Active Portfolio
Portfolio
Update Portfolio
Portfolio Check
| TICKER | NAME | MARKET CAP | SECTOR | INDUSTRY | REVENUE TTM | NETINCOME TTM | FCF TTM | P/E | P/S | P/B | P/FCF | EV/EBITDA | TOTAL DEBT | CASH | REVENUE YoY | NETINCOME YoY | LAST PRICE | AVG COST | UNREALIZED % | 1D | 5D | RUNRATE | RUNRATE ADJ | SHARES | NOTES |
|---|
AI Watchlist Settings
Select a watchlist first to manage AI access.
Trading
Manage open orders and review what is driving your performance.
Risk Analysis
Scores
Portfolio Score
-
-
A quick read on how the portfolio currently balances diversification, quality, growth, momentum, risk, and valuation.
Strongest
-
Weakest
-
Factor Breakdown
Portfolio Composition
Exposure View
Sector mix across current holdings
Portfolio Optimization
Simulation
Efficient Frontier Setup
Configure allocation bounds
Set lower and upper weights for each holding before generating the portfolio universe. The simulator uses a dense sample size to map the frontier with enough detail.
Simulation Scale
500.000
Min/Max Allocation (%)
Every holding gets a minimum and maximum weight constraint that the optimizer must respect.
Generate Portfolios
Efficient Frontier
Optimization Snapshot
Risk / return map
Compare your current portfolio with the constrained opportunity set and see how far the frontier can push return for each unit of risk.
The efficient frontier is the set of portfolios that aims to deliver the highest expected return for a given level of risk, or the lowest risk for a target return. More on Investopedia
Current Portfolio
--
Annual return --
Lowest Frontier Risk
--
Minimum volatility along the curve
Highest Frontier Return
--
Top expected annual return discovered
Frontier Candidates
--
Efficient portfolios on the plotted frontier
Efficient frontier
Current portfolio
Additional Metrics
Valuation to Growth
Relative Positioning
Compare how your holdings sit across valuation, growth, and current position sizing.
Portfolio Rewind 1-Yr
.
Portfolio setup
Bring your first portfolio into CatCapital.
Import a broker statement in a few clicks, or start from a clean search if you are still building your watchlist. Once your holdings are in, this dashboard will track weights, performance, valuation context, and portfolio-level insights.
Trade Republic
Scalable Capital
Interactive Brokers Flex Query
Morrison Securities
Fastest path
Upload a statement or a screenshot of your holdings.
A screenshot also works when ticker or ISIN and the share count are clearly visible, so you can get started even without exporting a broker file first.
After import, your dashboard fills automatically with allocation, performance, and research overlays.
Recommended
Upload broker portfolio
Import your current holdings from a supported broker statement or upload a holdings screenshot to populate the dashboard right away.
Start Import
Explore
Stock screener
Search global stocks by valuation, growth, quality metrics, and custom KPI filters before you add new ideas to a portfolio.
Open stock screener
Funds
ETF and fund screener
Compare ETFs and funds across exposures, themes, and structure when you want to build a diversified starting allocation.
Open ETF/fund screener
1
Import holdings
Upload a supported broker statement, or use a screenshot if your positions are clearly readable.
2
Review allocation
CatCapital organizes positions, weights, and portfolio history so you can audit your exposure at a glance.
3
Research next ideas
Use the stock and ETF screeners to expand your watchlist with names that match your preferred setup.
CatCapital FZE. All rights reserved.