Your portfolio. In perspective.
Four markets. One beautifully clear picture of your capital.
Current holdings only.
Converted using the displayed FX rates.
Mixed sessions · excludes FX movement
Source timestamps stay attached to each position.
Your markets
Select a market to focus your holdings.
What does covered price movement mean?
Current saved quantity × (latest price − dated comparison price). Stocks and ETFs use the prior trading session close; crypto uses an approximate 24-hour comparison from completed hourly bars. These windows differ. This is an indicative price-only sum for covered positions, not a synchronised daily portfolio return. No cash flows, FX movement, distributions or fees are included. Missing NAV history and unavailable comparisons are excluded, never treated as zero.
The wider picture
Impact, beyond the percentage.
Contributors
Detractors
Ranked by monetary impact using saved quantities and current display FX. Each row shows its comparison window; related news does not establish the cause of a move.
Where your capital sits
Your largest holdings
Are you beating the index?
The same tracked period. The same currency. Your priced holdings versus the market.
Tracked performance at a glance
Observed fixed-holdings returns. Each market uses its native currency; Combined follows the currency selector.
| Tracked basket / coverage | 24h | 7 days | 30 days | 365 days | Since start |
|---|
— means insufficient history or a gap near the requested starting point. Hover or focus a return to see exact dates. Not your realised return or an XIRR.
How this comparison works
Tracking starts with the first successful quote refresh, not your purchase date. Only positions with quantities and usable quotes at that start are included. Cash and unmatched positions are excluded; the tracked basket stays fixed. A quantity or instrument-mapping change starts a new segment, retaining the old records locally.
Each market uses its native currency. The combined comparison allocates the tracked starting value to its four references, holds those index units fixed, and converts both sides with the same dated FX rates. The currency selector changes the combined return, including FX movement. Your lifetime unrealised P&L above is a separate measure.
These are indicative price/NAV comparisons: no cash-flow-adjusted returns, separate dividends, staking rewards, trading fees, or split adjustments. Accumulating fund NAVs can include income, so comparisons with price indices are imperfect. Quotes have different market timestamps and may be delayed; they are not synchronised ticks. Coverage is frozen until the next holdings segment. Tracking runs every five minutes while the local service runs; missing observations are not backfilled.
Benchmarks: Nifty 50 price return · TWSE TAIEX · S&P 500 price return. Bitcoin is a single-asset crypto reference. Broad market references do not match every fund's investment mandate.
Positions
| Market / type | Native price | Price basis | Price trend |
|---|
What changed. What to watch.
A rule-based summary of your dated prices and linked research. No automated AI research agents.
The research desk
Portfolio observations and sourced bulletins. Evidence before explanation.
A second look. Before the next move.
Review the case. Challenge the assumptions. Give every paper proposal a budget.
Loading the decision desk…
Put a limit on the idea.
A separate new-cash scenario in USD. Your holdings and paper accounts are not changed.
The reasoning stays with the record.
Saved reviews and paper proposals retain their original dates. They are historical records, not current approvals.
What comes from Tauric and Trader?
Tauric-inspired lenses separate market data, fundamentals, news and sentiment, then compare bull and bear arguments. Here, the observations are generated by transparent local rules; no independent AI analysts or paid models have run. Trader-inspired sizing checks a cash reserve, position limits, quote age and modeled costs. A checked proposal is neither an investment recommendation nor an order.
Evidence uses the dashboard's saved quote and research files. Price reviews accept quotes up to seven days old. Paper proposal checks require quotes within 36 hours for crypto and 96 hours for equities/ETFs, in the instrument's currency. These are conservative age limits, not exchange-calendar validation. Mutual funds need a separate dealing model. US filing and tax tools have not been assumed to cover other markets.
Adapted from TauricResearch / TradingAgents ↗ and Jake Schincariol / trader-skill ↗. No broker or paid AI connection is required.
Five perspectives. Testable rules.
Open Paper Trading with expert bots →Screenshot-inspired research bots · rule-based v1 · no paid AI or live orders.
These are simplified rules from your screenshots, not the investors themselves or endorsed strategies. Each paper account starts with 10,000 in the selected market currency. One week tests operation, not long-term skill. Universe: your mapped holdings; Dalio uses a separate US ETF model. Results across different universes are not a fair league table.
Call a bot independently
Run a screen, inspect a historical test, or start a seven-day paper experiment. Missing inputs are reported explicitly.
Forward paper experiments
Recorded while the local service runs. Closed-server gaps can be marked later from daily bars; no unseen intraday executions are inferred.
Paper Trading · Expert bots
Independent paper accounts. Your real portfolio stays separate.