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science Demo Portfolio

Your portfolio,
crystal clear.

Track dividends, benchmark performance, and make smarter investment decisions — all in one place.

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Demo Portfolio — live data, sample allocation

Total Value

$18,191.87

arrow_downward $3,637.32 YTD capital gain

Est. Income

$10.67/mo

Dividend income

Current Yield

0.70%

Annual yield

Performance

Demo Portfolio vs S&P 500
"Including dividends, this portfolio outperformed the benchmark by tracking sector-weighted dividends automatically."

Sector Breakdown (Demo)

Two-layer sunburst — inner ring = sector, outer ring = sub-sector. Tap any segment to drill in and explore concentration within a sector.

touch_app Tap a sector to see sub-sector detail

What You Get

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Real-time Portfolio Tracking

See your total value, capital gains, and dividend income update automatically whenever you refresh prices.

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Dividend Analytics

Track annual yield, monthly income, and sector-weighted dividend rates across your entire portfolio at a glance.

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Benchmark Comparison

Compare your portfolio against SPY, VYM, SCHD, or NOBL across up to 5 years — with price, +dividends, and reinvested return modes.

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Sector & Sub-sector Portfolio Engineering

An interactive two-layer sunburst chart maps every holding to its sector and sub-sector. Tap any segment to drill into sub-sector detail — spot concentration risk and engineer a diversified portfolio by design, not by accident.

How It Works

1

Create an account

Choose a username and password to get started.

2

Add your stocks

Enter each ticker, number of shares, and purchase price.

3

Charts generate automatically

Your dashboard populates with live prices, sector charts, and performance data.

4

Update prices with one click

Hit "Update Prices" any time to pull the latest market data.

Get started today

Ready to get started?

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Disclaimer: Market data is provided by yfinance and may be delayed. This platform is a portfolio visualization tool and does not constitute financial advice. Users are responsible for verifying data accuracy before making financial decisions. StockAssembler assumes no liability for individual investment outcomes.