PORTFOLIO DASHBOARD · FREE AND PUBLIC · ENGLISH AND 中文

Portfolio Dashboard

A free, public tool built to read markets top down, from macro to industries to companies, and to track every call we publish against the S&P 500.

Thirteen pages run on data from Yahoo Finance, SEC EDGAR, FRED and EIA. Start from Sonny’s real holdings as the example, or enter your own.

Opens in a new tab. No sign-up needed. If nobody has used it lately, it can take up to 30 seconds to wake up.

13pages, from the market overview to fixed income
EN · 中文one toggle switches the whole app
3value chains mapped: AI, energy and finance
15 min · 6 hnews refresh · FRED and EIA refresh

WHAT IT DOES

Thirteen pages, in five groups

Each page opens with a short note on what it shows, followed by a “How to use this page” guide.

01

Markets and news

What moved today, what is coming up, and what people are reading.

MarketsUS and Asian indexes, commodities, rates and crypto, index comparisons and US sector moves, each with the day, year-to-date and one-year change and a one-year trend line.Source: Yahoo Finance
NewsNews gathered by Yahoo Finance (Reuters, Bloomberg, CNBC and others), grouped into top stories, economy, tech, geopolitics and China, with search. Updated every 15 minutes.Source: Yahoo Finance
CalendarEconomic releases over the next few weeks with consensus, actual and prior; Fed meeting dates; and earnings dates for the companies you follow.Source: FRED · Yahoo Finance
02

Companies and industries

From the structure of a value chain down to one company’s statements.

ScreenerCompare a stock with its peers, its industry and the market; then today’s movers, a screen of US stocks by your own criteria, and a market map by sector.Source: Yahoo Finance
IndustriesValue chains for AI, energy and finance: what each layer does, how products and money flow and where the bottlenecks are, then growth, margins, valuation and profit pools for the companies along each chain.Source: Yahoo Finance
StocksReturn, volatility, Sharpe ratio and maximum drawdown for each stock, how the stocks move together, and how they hold up when the market drops.
FinancialsKey statistics, valuation against the 5- and 10-year averages, peer comparison and DuPont analysis, plus the three statements, ratios, growth and ownership.Source: Yahoo Finance · SEC EDGAR
03

Portfolios

Value a portfolio, compare it, then look for better weights.

My HoldingsSonny’s real holdings as a read-only example, or enter your own: market value, P&L and today’s move, sector and AI exposure with ETFs looked through, and the bond share and rate sensitivity.
PortfoliosPortfolios A to D side by side on return, volatility, Sharpe, drawdown, correlation with SPY and down-day capture, plus monthly returns. Set the weights yourself; cash earns the T-bill rate.
OptimizerMax Sharpe, minimum volatility and risk parity weights, with optional bond ETFs, a cap per stock, a shortfall limit and an out-of-sample test to see whether a result holds up.
04

Macro and rates

The data behind our macro calls: rates, inflation, oil, the yield curve and credit spreads.

MacroRates, inflation, oil prices and inventories from FRED and EIA, updated every 6 hours, and how your stocks and portfolios react to these factors.Source: FRED · EIA
Fixed IncomeThe Treasury yield curve, curve and credit spreads, real yields and inflation expectations, returns and rate sensitivity of common bond ETFs, and a bond calculator for price, duration and convexity.Source: FRED · Yahoo Finance
05

Research

Where the reports are published and where their calls are tracked.

ResearchSonny’s reports in three kinds: equity allocation, macro and individual stocks, each shown in full with a PDF download. Stock reports open with the price, the value and the recommendation, and track the stock after publication.

TRY IT WITH YOUR OWN PORTFOLIO

Start from ours, then use yours

  1. 1Start from the exampleMy Holdings opens on Sonny’s real holdings, valued at the latest close. They are read-only.
  2. 2Enter your ownChoose “My holdings”, type in your positions, and see market value, P&L, today’s move, sector and AI exposure, bond share and rate sensitivity.
  3. 3Compare, then optimizePut your holdings next to portfolios A to D, then run the optimizer and check the result out of sample.

BUILT ALONGSIDE THE RESEARCH

Where the dashboard meets the reports

Industry ResearchThe AI and energy value chains on our Industry page come from the dashboard’s Industries page. Equity ResearchStock reports on the dashboard’s Research page open with the price, our value and the recommendation, and track the stock after publication. Asset AllocationOur allocation work pairs with the Portfolios and Optimizer pages, where you can test weights yourself.

See it live

Free and public, in English and Chinese. Feedback is welcome at ouxi2@illinois.edu

Open the dashboard