dividend-calendar
Dividend calendar
Every ex-dividend date of the month on one calendar, then yours: which holdings pay, in which month, and how much lands in your account.
~ $ dividend-calendar
Every tracker tells you what you own.This one tells you what it means.
Every morning it reads your positions and files a verdict: what moved, what it cost you, what is building up.
> briefing --todaymood volatile4 signals · 4 accounts
Verdict: CONCENTRATED · BIG MOVE
portfolio tension72 / 100
NVDA is 34% of your portfolio
Concentration — target ~17%, overweight +17pts
34%NVDA (−4.2%) = 68% of today's loss
Main P&L driver today
−$1,842High average correlation (0.82)
Diversification weak — your holdings move together
0.821-day VaR at 2.4%
Potential 1-day loss at 95% confidence · How value at risk works
2.4%↑ from 2.0%
Then it keeps watching, and answers back
Who pays you and when, answers in plain English, and research on every holding.
oracle
Plain-English portfolio review
Ask the Oracle how exposed you are to a sector or a single stock, and get an answer grounded in your own holdings.
~ $ oracle
research
Research every holding
Stock and ETF analysis pages, plus the 13F portfolios of top investors, so you know who else owns what you own.
~ $ research
Your spreadsheet can't tell you what changed
Same six holdings, side by side.
Typed in by hand, row by row, every single month.
One screenshot or CSV. Holdings drafted in minutes.
- Importing 3 brokers. In a spreadsheet: Hours of copy-paste, every month. In Portfolio Terminal: One screenshot or CSV, done in minutes.
- Concentration risk. In a spreadsheet: Invisible unless you build the formula. In Portfolio Terminal: Flagged automatically: low, moderate, high.
- Mistakes. In a spreadsheet: Silent. One broken cell and totals drift. In Portfolio Terminal: Nothing changes until you approve it.
- Dividend income. In a spreadsheet: Typed in by hand, payout by payout. In Portfolio Terminal: Tracked across every account in one view.
- Benchmark. In a spreadsheet: Rarely compared, never up to date. In Portfolio Terminal: Performance against the S&P 500 and MSCI World.
- Price alerts. In a spreadsheet: Not possible. In Portfolio Terminal: Notified when a holding crosses your price.
No integrations. No waiting list.
If you can open it on your screen, we can read it: a screenshot, a CSV, an Excel export or a pasted table.
What we never ask for
- ✗your broker login
- ✗an OAuth connection
- ✗your bank credentials
- ✗your broker to be on a list
What stays private
- Aggregated proof only
- Pseudonymous guests
- Scoped share links
step-by-step guides, if you want one for yours
Your first briefing is one screenshot away.
Start from a screenshot or a CSV. Your first read takes minutes.