Portfolio Comparison, Sharing & History

Compare Portfolios

Compare Portfolios lets you view multiple portfolios side by side:

• Performance comparison charts
• Risk metric comparison
• Sector allocation comparison
• Holdings overlap analysis

Portfolio Sharing

Share your portfolio with others via Portfolio Sharing:

• Generate a unique share link
• Recipients can view (not edit) your portfolio
• Shared view includes holdings, allocation, and performance
• Revoke access anytime

Portfolio History

Portfolio History shows:

• Daily portfolio snapshots
• Historical value chart
• Drawdown periods
• Transaction timeline
• Performance milestones

Income Projections

Income Projections models your future dividend income:

• Based on current holdings and yields
• Adjustable growth assumptions
• DRIP reinvestment modeling
• Monthly/annual income breakdown

Retirement Planning

Retirement helps you plan for the long term:

• Set target retirement age and income needs
• Model savings contributions
• Social Security estimation
• Gap analysis and recommendations