Account Summary prototype
Today's Portfolio Drivers
Static demo close
Jun 4, 2026
Benchmark comparison
Portfolio return versus selected benchmark
No-cost demo scope
Static, local, and website-ready
Runs from index.html with no paid APIs.
Uses simulator-backed estimates and exchange listing files.
Saves demo portfolios only in this browser.
Generated explanation
What changed and why
Ask the copilot
Question the portfolio
Holdings
Movement breakdown
| Symbol | Value | Today | Driver | Risk Flag |
|---|
Evidence
Retrieved sources
Attribution
Drivers by dollar impact
AI readiness
Grounding and safety packet
Technical grounding payload for interviews
Portfolio builder
Build, edit, and risk-check your portfolio
Add tickers manually, adjust shares or cost basis, remove holdings, then review possible risks before switching back to insights.
Current holdings
0
Add holding
Search ticker symbols
AI risk review
Possible risks to review
Demo risk score
0/100
Add holdings to calculate a transparent score.
Manage holdings
Edit shares, cost basis, or remove a holding
| Symbol | Shares | Cost Basis | Current Value | Weight | Risk Note | Manage |
|---|
Website demo
Show the project clearly in under two minutes
Use this guided scenario to demonstrate portfolio building, listed-symbol coverage, cited AI explanations, risk review, and financial-advice guardrails.
Sample scenario
Mixed Schwab-style portfolio
SCHW
Detailed company context and financial-services risk note
TSLA
Exchange-listed symbol using basic listed-security coverage
AAPL
Detailed market driver and citation-backed explanation
BYND
Less-prominent listed ticker proving broad search coverage
BND
ETF position that adds portfolio diversification context
Live demo state
What the app will show
Top driver
--
Coverage
0%
Risk level
Review
The demo portfolio includes curated context and simulation-backed listed-symbol estimates, so the app can discuss source quality without blocking real listed tickers.
AI workflow
What your resume should highlight
1. Input
Preset, CSV, or manual holdings
2. Retrieval
Company, price, source, and listing context
3. Math
Attribution, exposure, and coverage checks
4. Explain
Depth-aware summary with citations
5. Guardrail
Blocks buy, sell, and hold advice
Export