Private wealth management · Canada & USA

Wealth intelligence, unified in one working surface.

CapitalDash brings market data, fund analytics, stock fundamentals and portfolio theory into a single view — so you spend less time gathering data across Morningstar, TD Asset Management and the financial press, and more time making decisions.

Sample portfolio value

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Cost basis (ACB)—

Unrealized gain—

Positions—

BenchmarkS&P/TSX

Six modules, one portfolio

Overview

Module 01

Portfolio value, return vs benchmark, dividend income, and realized & unrealized gains and losses at a glance.

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Models of Models

Module 02

Asset allocation, GICS sector exposure, dividend & yield, and Canadian tax strategy (TFSA, RRSP, FHSA).

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Fund Analysis

Module 03

ETF comparison with CIFSC class, style box, MER, returns, and Sharpe, Beta, Alpha, Jensen's α, R² and capture ratios.

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Fundamentals

Module 04

Stock watchlists with dividend discount models, relative value (P/E, P/CF, P/BV, P/S) and life-cycle analysis.

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Portfolio Thesis

Module 05

Benchmark your portfolio against the Efficient Frontier, CAPM, the classic 60/40 and the Anti 60/40.

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Market Insights

Module 06

Major indices, commodities, FX against CAD, top movers, and a live financial news feed.

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Data sources Alpha Vantage Finnhub Bank of Canada Morningstar CIFSC

CapitalDash

Portfolio intelligence for private wealth management

Illustrative sample portfolio; live quotes via a secure server-side proxy. Nothing on this page is financial advice.

Live data: Enter your Alpha Vantage API key in the sidebar to fetch real-time prices, fundamentals, and ETF data. Morningstar Direct Web Services requires an enterprise contract — see the Architecture Guide below.

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Portfolio Value

Cost basis: —

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Total Return (5yr)

Benchmark: S&P/TSX

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Unrealized Gain/Loss

26 positions · $10k ACB each

0.71

Sharpe Ratio

β: 0.92 · α: +1.2% (est.)

Portfolio Performance vs Benchmark

Asset Allocation

Live

Equities

60%

Fixed Income

25%

Real Assets

10%

Alternatives

Gains & Losses

Unrealized + Realized

+$52,340

Unrealized G/L

+$6,120

Realized YTD

−$8,900

Open Losses

Ticker	Cost Basis	Market Value	G/L $	G/L %

Dividend Income — Trailing 12 Months

$9,640 collected

Next payment: ENB.TO · Aug 1 Avg monthly: $803

Top Holdings

Position	Weight	Price	Cost (ACB)	Value	Gain/Loss	Return

Asset Mix

Portfolio

Risk / Return Scatter

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Total Return 5Y

11.4%

Std Dev (est.)

0.71

Sharpe (est.)

Live ETF data: Enter your Alpha Vantage API key to fetch live prices. Morningstar ratings, MER, and risk metrics are from curated data aligned with CIFSC classifications. Morningstar Direct Web Services required for full Morningstar integration.

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Ticker	Name	CIFSC	Style	Rating	MER ↕	1M ↕	3M ↕	YTD	1Y ↕	3Y ↕	5Y ↕	Std Dev ↕	Sharpe	Beta	Alpha	R²	▲ Cap	▼ Cap

Watchlist

Select a stock to view fundamentals

Markowitz Efficient Frontier

Modern Portfolio Theory

Maximize expected return for a given risk level. All Pareto-optimal portfolios lie on the frontier.

Max Sharpe

0.71

Min Variance σ

8.2%

Exp. Return

8.4%

Correlation ρ

0.34

CAPM

Capital Asset Pricing

E(R) = Rf + β(Rm − Rf). Relates expected return to systematic risk. Identifies mispriced securities vs the SML.

Risk-Free Rf

4.25%

Mkt Premium

5.80%

Portfolio β

0.92

CAPM E(R)

9.58%

60/40 Portfolio

Traditional Balanced

60% equities / 40% bonds. Bonds act as equity hedge in downturns. Tested over 80+ years of market cycles.

Hist. Return

8.1%

Max Drawdown

−21%

Std Dev σ

10.3%

Sharpe

0.59

Anti 60/40

Alternative Balanced

60% alternatives / real assets + 40% equities. Inflation-hedged, low correlation. Built for stagflation environments.

Inflation Hedge

High

Correlation ρ

0.21

Avg Return

7.4%

Volatility σ

13.1%

Efficient Frontier — Risk vs Return

Expected Returns vs Benchmarks

CAPM Security Market Line & Portfolio Positioning

Risk-Free Rate (Rf)

4.25%

Market Return E(Rm)

10.05%

Market Risk Premium

5.80%

Portfolio β

0.92

CAPM E(R)

9.58%

Actual Portfolio Return

10.78%

Jensen's Alpha (α)

+1.20%

Major Indices

Commodities

Sector Heatmap — S&P 500

FX Rates

CAD Base

Top Movers

Market News

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AI Analyst — próximamente

El analista con IA está diseñado e integrado en la arquitectura. En una próxima versión generará un resumen ejecutivo de la cartera, análisis de sentimiento de noticias por posición y explicación en lenguaje natural de las métricas de riesgo — todo a partir de los datos reales de tu cartera, con las credenciales protegidas del lado del servidor.

Portfolio Morning Brief

          Selecciona una función arriba para generar el análisis con IA.
        

Contenido generado por IA con fines informativos y educativos. No constituye asesoramiento financiero.

📋 Morning Brief

Resumen ejecutivo diario de la cartera: estado general, qué destaca hoy y qué vigilar. Como el informe de apertura de un analista.

📰 News Sentiment

Clasifica el sentimiento (positivo/neutral/negativo) de las noticias por cada posición de la cartera, con una explicación por ticker.

📊 Explain Metrics

Traduce las métricas de riesgo (Sharpe, Beta, asignación) a lenguaje natural, explicando qué implican para el perfil de la cartera.