Build a Custom Stock Portfolio Dashboard Using AI in Minutes
Describe your Stock Portfolio Dashboard in plain English. Emergent handles design, development, and deployment, giving you a live build in minutes. No code needed.
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Emergent Key Features for Building a Stock Portfolio Dashboard
Lot level cost basis, forward income and concentration calculated from your own purchase history.
Lot Level Cost Basis
Each purchase is tracked separately with its date and cost, which is what makes gain calculation and tax planning accurate rather than approximate.
Forward Dividend Projection
Expected income over the next twelve months is calculated from current holdings, which matters more than historical income to anyone relying on it.
Yield on Cost against Current
Both yields are shown per position, distinguishing a holding bought cheaply from one that currently pays well.
Concentration across Accounts
Exposure to the same company through direct holdings and funds is combined, revealing overlap that account level views conceal.
Realised Position for the Tax Year
Gains and losses already crystallised are totalled with losses available to offset, so a sale decision includes its tax consequence.
Sector Drift over Time
How weights changed without any trade is shown, since a strong sector quietly becomes an unintended concentration.
Stock Portfolio Dashboard Use Cases You Can Build in Minutes
Every Holding with Its Real Cost Basis
Each holding with shares held, average cost, current price, market value, unrealised gain in value and percentage, portfolio weight and dividend yield, plus total value, overall return and the positions contributing most to gain and loss.
window.awbMockup = { equityHoldings: "Build a stock portfolio dashboard listing every holding with shares held, average cost, current price, market value, unrealised gain in value and percentage, portfolio weight, and dividend yield, with total portfolio value, overall return, and the positions contributing most to gain and loss this year.", dividendIncome: "Build a dividend dashboard showing income received by month and by holding, forward twelve month projected income from current holdings and declared rates, yield on cost against current yield per position, dividend growth per holding over three years, upcoming payment and ex dividend dates, and income concentration in the top holdings.", sectorAndConcentration: "Build an equity exposure dashboard showing portfolio weight by sector, country and market capitalisation band, positions above a concentration threshold you set, correlation between the largest holdings, exposure to a single company through several funds, and how sector weights have drifted over two years.", taxLot: "Build a tax position dashboard showing each purchase lot with date, cost, current value and gain, lots held less than a year against longer, realised gains and losses for the current tax year, losses available to offset gains, and the tax effect of selling a given position by lot selection."};
Project the Income, Not Just Report It
Income received by month and by holding, forward twelve month projected income from current holdings and declared rates, yield on cost against current yield per position, dividend growth over three years and upcoming payment dates.
window.awbMockup = { equityHoldings: "Build a stock portfolio dashboard listing every holding with shares held, average cost, current price, market value, unrealised gain in value and percentage, portfolio weight, and dividend yield, with total portfolio value, overall return, and the positions contributing most to gain and loss this year.", dividendIncome: "Build a dividend dashboard showing income received by month and by holding, forward twelve month projected income from current holdings and declared rates, yield on cost against current yield per position, dividend growth per holding over three years, upcoming payment and ex dividend dates, and income concentration in the top holdings.", sectorAndConcentration: "Build an equity exposure dashboard showing portfolio weight by sector, country and market capitalisation band, positions above a concentration threshold you set, correlation between the largest holdings, exposure to a single company through several funds, and how sector weights have drifted over two years.", taxLot: "Build a tax position dashboard showing each purchase lot with date, cost, current value and gain, lots held less than a year against longer, realised gains and losses for the current tax year, losses available to offset gains, and the tax effect of selling a given position by lot selection."};
Find the Concentration You Did Not Intend
Portfolio weight by sector, country and market capitalisation band, positions above a concentration threshold you set, correlation between the largest holdings, exposure to one company through several funds and how sector weights drifted.
window.awbMockup = { equityHoldings: "Build a stock portfolio dashboard listing every holding with shares held, average cost, current price, market value, unrealised gain in value and percentage, portfolio weight, and dividend yield, with total portfolio value, overall return, and the positions contributing most to gain and loss this year.", dividendIncome: "Build a dividend dashboard showing income received by month and by holding, forward twelve month projected income from current holdings and declared rates, yield on cost against current yield per position, dividend growth per holding over three years, upcoming payment and ex dividend dates, and income concentration in the top holdings.", sectorAndConcentration: "Build an equity exposure dashboard showing portfolio weight by sector, country and market capitalisation band, positions above a concentration threshold you set, correlation between the largest holdings, exposure to a single company through several funds, and how sector weights have drifted over two years.", taxLot: "Build a tax position dashboard showing each purchase lot with date, cost, current value and gain, lots held less than a year against longer, realised gains and losses for the current tax year, losses available to offset gains, and the tax effect of selling a given position by lot selection."};
Plan the Sale, Not Just the Trade
Each purchase lot with date, cost, current value and gain, lots held less than a year against longer, realised gains and losses for the tax year, losses available to offset and the tax effect of selling by lot selection.
Plan the Sale, Not Just the Trade
Each purchase lot with date, cost, current value and gain, lots held less than a year against longer, realised gains and losses for the tax year, losses available to offset and the tax effect of selling by lot selection.
Build a custom stock portfolio dashboard in 4 simple steps
Track equity holdings with cost basis, dividends and sector exposure, so you know your real return and where you are concentrated.
Start with position sizes and weights, cost basis and unrealised gain, dividend income received and expected, sector and geographic exposure, and realised gains for the tax year. Emergent builds around the accounts and markets you hold.
Link brokerage exports or holdings data along with a price source. Emergent tracks each purchase as its own lot with its cost and date, which is what makes tax position and true return calculable rather than estimated.
Ask to add an account, group by a different sector classification, alter a concentration threshold or change the lot matching method, and every position view rebuilds.
Deploy one private link showing your full equity position. A decision about adding or trimming is made against real weights and cost basis rather than an impression of what you hold.
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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 |
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