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Portfolio Command Center v3

Drop .csv or .xlsx · Three-bucket split · Live quotes (4 sources, auto-failover) · Margin Tracker
No data loaded yet
🌱 Add Tickers
📋 Drop / Paste Robinhood data
Supported: Robinhood CSV exports (stocks/options/crypto/dividends), pasted positions table, manual ticker entry, and Robinhood .xlsx Activity Statement (auto-detects: Buy/Sell → positions + cost basis, ACH → deposits/withdrawals, CDIV/MDIV → dividends, MINT → margin interest, ROC → return-of-capital). Live data: Yahoo Finance v8 chart, TTM dividend computed from event history. Everything stays in your browser — no server, no API key, no signup.
💲 Manual Prices paste current prices if Yahoo is blocked (mobile/phone)
Auto-failover across 5 sources: direct Yahoo q2 → q1 v8 → v7 → corsproxy.io → allorigins. Plus Coinbase/CoinGecko for BTC/ETH. Manual paste below as last resort. Demo prices load 2026-06-13 closing prices from my earlier probe — instant, offline.
Total Value
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Total Cost
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Unrealized P&L
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Daily
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Weekly
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Monthly
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Annual
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Blended Yield
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NET % IN/OUT
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🏷️ Three-Bucket Breakdown
Income / CEFs + Preferred / Growth — the Tactical Yield thesis in one view
Load positions to populate.
📊 Positions — click headers to sort
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Ticker Manager Bucket Pay Rate Shares Avg Cost Price Mkt Value P&L $ P&L % Cum Div NET $ Net Pos TTM $/sh Last $ Yield YTD % Annual $ Sus
No positions loaded. Paste data, upload a .csv or .xlsx, or click Try Sample Data.
⚠️ High-Yield Watchlist
Positions with TTM yield ≥ 10%. Flagged by sustainability score.
Load positions to populate.
📈 Income Projection
If you hold current positions for 12 months at TTM pace.
Load positions to populate.
💸 Next $1K Injection Simulator
Drag the slider. Split across the NEOS §1256 suite. Watch the path to $2K/mo.
$ $1,000
Default NEOS §1256 plan loading…
🎯 NAV-Decay-Adjusted Yield
Real yield after subtracting the Return-of-Capital portion. HOOY/TSII/NVII look great on paper, less great here.
Load positions to populate.
⚠️ Return-of-Capital (ROTax) Map
Positions where the dividend is paid from your own principal. Yields look great — the math doesn't lie, it just hides NAV decay.
Load positions to populate.
🎯 Goal Path: $2K/mo by [horizon]
Projected monthly income based on your ACH history + DRIP + price-flat assumption. Adjust the horizon below.
Horizon:
Load positions to populate.
🌱 New Ticker Suggestions
High-yield CC ETFs you don't hold yet, scored on sustainability. Click "Add to Plan" to include in the $1K simulator.
Min score:
Loading candidate tickers…
🎯 Future Income Goals
Per-position shares + cash needed to hit weekly income targets.
Ticker Now $/wk Now Ratio T1 Future T1 Shares T1 Cash T2 Future T2 Shares T2 Cash
Load positions to populate.
💸 Margin Dividend Tracker
56-week rolling forecast. Edit inputs below to model margin + paycheck scenarios.
Week Portfolio Value Margin Debt Wkly Div Income Wkly Interest Net Div Cash Bi-weekly Inj Net Cash Avail Reinvested
💰 ACH + Capital Tracking
Drop transactions CSV to populate, or enter totals manually. NET % IN/OUT = (deposits − withdrawals) / current value.
NET $ IN/OUT
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NET % IN/OUT
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vs current portfolio value
Leverage Ratio
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cost − NET = margin used
📐 Scaling Table
If you invest $X/wk at the current blended weekly yield, here's what you earn.
Weekly $ Annual Contribution Year 1 Div Income Year 5 Compounded Monthly @ Yr 1
Load positions to compute blended yield.
🏗️ By Structure
Tax + yield breakdown by wrapper. Section 1256 (NEOS) preferred. REX/YieldMax 100% ROC flagged.
Structure Positions Cost Value P&L Annual $ Daily $ Weekly $ Monthly $ Yield (cost) Yield (price)
Load positions to populate.
📅 Dividends Received
CDIV + MDIV from your .xlsx, or Robinhood's dividends.csv.
Pay Date Ticker Type Amount
No dividend transactions loaded. Upload Robinhood's dividends.csv or .xlsx Activity Statement.