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Start freeDemo holdings are fictional; prices, fundamentals, and filings are real (SEC EDGAR, public domain; prices from market data providers, snapshot may be delayed). Informational only — not investment advice.