Your personal investment dashboard — live prices, dividends, risk metrics, and smart allocation, all in one place.
💵Live prices & auto-updating values
📊Sharpe, beta, VaR & risk analytics
◕Allocation by account & class
🔒Private profile, synced to the cloud
trazo
Using estimated prices — click Refresh Prices for live data
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📈 Dashboard
📰 News
💵 Holdings
◕ Allocation
📊 Analytics
📋 Correlation
⚖ Rebalance
🎯 Financial Freedom
👋 welcome to trazo
Track your investments with live prices, dividends, risk metrics, and allocation analysis. Get started by adding your holdings — your data stays private to your account.
👀 You're viewing a sample portfolio — this isn't your data.
Portfolio Value Over Time
3M6M1YAll
Portfolio Breakdown
HoldingsSectorAccountType
Top 9 Holdings by Value
Ticker
Name
Class
Account
Shares
Price
Value
% Port
Div Yield
Beta
💵Your investments. Each row is something you own. Edit shares right in the table after you buy or sell. Tap ✎ to change any detail, or + Add Position for something new \u2014 it checks the ticker is real before saving. Columns: Div Yield = % paid in dividends, Beta = how much it swings vs the market, ER = yearly fee (ETFs only).
AllStocksETFsRetirement
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Ticker
Name
Account
Value ↕
Gain / Loss
Shares ↕
Price ↕
Div Yield
Div/Yr
Beta
ER
Class
ⓘ Prices auto-update every 5 min. ─ Beta & Div Yield update via “Refresh Fundamentals” or set manually per position. ─ Shares, name, class, account, ER, cost basis are always manual — click ✎ to edit any position.
◕Your mix. Allocation is how your money is split across types of investments (stocks, ETFs, retirement funds). A balanced mix lowers your risk. The target is your plan; the actual is where you are now. Tap a slice to see which holdings make up each category.
📊What is this? These numbers tell you how much risk you're taking and whether you're being rewarded for it. New to this? The two that matter most: Sharpe ratio (above 1.0 = good reward for your risk) and Beta (above 1.0 = swings more than the market). Each metric below has a plain-English note under it explaining what it means.
Performance Metrics
Risk Metrics
Portfolio Statistics
Income Breakdown
Risk vs. Return by Holding
Each bubble is a holding \u2014 bubble size = how much you own. Up = higher expected return; right = more risk. Holdings toward the top-left give more return for less risk. Based on estimated inputs (beta & asset class), so treat as a guide, not gospel.
Sharpe & StDev History
Portfolio Value History
* Metrics use beta-based CAPM approximations. Snapshots saved on every price refresh. History builds over time automatically.
📋What is this? Correlation shows whether your investments move together or independently. If everything you own rises and falls at the same time (high correlation), you're less protected when the market drops. Lower numbers = better diversification. Aim for a mix that doesn't all move in lockstep.
Computed from each holding's beta & asset class (works offline). Refined with AI when available.
Correlation matrix not loaded. Click the button above.
■ < 0.3 Low0.3–0.6 Medium> 0.6 High Lower average = better diversification.
⚖What is this? Over time, winners grow and your mix drifts away from your plan. Rebalancing means buying or selling to get back to your target percentages \u2014 it quietly forces you to "sell high, buy low." This shows exactly how much to move in each category to get back on track.
Asset Class
Current %
Target %
Diff
Current Value
Target Value
Action
Amount
Shows how much to move between asset classes to reach your targets. Individual stock selection is your call.
🎯 Your Path to Financial Freedom
Set goals, track your progress, and define the personal rules that keep you investing wisely. This is your money roadmap.
🗿 Net Worth Goal
🔥 Financial Independence Number
💵 Passive Income Progress
📝 My Investing Rules
Personal rules keep you disciplined when emotions run high. Tap the circle to check one off as a habit you're keeping.
🎉 Milestones
📰Headlines for your holdings. The most relevant recent news for your portfolio \u2014 ranked by how fresh it is and how much each holding affects your total. Tap any headline to read the full story.
Latest headlines for the stocks you own.
Edit Position
Used to calculate unrealized P&L
Manual override — or use Refresh Fundamentals
Manual override — or use Refresh Fundamentals
For ETFs/funds only (set once \u2014 rarely changes). Leave 0 for stocks. Auto-filled when you import via AI.
⚠ Are you sure you want to remove this position? This cannot be undone.
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Add a Past Value Point
Your value chart starts tracking from today. If you know what your portfolio was worth on an earlier date, add it here to extend the line back in time.
Edit Categories & Targets
Rename each category to whatever makes sense for you, and set your target % for each. Targets should add up to 100%.
🎯 Set Your Goals
The total portfolio value you're aiming for.
When you'd like to reach it (optional).
How much you add each month \u2014 powers the projection.
Used to calculate your Financial Independence number (25\u00d7 expenses).
⚙ Price Data Settings
Finnhub/Twelve Data give true real-time quotes and work even when you download this file. Free keys, ~30 sec to get.
Routes prices through your worker so your Finnhub key stays private. See trazo-prices-proxy.js. When set, you can clear the API key above.
Routes AI through your serverless worker so your key stays private. See trazo-ai-proxy.js for setup.
⚠ A key in public code can be misused. Prefer the proxy above. Inside Claude, leave both blank.
How to get a free key:
• Finnhub: sign up at finnhub.io → copy the API key from your dashboard. 60 calls/min free.
• Twelve Data: sign up at twelvedata.com → copy key. 800 calls/day free.
Your key is stored locally on this device only — never sent anywhere except the price provider.
Your Profile
Welcome to trazo
Create a free profile to save your portfolio and sync it across all your devices. Your data stays private to you.
⬆ Import Your Holdings
Paste your holdings in any format — a CSV export from your broker, a messy list, or even a screenshot description. The AI will parse it into a clean portfolio. Or upload a CSV file.