Portfolio · Aggregate View

Position trajectory across scenarios · IRR per name · localStorage persistence
Portfolio IRR —
Total Position Value (Today)
Cost Basis · Unrealized
2030 Projected Value
Active Scenario
2035 Projected Value
Terminal Year
Aggregate IRR
Cost basis → 2035 value
Top Contributor
— of 2035
Holdings
Name Shares Cost Basis $/Sh Cost Total Today $/Sh Today Value 2030 (Active) 2035 (Active) IRR (Active)
Totals
Position Value Trajectory
Stacked by Holding · 2026 → 2035 · Active Scenario
Per-Name IRR by Scenario
Cost Basis → 2035 Value · CAGR

How This Works

Per-name model projects FCF 2026-2035 → DCF + exit-multiple terminal value → midpoint EV. Bridge to equity (subtract net debt), divide by share count → implied $/share at each year, computed as DCF of cash flows from year-T's vantage point. Multiply by your shares → position value trajectory.

Scenario chips at top right drive every model simultaneously — the trajectory above shows what your positions are worth in each year if the scenario plays out across all names. Per-stock pages let you tune individual assumptions; those overrides flow back here.

SpaceX caveat: Private-company shares are notional — defaults assume implied common-equivalent of 1.7B shares × $206 reference price (=$350B secondary mark). Adjust your "shares" entry to reflect actual exposure (direct secondaries, ARKX/Destiny Tech ETFs, etc.).

Light models (NVDA, COIN) and the deep models all share a common scenario framework — Bear / Base / Bull / Hyperbull. Deep models (TSLA, SpaceX, PLTR planned) expose more granular drivers in their per-stock pages.