Track holdings, run DCF & DDM valuations, monitor allocation drift, and stay on top of IR filings — all in one place.
No bloated screeners. No subscriptions to five platforms. Just the tools that matter for fundamental analysis.
Holdings table with live value calculation, asset class tagging, and a donut chart breakdown of your positions.
Full FCFF model with terminal value (Gordon Growth perpetuity) plus a DDM mode for dividend stocks. 10-year projections discounted at your WACC.
Track intrinsic value gaps, P/E ratios, buy zones, and analyst targets. Color-coded gap badges show you instantly which stocks are cheap.
Set target weights per asset class and see exactly how far your actual allocation has drifted. Gradient bars with target markers make rebalancing visual.
Never miss an earnings call, 10-K filing, or annual report. Filter by status, see what's due soon, and keep notes on what you've read.
Easy on the eyes at any hour. Toggle between a clean light theme and a deep navy dark mode with full contrast support.
Three simple steps to get started
Enter your positions with ticker, price, and quantity. Classify each as Stock or ETF.
Use the DCF calculator with terminal value or the DDM model. Compare intrinsic value to market price.
Track allocation drift, watch for buy zones on your watchlist, and never miss an earnings release again.
We're building the hosted version with cloud sync, real-time prices, and automated alerts. Join the waitlist to be first in.
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Play with the demo — pre-loaded with sample holdings. No signup required.
Launch Demo →Disclaimer: DCFPortfolio is a personal analysis tool, not financial advice. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions. You are solely responsible for your investment decisions.