Build a Custom Portfolio Dashboard Using AI in Minutes
Describe your Portfolio Dashboard in plain English and create a production-ready build, from design and development to deployment, in minutes. No code needed.
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Emergent Key Features for Building a Portfolio Dashboard
Holdings from every platform consolidated, with return separated from contributions and allocation drift calculated.
Cross Platform Consolidation
Holdings from several brokers and account types are combined, so total exposure and allocation are real figures rather than an estimate.
Return Separated from Contributions
Value change is split between money added and market movement, which is the only way to judge how the portfolio actually performed.
Allocation Drift against Target
Current weights are compared with your intended allocation, with rebalancing trades calculated rather than worked out by hand.
Concentration Visibility
Exposure to a single holding, sector or currency is quantified, surfacing risk that a diversified looking account list hides.
Currency Effect Isolated
Return is split between the asset and the exchange rate, so an overseas holding is judged on its own performance rather than on a currency move.
Read Only by Design
Connections need only read access to valuations and positions, so building a full portfolio view never grants anything the ability to trade.
Portfolio Dashboard Use Cases You Can Build in Minutes
One Position across Every Platform
Holdings consolidated from every account and platform with total value, each position showing quantity, cost basis, current value, unrealised return, portfolio weight and the largest contributors to return this year.
window.awbMockup = { consolidatedHoldings: "Build a portfolio dashboard consolidating holdings across every account and platform, showing total value, each position with quantity, cost basis, current value, unrealised return in value and percentage, weight in the portfolio, and the largest contributors to overall return this year.", assetAllocation: "Build an allocation dashboard showing portfolio weight by asset class, geography, sector and currency against your target allocation, drift from target per category, the trades required to rebalance, concentration in any single holding, and how allocation has shifted over the last two years.", portfolioPerformance: "Build a performance dashboard showing portfolio return over one month, one year and since inception including and excluding contributions, comparison against a chosen benchmark, the split of value change between contributions and market movement, best and worst performing holdings, and return by account.", currencyAndContribution: "Build a portfolio dashboard separating the effect of currency movement from underlying asset performance for every holding denominated outside your base currency, showing return in local and base currency, exposure by currency, the share of total return attributable to exchange rates, and hedged against unhedged positions."};
Rebalance with the Trades Calculated for You
Portfolio weight by asset class, geography, sector and currency against your target allocation, drift per category, the trades required to rebalance, concentration in any single holding and allocation shift over two years.
window.awbMockup = { consolidatedHoldings: "Build a portfolio dashboard consolidating holdings across every account and platform, showing total value, each position with quantity, cost basis, current value, unrealised return in value and percentage, weight in the portfolio, and the largest contributors to overall return this year.", assetAllocation: "Build an allocation dashboard showing portfolio weight by asset class, geography, sector and currency against your target allocation, drift from target per category, the trades required to rebalance, concentration in any single holding, and how allocation has shifted over the last two years.", portfolioPerformance: "Build a performance dashboard showing portfolio return over one month, one year and since inception including and excluding contributions, comparison against a chosen benchmark, the split of value change between contributions and market movement, best and worst performing holdings, and return by account.", currencyAndContribution: "Build a portfolio dashboard separating the effect of currency movement from underlying asset performance for every holding denominated outside your base currency, showing return in local and base currency, exposure by currency, the share of total return attributable to exchange rates, and hedged against unhedged positions."};
Separate Your Saving from the Market
Return over one month, one year and since inception including and excluding contributions, comparison against a chosen benchmark, the split between contributions and market movement and best and worst performing holdings.
window.awbMockup = { consolidatedHoldings: "Build a portfolio dashboard consolidating holdings across every account and platform, showing total value, each position with quantity, cost basis, current value, unrealised return in value and percentage, weight in the portfolio, and the largest contributors to overall return this year.", assetAllocation: "Build an allocation dashboard showing portfolio weight by asset class, geography, sector and currency against your target allocation, drift from target per category, the trades required to rebalance, concentration in any single holding, and how allocation has shifted over the last two years.", portfolioPerformance: "Build a performance dashboard showing portfolio return over one month, one year and since inception including and excluding contributions, comparison against a chosen benchmark, the split of value change between contributions and market movement, best and worst performing holdings, and return by account.", currencyAndContribution: "Build a portfolio dashboard separating the effect of currency movement from underlying asset performance for every holding denominated outside your base currency, showing return in local and base currency, exposure by currency, the share of total return attributable to exchange rates, and hedged against unhedged positions."};
Judge Overseas Holdings on Their Own Merit
Currency movement separated from underlying asset performance for every holding outside your base currency, return in local and base currency, exposure by currency and hedged against unhedged positions.
Judge Overseas Holdings on Their Own Merit
Currency movement separated from underlying asset performance for every holding outside your base currency, return in local and base currency, exposure by currency and hedged against unhedged positions.
Build a custom portfolio dashboard in 4 simple steps
See holdings, allocation, performance and income across every account in one view, so a portfolio is assessed as a whole rather than platform by platform.
Start with total value and return, allocation across asset classes and regions, income received, contribution by holding and risk measures such as concentration. Emergent builds around the accounts and asset types you actually hold.
Link brokerage exports, a market data source and any spreadsheet where you track positions. Emergent calculates cost basis, unrealised and realised return, and refreshes valuations so performance is current.
Ask to add an account, alter a target weight, group holdings differently or add a benchmark, and the drift and return views rebuild. Your investment approach can evolve without losing history.
Publish on one private link and open it on a laptop or phone. Rebalancing and contribution decisions are made against the whole position rather than whichever platform you happened to log into.
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Why choose Emergent?
Most tools give you a demo you have to rebuild. Emergent gives you a product that is ready to run.
| Comparison | Other Tools |  |
|---|---|---|
| Built for | Demos and MVPs | Products you keep growing |
| What you get | Front end shell only | Full stack, wired end to end |
| Backend and database | Set it up yourself | Built and connected for you |
| Customization | Surface level styling | Deep workflow control |
| Integrations and APIs | Manual glue work | Connected from a prompt |
| Code ownership | Locked to the platform | Clean code you can export |
| Time to launch | Weeks of patching and setup | Live the same day |
Pick the Pricing Plan That Works for You
Choose the plan that fits your building ambitions. From weekend projects to enterprise applications, we've got you covered.
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