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Your money

Bought at,
worth now

Brokers are good at telling you what something is worth today. They are strangely quiet about what you paid.

Both ends
of the trade

Every holding is drawn as a line between two points: the price you paid and the price today. A hollow marker is your cost, a solid one is now, and the distance between them is the whole story of that position.

It means a stock that has doubled and a stock that has drifted sideways look different at a glance, rather than after arithmetic. Fractional units are counted at full precision — a holding of 0.4213 shares is not rounded into something tidier, and a price of $0.011 is not rounded to zero.

How the return is calculated
COSTbought $171.55 · now $232.90 · +40.3%
NVDAbought $118.30 · now $174.20 · +47.3%
BNDbought $73.90 · now $71.05 · −3.9%
VOObought $402.10 · now $511.44 · +27.2%

How concentrated
are you, really

A portfolio of twelve holdings is not diversified if two of them are most of the money. Pocket measures the concentration rather than counting the names.

Effective holdings4.2 of 12Twelve positions, but weighted by size the portfolio behaves like about four. Derived from the Herfindahl index, not a guess.
By companyWhere the weight sitsOne position at 31% is a fact worth seeing before a bad quarter makes it obvious.
By kindStocks, funds, bonds, cashToggle between company and asset type. A fund is not double-counted as the shares inside it.

A benchmark is a comparison, not a claim that you should have bought it.

Pocket will show your return next to a broad index for the market your account sits in, and label it plainly: Pocket does not hold the index and is not suggesting you should. The comparison is context, not advice.3

See what we refuse to calculate

Connect a broker.
See both ends.

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