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Private by design Multiple portfolios Evidence-led insights

Illustrative portfolio

Financial command centre

Updated now

Total position

A$486,420

+1.8% today

Invested

A$354,810

Remaining cost base

Unrealised

+A$91,604

+25.8%

Portfolio history

Value and invested capital

+18.4% YTD

5 assets

SNDK29%

MU22%

BE18%

VRT17%

Holding comparison

Five positions on a common decision surface

Top holdings

Holding

Weight

RSI 14

MACD

3 month

SNDK

29.3%

Bearish

+77.0%

22.4%

Turning

+113.5%

10.9%

Bearish

-1.2%

VRT

10.0%

Balanced

-3.6%

MRVL

9.5%

Oversold

+39.4%

Future path

A$1.24m

Projected at 55 · base scenario

TodayChange a leverAge 55

Insight signal

Review

Concentration rose while momentum weakened across two of your largest positions.

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Portfolio management and scenario-planning software. Not a broker or financial adviser.