You
+0.0%
Add your portfolio to compare
Total portfolio value
$000,000
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Return over periodPelosi: stocks bought in her filings and not sold since, sized at range midpoints. Trump: DJT stake from SEC filings.
You vs. Washington.
Returns over the selected period, using live prices.
Pelosi
+0.0%
Trump
+0.0%
+0.0%
Copying their filings
S&P 500 (VOO)
+0.0%
The benchmark
What if you copied Pelosi?
$10,000 following their filings, the day each one became public.
Copying Pelosi
$00,000
Just buying VOO
$00,000
Running the numbers…
How this is calculated
Starts with $10,000 on the member's first filing date in the past year. On each filing date, stocks they bought are added and stocks they sold are dropped, then the holdings are split equally. Trades are acted on the day they were filed, not the day she traded, since that is when the public could see them. Bonds and private assets are skipped. Options are treated as the underlying stock. No fees, taxes, or dividends. Past results don't predict future ones; not investment advice.
Smart money.
Executives buying their own stock, and what famous investors hold.
The leaderboard.
Who trades most, buys biggest, files latest, and would have paid off to follow.
Where the money sits.
Holdings by industry, weighted by current value.
Industry breakdown chart
Latest disclosures.
Congressional trades, as filed.
Your portfolio review.
Value, earnings, allocation and income, updated live.
Add your portfolio or upload a statement to see your review. Add portfolio
Your holdings.
See who in Congress trades what you own.
| Ticker | Shares | Price | Value | Cost basis | Gain / loss | Est. income/yr | Yield | Also traded by |
|---|
No holdings yet. Add your portfolio to see them here.
Watchlist
Stocks you follow but don't own. They show in the price banner, news, and the My stocks filter.
Bring any statement.
PDF, screenshot, spreadsheet, or CSV. From any broker.
Reading your file…
Your file is read in this browser. Only its text goes to the AI to find holdings, with long numbers like account numbers removed first. Nothing is stored except tickers and share counts, on this device, encrypted when you set a passcode.
Connect your broker
Sign in to Merrill or another broker through Plaid and your holdings sync automatically. Your login goes to Plaid, never to this app.
Sync across devices
Cash & yield.
What your cash earns, and what it could earn elsewhere.
$
%
Per year now
$0
Best cash-safe option
$0
Dividends.
The highest-paying stocks and funds, and ready-made portfolios.
Private markets.
Startups raising money before they go public, from SEC filings. Some are open to anyone.
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Risk.
How much each investment swings, from cash to single stocks.
How risk is measured
Volatility is how much the price swings in a typical year, from the last 12 months of daily prices. Worst drop is the biggest fall from a peak in that year. Market sensitivity (beta) is how much it tends to move when the S&P 500 moves 1%. Levels: Very low under 1% volatility (cash, T-bills), Low under 8% (most bond funds), Moderate under 20% (broad stock funds like the S&P 500), High under 35%, Very high above that (many single stocks). Past swings don't guarantee future ones.
In the news.
Headlines for your stocks, theirs, and the market.
Ask anything.
Answers use the live prices and disclosures on this page.
Sources
Get alerts.
A push notification when a new filing hits your stocks or the members you follow.
- Install ntfy, a free notification app. App Store · Google Play
- Subscribe to your private topic in the app:
- Tell the daily updater what to watch. In your GitHub repo, open Settings · Secrets and variables · Actions · Variables and add:
Add the topic under the Secrets tab (not Variables), so nobody can see it:
NTFY_TOPICThen these under Variables:ALERT_TICKERSALERT_MEMBERSPelosiALERT_SECTORS(optional)ALERT_TYPE(optional)ALERT_MIN_AMOUNT(optional)
You get a notification when a new filing matches your tickers or members. If you also set industry, type or minimum size, those must match too. Use Alert me on this in Latest disclosures to fill these in from your filters. Tickers come from your portfolio and watchlist. The check runs once a day with the filings update.
Signals.
Patterns computed from today's data.