Portfolio Intelligence

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#001 Stock Correlation Checker Testing
Select any two of Ham's 30 stocks to see whether they tend to move together or independently. Calculated from simulated 30-day sparkline data. Useful for understanding diversification within the portfolio.
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vs
#002 Portfolio What-If Calculator Testing
Model the impact of selling shares in one stock and buying another. See how it affects theme allocation, concentration, and total portfolio value before making a trade.
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Sell shares of
Buy shares of
#003 Dividend Calendar Testing
Overview of which stocks in Ham's portfolio pay dividends, estimated yields, and projected annual income. Ex-dates shown as TBD until live API data is connected.
Dividend-Paying Holdings
Stock Name Type Mkt Value (NZD) Div Yield (est.) Est. Annual Income Next Ex-Date
Dividend yields are estimates based on trailing 12-month data. Actual yields may vary. Connect Finnhub API for real-time data.
#004 Export Portfolio Testing
Download your entire portfolio as a CSV file. Includes symbol, name, type, quantity, cost basis, market value, gain/loss, and theme allocation. Open in Excel, Google Sheets, or any spreadsheet tool.
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30 holdings + summary row