All updates
New Feature
Portfolio — Three Views, Completely Rebuilt
The Portfolio page is rebuilt with three separate tabs: your portfolio, Menno's portfolio, and a side-by-side comparison.
April 9, 2026
The Portfolio page has been rebuilt from scratch. It now has three dedicated tabs:
- My Portfolio: your holdings with an interactive value chart, portfolio health summary, and concentration alerts
- Menno's Portfolio: see Menno's current positions, allocation, and conviction levels
- Compare: put your portfolio side-by-side with Menno's to spot gaps and overlaps
Other additions: sortable holdings table, sector breakdown, and a portfolio health score that flags overconcentration.
Visit Portfolio to see the new layout.