Performance

FIFO realized P&L · Unrealized P&L · Portfolio XIRR · 0 transactions

+ Import from JSON
Realized P&L
+$0.00
Closed & exited positions
Unrealized P&L
—
No live prices loaded
Dividends
$0.00
Income received
XIRR
Needs more cashflow history

No transactions yet.

Import a Schwab JSON export to get started.

Import from JSON

Upcoming Earnings

Key portfolio catalysts and event risk

No open holdings to display earnings for.

Decision Quality Analytics

Based on completed trade reviews — requires debriefs to unlock

Decision quality analytics will appear after you complete trade debriefs.

Each trade debrief captures outcome, execution quality, and lessons — building a feedback loop over time.

Go to Trades →