Free
$0 / forever
- 5 checklists / month
- 1 portfolio × 15 holdings
- Watchlist
Today
Market
Holdings
Watch
Sample snapshot · 30 Oct 2026 close · not live · not investment advice
Fear & greed
62Greed
Holdings summary
| Holding | Value | Weight | Today % | Gain / loss | Recommendation | Trend |
|---|
Top 3 of all holdings — see Holdings for the full list.
Markets · Global
Sample snapshot · 30 Oct 2026 close · not live · not investment advice
Market and currency are independent — changing one never changes the other, and neither affects other pages.
Indices by market
Cross-asset & FX
Currencies
Sectorsglobal average of six markets
Movers
Top gainers
Top decliners
Breadth detail — all six markets
Government yields — all six markets
Earnings calendar — all six markets dates illustrative
Report
Sample snapshot · 30 Oct 2026 close · not live · not investment advice
Examples:
Free quota: 0 of 5 checklists used this month (this tab only, demo).
Watchlist
Empty — save AAPL or VOO above to start one.
My holdings
Sample snapshot · 30 Oct 2026 close · not live · not investment advice
All holdings
Add / edit only in the pop-up — click a row or the ✎ icon to edit.
Private by design: holdings entered here stay in this tab only for this demo — they are not uploaded, saved or sent anywhere. Prices are the same sample snapshot as the market above (30 Oct 2026 close), shown in your chosen display currency at fixed illustrative FX rates. Not a valuation of a real account.
How the totals are calculated
Market value = shares × sample price. Gain/loss = market value − total cost. Today’s gain/loss = shares × (sample price − implied prior close from the sample day change). Holdings in GBP, CAD, AUD, SGD or HKD are converted to your chosen base currency at the fixed illustrative rates listed in Method & disclosures; production shows the FX source and date for every conversion. Weight = that holding’s converted value ÷ total converted value. “Use these weights in X-Ray” copies the weights — not the share counts — into the X-Ray, so you never re-type them.
Recommendation alerts
Pricing
USD · Cancel anytime · Renewal price shown at checkout
Pro
$12 / month$99 / year
- Unlimited checklists
- Full X-Ray
- Weekly brief & exports
- Ad-free
Plus Later
$19 / month$149 / year
- Multiple portfolios
- Dividend calendar
- Advanced exports
Admin
Demo admin · changes here are demo-only
Regions
| Region | Exchanges | Status |
|---|
Users & entitlement
| Tier | Expires | Status |
|---|
Data status
| Region | Feed | Updated | Status |
|---|
Revenue reconciliation
| Source | Item | Amount | Status |
|---|---|---|---|
| Verified | $0.00 | ||
| Pending | $0.00 | ||
Settings
Guest — temporary preview
Sign in to save settings
Up / down colours
Example · rising▲ +1.00%
Example · falling▼ −1.00%
Gain / loss+$211.97 −$84.20
Arrows and +/− signs always stay, colour is never the only signal.
Language & region
Dashboard
Where settings live
Method & disclosures
Method
- Scores
- Checklist v0.3 · valuation, health, income/fees, risk · same report for every reader
- Data
- Sample snapshot, 30 Oct 2026 close · US: SEC EDGAR · Global: licensed vendor, display licence per region · ETF holdings: issuer files
- FX
- Fixed illustrative rates in this demo · production shows source + date per conversion
- Identity
- Exchange + ticker + ISIN · overlap merged by ISIN
Disclosures
Educational information only. Not investment advice, not a personal recommendation, not an offer to buy or sell any security. UK: not a personal recommendation; UCITS funds — read the KID. AU: general information only, not personal financial advice; consider the PDS. Personalised buy/sell advice is out of scope in every region. No return promises. No backtest returns without method.
Hub · Console · Tips · Ads
Hub: finance.sweetai.work, registered in the sweet-hub-api SITES registry (demo state in this static build). Hub Console: traffic beacon + revenue reconciliation (demo log only here; see Admin). Tips: PayPal, counted only after server verification. Ads: AdSense placeholder + ads.txt; Pro is ad-free when entitlement verifies. Entitlement: unified service, server verification only — the front end never self-reports a subscription.
Sign-in (demo): production uses unified auth via sweet-hub-api — email codes reuse the proven /api/user/auth channel (D1 email_codes, VPS ielts-mail relay, Finance title whitelisted), same user as Google sign-in. This build signs in locally in this tab only.
Settings are stored with your account in the unified account service and sync across devices.