AlphaViz

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One portfolio, on any device. The passcode is the only account.

AlphaViz

Performance from cost basis

Indexed return

Percent from cost, not price

How this return is calculated

Holdings

    Add lot

    Up to 10 holding lines on the chart, plus 1 to 3 benchmarks. Extra holdings stay in the table with the box unchecked. A second lot does not use another line.

    Benchmarks use ETF proxies (SPY, ONEQ, QQQ, IWM, IWB) and are labeled with that ticker. Not investment advice.