Calculator Guide
Review the individual and group portfolio flows screen by screen.
Screen 1
Open guide and empty state
Review the individual portfolio flow even when no portfolio exists or data is still loading.
Screen 2
Start individual portfolio creation
Enter a portfolio name and start from a preset or direct ticker search.
Screen 3
Choose recommended preset
Use a recommended preset to quickly fill tickers and target weights.
Screen 4
Search ETFs and stocks manually
Search and add the ETFs or stocks you want manually.
Screen 5
Set target weights to 100%
Make sure target weights total 100% for accurate calculations.
Screen 6
Select individual portfolio
Choose the exact individual portfolio to calculate from the top selector.
Screen 7
Enter operating cash
Separate cash available for rebalancing from cash you want to keep aside.
Screen 8
Enter shares and cost basis
Enter share counts and average cost basis to calculate current weights.
Screen 9
Adjust targets and cash reserve
Use sliders, locks, and cash reserve to tune the target allocation.
Screen 10
Review assets and dividend summary
Review total assets, monthly dividend, and remaining cash to verify inputs.
Screen 11
Review individual buy/sell results
Check buy/sell badges, quantities, and expected remaining cash before real orders.
Screen 12
Apply individual results
After real fills, apply results to update in-app holdings and cash.
Screen 13
Open ticker detail popup
Tap a ticker card to inspect price trend, yield, expenses, holdings, and risk notes.
Screen 14
Individual asset growth projection
Project the long-term path of one selected individual portfolio.