The dashboard · 01
A dashboard that actually tells you something.
live · recomputed on every trade
01
KPI Cards
Ten metrics recalculated on every trade — total value, invested capital, unrealized and realized gains, portfolio return, annualized return, dividends collected, commissions paid, taxes, and last-close change. Each card updates the moment a transaction is saved, so your numbers are never stale.
Total Value (USD)
$84,320.15
Cash +$1,204.50
Total Invested (USD)
$71,450.00
—
Dividends (USD)
$1,842.30
—
Commissions (USD)
$328.50
—
Taxes (USD)
$215.80
—
Unrealized Gain (USD)
$14,205.60
+19.88%
Realized Gain (USD)
$2,340.75
—
Portfolio Return
+18.42%
—
Annualized Return
+22.15%
—
Last Close (2026-04-17)
+1.83%
+$1,524.40
02
Equity curve
Your portfolio's total value plotted against invested capital over time, so you can see exactly when growth started outpacing what you put in. Switch to Performance view for time-weighted return (TWR) side-by-side with the S&P 500 — both as percentages, so size doesn't distort the comparison.
1 month+6.80%
3 months+3.82%
6 months+9.63%
Year to date+14.21%
1 year+18.42%
All time+18.42%
03
Portfolio distribution
A live donut chart that breaks your book down by individual asset or GICS sector, with a companion table showing each position's market value and weight. Toggle between Assets and Sectors to spot concentration risk before it becomes a problem.
| Asset | Value | Alloc. |
|---|---|---|
NVDA | $14.3K | 16.9% |
AAPL | $11.3K | 13.4% |
MSFT | $9.8K | 11.7% |
AMZN | $8.2K | 9.7% |
GOOGL | $7.4K | 8.8% |
META | $6.8K | 8.1% |
TSM | $5.6K | 6.7% |
AVGO | $4.8K | 5.7% |
ASML | $4.1K | 4.9% |
BRK | $3.8K | 4.5% |
JPM | $3.4K | 4.1% |
V | $2.8K | 3.4% |
04
Holdings performance
A bar chart ranking every position by today's gain or all-time return, color-coded so winners and losers are impossible to miss. Filter to Gainers, Losers, or Dividends to zero in on exactly what you want to see.
AllGainersLosersDividends
05
Period returns
Monthly, quarterly, and yearly returns for your portfolio stacked against the S&P 500 as a grouped bar chart — so up months and down months read at a glance. Switch the year range or granularity with a single tap.
TTM202620252024
Transactions · 02
Log a trade. Everything recalculates.
Three tabs — Trades, Cash, Dividends — each filterable by symbol, currency, and date. Import a CSV to seed your whole history in one go.
- TradesBuys & sells with commission and taxes
- CashDeposits & withdrawals — drives your XIRR
- DividendsTracked per ticker, per payment
The AI analyst · 03
It reads your positions, not just the tape.
leading ai models · pro + premium
φ
Portfolio memory
Auto-summarizes what the analyst learns about your style, carried across every conversation.
φ
Custom instructions
"Long-term growth, avoid speculative names." Pinned to every chat for that portfolio.
φ
Research uploads
Attach PDFs, CSVs, TXT, Markdown. The analyst reads them on demand.
φ
Bring your own key
Plug in a personal API key — usage bills direct, credit cap disabled.
01
Reads your live portfolio
Pulls value, TWR, XIRR, unrealized P&L, top holdings, and cash — in real time, from your actual transactions.
02
Per-position deep dives
Average cost, current price, market value, unrealized gain, sector, weight — for any holding you ask about.
03
Allocation & concentration
Breaks your book down by ticker and by GICS sector. Flags drift from your targets.
04
Transaction history
Filters your full trade log by ticker and date range. Answers questions like "when did I last add to NVDA?"
05
Price & OHLC history
Pulls daily price data from the cache to reason about entries, support, and volatility.
06
Benchmark comparison
Compares your returns to the S&P 500 by month, quarter, or year.
07
Live web research
Searches news, earnings reports, analyst ratings, and SEC filings when a question needs today's context.
08
Reads your uploaded files
References your research notes — PDFs, CSVs, TXT, Markdown — by name in any conversation.
How it works · 04
Four steps. No broker connection required.
I.
Create a portfolio
Pick USD or MXN as the display currency. Switch anytime.
II.
Log transactions
Add trades, deposits, withdrawals, dividends — manually or via CSV.
III.
Watch it compute
TWR, XIRR, allocation, daily return — all recalculated live.
IV.
Ask the analyst
Pro + Premium unlock AI-powered Q&A grounded in your actual book.
Pricing · 05
Start free. Grow when it matters.
USD · billed monthly
BYOK · personal Anthropic key bills direct, no credit cap
FAQ · 06
Reasonable questions.
Didn't cover it? Write to hello@fibrant.app.
No — Fibrant never touches your broker account. You enter transactions manually or by CSV import. Price data comes from Alpaca (NYSE/NASDAQ) and DataBursátil (BMV).