One dashboard, the whole picture
A performance-and-income command center: value, cost, gain/loss and total return on the left, an all-time income column on the right, and a live Top & Bottom performers list anchoring the middle. Below, your balance is plotted against the S&P 500 and Nasdaq with green/red monthly-return bars — beside sector allocation and a toggleable gain-by-holding (top/bottom) and realized-gain chart.
⤢ EnlargeEvery position in a single table
One sortable, drag-to-reorder table across all your accounts — stocks, ETFs, crypto, forex, commodities and options together. Price paid, live price, value, weight, gain/loss, return, dividends, sector and 52-week range all in view. Cash sweeps to the top; the grand-total row stays pinned at the bottom.
⤢ EnlargeBreakdown, three ways
Slice your portfolio three ways: income & value by sector with current yield; value by account grouped into Tax-Advantaged vs Taxable, beside value and income diversification donuts; and target vs actual allocation that shows your drift and the exact amount to buy or trim to rebalance each sector.
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⤢ EnlargeEvery dividend, tracked and tallied
A month-by-month income matrix by ticker, a searchable payments ledger built to handle thousands of entries, and income ranked by holding — so you know exactly what's paying you, from which account, and when.
⤢ EnlargePassive-income goals that fill in
Set a yearly cash-flow target and the monthly goal is calculated for you. Bars show income received against your goal, year over year, with future years auto-grown at a rate you choose — a clear line toward the income you're building.
⤢ EnlargeCompound-growth goals with real checkpoints
Set a target return and yearly contributions, and FolioBright compounds a balance-goal curve years into the future. Each past year shows your actual contribution and return rate, with clear checkmarks for goals met — grounded in your real history, not a hypothetical.
⤢ EnlargeInstitutional-grade risk adjusted metrics
See how much return you earned for the risk you took — volatility, maximum drawdown, Sharpe and Sortino, plus beta, alpha and up/down capture versus your chosen benchmark. Every figure is measured in your home currency and against a currency-matched risk-free rate, alongside an underwater drawdown chart and a month-by-month scatter versus the benchmark.
⤢ EnlargeYour whole net worth, not just the market
Your portfolio flows in automatically — then add bank cash, real estate, vehicles and businesses, and subtract mortgages, loans and credit cards. A stacked chart traces assets, liabilities and true net worth over time, with 1M through 10Y and all-time views, so you see the full balance sheet in one place.
⤢ EnlargePolished reports, generated on your device
One click turns your data into a branded, dated PDF — portfolio summary, income, performance, realized gains, net worth and transactions. Everything renders privately in your browser; nothing is uploaded. Export your holdings or full transaction history to CSV anytime, too.
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