Manage multiple trades in one premium SmartCalc World dashboard. Build positions with staged buy and sell entries, compare trades side by side, simulate outcomes with Monte Carlo ranges, track tax-aware profit, watch capital concentration, and see portfolio intelligence update in real time.
Build and compare many trades together
Add, edit, duplicate, and remove trades while the platform recalculates weighted cost basis, staged exits, trade quality, and portfolio totals instantly.
See the portfolio, not just one trade
Track total invested capital, allocation, overall return, risk exposure, concentration, and drawdown pressure in one clean workspace.
Stress-test outcomes before acting
Compare scenario ladders, Monte Carlo percentile ranges, and tax-aware liquidation outcomes across the full portfolio instead of trusting one perfect exit.
Trade Builder & Manager
Workspace Controls
Formatting only. The dashboard changes symbols and grouping without exchange-rate conversion.
Use this selector to inspect one trade's scenario map while portfolio charts keep tracking the full book.
Nothing copied yet.
Platform Mode & Persistence
Beginner view keeps the editor lighter. Advanced view reveals staged exits, tax regime details, and simulation controls.
Autosave is active. Your portfolio loads again from this browser unless a shareable URL overrides it.
Fast local autosaveRisk badgesCSV import/export
Monte Carlo & Intelligence
Enable stochastic portfolio simulations for probability, drawdown, and volatility analytics.
Higher values improve stability, while lower values keep the dashboard faster on large portfolios.
More steps create smoother path and drawdown estimates.
Keep the same seed to reproduce Monte Carlo results after reloads or shared reviews.
Build a trade, save it to the dashboard, and compare it with the rest of your portfolio.
Trade Editor
Each trade can use one or many buy entries and one or many staged sell rows so partial exits, carry-forward tax effects, and open-position analytics stay realistic.
Creating New Trade
Use a short, clear label so the portfolio timeline and comparison table stay easy to scan.
100 shares
If you do not add staged sell exits, the platform uses this fallback quantity for the default exit and scenario map.
$120.00
Remaining open shares are marked to this price and scenario analysis uses it as the base exit anchor.
$0.00
$132.00
$94.00
Percentage mode treats brokerage as a rate on each buy and sell order.
0.50%
0.10%
Flat tax mode applies one rate to positive gains after any loss carry-forward offset.
15.00%
Used when holding period stays below 12 months.
Used when holding period reaches 12 months or more.
The platform uses 12 months as the default split between short-term and long-term treatment.
Simulate prior carried losses reducing taxable gains on the current trade.
0.10%
0.10%
12.00%
Buy Entries
Use one row for a simple trade or several rows to model averaging and staged entries.
Sell / Partial Exit Rows
Each exit carries its own price, quantity, and extra fixed fee so realized profit reflects staged exits instead of one perfect sale.
Saved Trades
Edit, duplicate, or remove trades. Portfolio analytics, Monte Carlo ranges, and local autosave update instantly after each change.
Portfolio Analytics
This dashboard aggregates every saved trade into one portfolio-level trading summary.
No Trades Yet
Trades
0
Saved trade count in the dashboard
Total Invested
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Allocated buy-side capital across all trades
After-Tax Liquidation Value
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Combined current liquidation value after fees, simulated tax, and dividend cash
Total Net Profit
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Bottom-line result after fees, slippage, tax, and staged exits
Overall Return %
—
Total net profit divided by total invested capital
Portfolio Risk Exposure
—
Allocation-weighted stop-loss risk across the trade book
Average Risk-Reward
—
Investment-weighted ratio across valid trade plans
Sharpe-Like Ratio
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Overall return divided by portfolio volatility estimate
Max Drawdown Estimate
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Peak-to-trough stress from scenarios or Monte Carlo simulation
Capital Concentration
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Largest single-trade allocation inside the portfolio
Worst-Case Stop Loss
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Estimated aggregate downside if every valid stop is hit
Portfolio Quality
—
Weighted read on return, cost efficiency, and drawdown discipline
Portfolio Quality Dashboard
0/ 100
Average
No portfolio loaded yetSave trades to activate comparison, allocation, and risk analytics.
Risk dashboard pendingAdd valid target and stop-loss levels to measure trade planning quality.
Allocation is balancedCapital concentration updates after each saved trade.
Scenario resilience pendingScenario analytics measure how sensitive the portfolio is to exit assumptions.
The unified trading dashboard becomes most useful once you save at least two trades and start comparing efficiency, allocation, and risk together.
Allocation alertPortfolio concentration updates after every saved trade.
Risk alertStop-loss distance and exposure badges help flag trades that carry too much downside.
Cost alertFee drag and tax treatment are monitored across the full portfolio.
Monte Carlo Intelligence
Probability-aware ranges estimate how the current portfolio may behave across many random price paths using each trade's volatility assumption.
Monte Carlo Ready
P10 Outcome
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Lower-end liquidation value outcome
P50 Outcome
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Median liquidation value across simulations
P90 Outcome
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Upper-end liquidation value outcome
Profit Probability
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Chance the full portfolio ends with positive net profit
Loss Probability
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Chance the portfolio ends below invested capital
Monte Carlo Volatility
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Dispersion of simulated portfolio returns
Average Drawdown
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Average path-level maximum drawdown
Stress Drawdown
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90th percentile drawdown across simulations
Enable Monte Carlo and save a few trades to see percentile ranges, profit probability, and drawdown estimates for the full portfolio.
Visual Dashboard
Trade Profit Distribution
Compare trade-by-trade net result so profitable and costly positions stand out quickly.
Capital Allocation View
See how much capital each trade controls inside the portfolio.
Performance Timeline
Cumulative invested capital, portfolio value, and total profit update in the order trades appear in the dashboard.
Scenario Outcome Engine
Stress-test the full portfolio across stop-loss, volatility, base, target, and stretch scenarios.
Monte Carlo Percentile Range
The shaded range highlights how portfolio value can spread across simulations, while the center line tracks the median path.
Trade Comparison Engine
Sort the trade book by invested capital, liquidation value, return, break-even, risk, fee drag, quality, and capital concentration.
Risk Dashboard
Portfolio exposure, stop-loss damage, drawdown stress, and cost efficiency help frame the health of the trade book.
Total exposure—
Portfolio risk exposure—
Average valid R:R—
Worst-case stop loss—
Average fee drag—
Sharpe-like ratio—
Selected Trade Scenario Map
Choose a trade in the workspace controls to review its scenario path.
Scenario
Quoted Exit
Actual Exit
Net Profit
Net Return %
How This Dashboard Works
Why a unified trade view matters
One trade can look attractive in isolation and still be weak inside a portfolio. This dashboard helps you compare capital concentration, fee drag, risk-reward, and downside exposure together so trade decisions stay connected to the full book instead of a single chart.
Multiple entries are handled with weighted averaging, which means staged positions can be evaluated from a realistic cost basis. Partial exits also stay grounded because bought shares, sold shares, and allocated fees are tracked together.
What the scenario engine is showing
The scenario engine creates a structured range of exits using stop-loss, volatility, current exit, target, and stretch assumptions. That makes it easier to spot trades that only work in optimistic conditions and portfolios that are too dependent on one or two strong outcomes.
The performance timeline uses the order of trades in the dashboard so you can see how invested capital, portfolio value, and cumulative profit build as the book grows.
This trading dashboard is for education and planning support only. It does not provide investment, trading, tax, or legal advice. Real market outcomes can differ because of execution timing, liquidity, taxes, exact broker pricing, dividend events, and market gaps. Use it as a decision-support tool, not as a promise of future performance.