Private Wealth Management · Canada & USA
Wealth intelligence, unified in one dashboard.
CapitalDash brings market intelligence, fund analytics, stock fundamentals and portfolio
theory into a single working surface — so portfolio managers spend less time gathering
data across Morningstar, TD Asset Management and the Wall Street Journal, and more time
structuring portfolios for high-net-worth clients.
6 modules
Working surface
20+ metrics
Risk & return analytics
2 markets
Canada · United States
Live
Alpha Vantage feed
Platform modules
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01
Overview
Portfolio value, performance vs benchmark, dividends collected, and realized & unrealized gains and losses at a glance.
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02
Models of Models
Asset allocation, GICS sector allocation, dividend & yield analysis, and Canadian tax strategies (TFSA, RRSP, FHSA).
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03
Fund Analysis
ETF comparison with CIFSC class, equity style box, ratings, MER, returns, Sharpe, Beta, Alpha, Jensen's α, R² and capture ratios.
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04
Fundamentals
Stock watchlists with dividend discount models, relative value (P/E, P/CF, P/BV, P/S) and industry life-cycle analysis.
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05
Portfolio Thesis
Benchmark your portfolio against Markowitz's Efficient Frontier, CAPM, the classic 60/40 and the Anti 60/40.
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06
Market Insights
Major indices, commodities, FX rates against CAD, top movers and laggards, plus a filtered financial news feed.
Data sources
Alpha Vantage
Morningstar
TD Asset Management
Wall Street Journal
Bank of Canada
CIFSC
Illustrative dataset shown by default. Connect an Alpha Vantage key in the sidebar for live quotes and fundamentals. Nothing on this page is financial advice.
Portfolio Overview
Portfolio dashboard · —
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.
$482,340
Portfolio Value
▲ +$8,240 today
+18.4%
1-Year Return
Benchmark: +15.2%
$9,640
Annual Income
Yield: 2.0%
0.71
Sharpe Ratio
β: 0.92 · α: +1.2%
Portfolio Performance vs Benchmark
Asset Allocation
Live
Equities
60%
Fixed Income
25%
Real Assets
10%
Alternatives
5%
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
| Ticker | Name | Weight | Price | Day Chg | 1Y Ret | Yield | MER |
|---|
Models of Modes
Asset · Sector · Dividend · Tax Strategy
Asset Mix
PortfolioEquities
60%
Fixed Income
25%
Real Assets
10%
Alternatives
5%
Risk / Return Scatter
7.2%
Exp. Return
11.4%
Std Dev
0.63
Sharpe
Fund Analysis
ETF Comparison · Risk Analytics · Morningstar Ratings
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.
| Ticker | Name | CIFSC | Style | Rating | MER ↕ | 1M ↕ | 3M ↕ | YTD | 1Y ↕ | 3Y ↕ | 5Y ↕ | Std Dev ↕ | Sharpe | Beta | Alpha | R² | ▲ Cap | ▼ Cap |
|---|
Stock Fundamentals
Watchlist · DDM · Relative Valuation · Industry Analysis
Watchlist
Portfolio Thesis
Efficient Frontier · CAPM · Benchmark Comparison
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%
Market Insights
News · Top Movers · Indices · Commodities · FX Rates
Live Feed
Major Indices
Commodities
Sector Heatmap — S&P 500
FX Rates
CAD Base
Top Movers
Market News
AI Analyst
Powered by Claude · Sentiment · Morning Brief · Metrics explained
✦ AI-powered
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.