Monitor your portfolio value
See how your portfolio is performing over time with a clear view of total value and daily change.
Get actionable insights into your portfolio.
See where you’re concentrated, how you’re diversified, what’s driving returns, and where risk sits—so you can make clearer decisions.
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Forecast, yield, and performance
Project one-year value, annual dividends, and how your portfolio stacks up against the market.
Measure market risk with beta
Gauge how volatile your portfolio is relative to the market with a clear, at-a-glance beta reading.
Understand how you’re diversified
Break down exposure by sector and asset class so you know where your capital is concentrated.
Keep an eye on your top holdings
See concentration at a glance with allocation bars and analyst ratings for your largest positions.
Track top gainers and losers
Learn from your best and worst performers with ratings alongside percentage moves.
See your geographic exposure
Visualize regional diversification across markets so you stay mindful of where your risks sit.
Analyst ratings at a glance
See consensus sentiment across your holdings with a compact ratings grid.
See upside and downside for every holding
Compare current price to target price across your full holdings list—so you know where there’s room to run and where you’re overextended.
Demo
See Jashsoft in action—a walkthrough of the portfolio dashboard and key insights.