Positions
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Portfolio Value
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Total Return
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Today's P/L
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Best Performer
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Worst Performer
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Monthly Target
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WIN RATE
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AVG HOLD
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PORTFOLIO BETA
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RISK PROFILE
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Portfolio Performance
Total Return—
vs S&P 500—
Peak Return—
Max Drawdown—
Win Rate—
Sharpe—
Sortino—
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Sector Allocation
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Daily Returns Heatmap
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Investment Calculator
Enter an amount per stock to see your projected return based on current P/L
| Stock | Ticker | P/L % | Amount to Invest | Value Today | Profit / Loss |
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| Total | — | — | — | ||
Capital Gains Calculator
Estimate your tax liability when you sell positions — pre-populated from your portfolio
Short-Term Rate
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Long-Term Rate
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Total Gross Gain / Loss
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Before tax
Short-Term Gains
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Held < 1 year · taxed as income
Long-Term Gains
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Held ≥ 1 year · preferred rate
Total Est. Tax Owed
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Federal + state
Net After-Tax Gain
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What you keep
Effective Tax Rate
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On total gains
| Stock | Ticker | Shares | Cost Basis | Hold Period | Term | Sale Price | Gross Gain | Tax Rate | Est. Tax | Net Gain |
|---|
Estimates use 2024–2025 IRS brackets. The NIIT (3.8%) is applied to long-term gains where income exceeds the threshold. State taxes use your input rate applied to all gains. Consult a tax professional for advice specific to your situation.
Dashboard
Portfolio snapshot · use the sidebar to navigate to a section
Portfolio Value
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→ View Portfolio
Total Return
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→ View Portfolio
Today's P/L
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→ View Performance
Win Rate
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→ View Performance
Positions
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→ Capital Gains
Best Performer
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→ 30-Day Forecast
30-Day Forecast
15-signal multi-factor quant model · RSI · MACD · Bollinger · Momentum · Analyst Targets · News Sentiment · Monte Carlo Simulation
⚡ Quant Model
⚙ Running model…
Fetching 90-day history · Computing 15 signals · Running 2,000 Monte Carlo paths per stock
Predictions are probabilistic estimates based on historical price patterns, technical indicators, and analyst consensus data — not guarantees of future performance. For informational purposes only.
Divisio Capital
Portfolio Intelligence Platform
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Data & Pricing
Market data is sourced from Yahoo Finance via yfinance and refreshed every 60 seconds during market hours. Prices are indicative and may be delayed.
Quant Model
The 30-day forecast uses a 15-signal multi-factor model with 2,000 Student-t Monte Carlo simulations. Predictions are probabilistic — not financial advice.
Your Data
Your portfolio is stored securely on the server, tied to your account. Each account is fully isolated — your positions are never visible to other users.
Capital Gains
Tax estimates use 2024/2025 IRS brackets. Results are for informational purposes only. Consult a qualified tax advisor before making tax decisions.
User Management
All registered accounts on Divisio Capital · visible to admin only
Total Users
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Premium
Free
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| Signed Up | Plan | Stocks | |
|---|---|---|---|
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| Ticker | Name | Live Price | Target Price | Alert | Notes |
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| Stock | Ticker | Shares | Yield | Annual/Share | Annual Income | Ex-Div Date | Frequency |
|---|
Set your total capital to deploy, then allocate it across positions by % or fixed £. See exactly how many shares to buy.
| Stock | Ticker | Live Price | Allocation % | Capital | Shares to Buy | Cost |
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AI Portfolio Report
Generated by Claude — instant analysis of your portfolio's performance,
risk concentration, and 30-day outlook.
risk concentration, and 30-day outlook.
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Click Generate Report to get an instant AI analysis of your portfolio.