Click around a real portfolio
Not a video, not a screenshot tour — the actual app, signed in, with a portfolio already in it. Nothing to connect and no email required.
Read-only and shared — nothing you do saves, and the same portfolio is waiting for the next visitor.
What is in the demo
Every number is invented. It belongs to nobody, which is exactly why we can show you all of it.
An IRA worth $342,000
Nine positions: index funds, a Nasdaq tilt, a dividend fund, one big single-stock winner, and small satellites in bitcoin and gold. Enough overlap to make the X-Ray say something interesting.
A workplace 401(k) worth $118,000
Mutual funds plus two collective investment trusts with no public ticker — the exact holdings most trackers quietly drop.
A savings account worth $80,659
Opened with $5,000 and $2,000 a month at 3.00%. All cash, and it grades well — because the purpose of the money picks the rubric.
What you can and cannot do
Everything that reads is open: the dashboard, the fund X-Ray, analytics, the research library, the portfolio grade. The interactive tools work too — run the rebalancer, change the horizon on a projection, backtest an allocation — because those compute an answer without saving anything.
What is switched off is anything that would change the demo for the next person, connect a real brokerage, or spend money on AI. Those return a polite refusal rather than pretending to work. To do those things you need an account of your own, which is free.