Portfolio

The full picture.
Of your whole book.

Step back from individual positions. Portfolio shows you concentration, volatility, Sharpe ratio, sector breakdown, and overlap. And tells you exactly what to do about it. Rebalance targets per ticker, in plain English.

See all four tools
What you see at a glance

Four numbers.
That tell you everything.

No Bloomberg terminal. Just the metrics that actually matter for a retail portfolio.

Total value
$47,283
↗ +$1,204 today
Sharpe ratio
1.42
Good risk-adjusted return
Volatility (ann.)
18.4%
Moderate, watch concentration
Top 3 concentration
68%
Heavy, needs trimming
AI portfolio review

What Hisaab sees.
When it looks at your book.

Sector breakdown
Tech
62%
Small cap
22%
Energy
10%
Cash
6%
Overlap detected
BTC + ETH
Correlated crypto. Double exposure, 18% of book.
NVDA + PLTR + ONDS
Three AI/tech names that all correlate on risk-off days.
Hisaab's read
Action this week
Concentration is the real story. NVDA, ONDS, and PLTR carry two-thirds of the book. Trim NVDA on the next green day and redeploy into cash. The book isn't broken, it's just overexposed to a single theme.
What's working
  • PLTR thesis intact. Q1 beat validates the AI government spend narrative. Hold.
  • Cash buffer at 11% is healthy. Don't let it drop below 8%.
  • ONDS contract momentum is real. Small size, room to add on dips.
What to watch
  • NVDA is 28% of book. One bad earnings and volatility spikes. Trim to 20%.
  • BTC and ETH overlap is creating hidden concentration. Consider trimming ETH.
Rebalance targets

Ticker by ticker.
What to do with each one.

Not "rebalance your portfolio." Specific targets for each position, how much to hold, what to trim, and what to add to.

Ticker Current weight Target weight Action Reasoning
NVDA 28% 20% Trim Overweight relative to thesis. Sell on next green week.
PLTR 18% 18% Hold Thesis intact. No action needed.
ONDS 22% 25% Add Contract momentum. Add on any dip below $9.50.
ETH 12% 7% Trim Overlap with BTC. Reduce to lower correlated exposure.
SIDE 8% 8% Hold Small cap catalyst play. Conviction hold.
Cash 6% 11% Build Deploy proceeds from NVDA and ETH trim here.
Overlap detection

Double bets.
You don't always see them coming.

Three AI names that all drop together when rates spike. Two crypto assets with 0.94 correlation. Hisaab flags the hidden concentrations before they become a problem.

Crypto double bet
BTC and ETH move together 94% of the time in risk-off environments. You think you have two positions, you have one concentrated bet.
18% of book
AI/Tech concentration
NVDA, PLTR, and ONDS all sell off together when the macro narrative flips away from AI. Three tickers, one theme.
68% of book
Small cap correlation
SIDE and ONDS both behave like small-cap momentum names. When risk-off hits, they move together, regardless of sector.
30% of book
What Hisaab does
Portfolio shows you these overlaps before they hurt. Then tells you specifically which position to trim to reduce the correlated exposure.
In plain English

See your whole book clearly.

Add your positions. Portfolio runs the numbers and tells you what to do, no spreadsheets, no Bloomberg.