Portfolio Intelligence
Track your holdings against Stockaily's fair value, opportunity score, and risk framework.
Portfolio preview·Example data. Not linked to a real account.
Portfolio Value
$19,986.8
Cost basis: $16,598.1+20.42%
Estimated Fair Value
$21,258
+6.36%vs current value
Upside / Downside
Unrealized P/L
Weighted Opportunity
Risk Level
Medium
Value-weighted across holdings
Portfolio Growth
Value vs estimated fair value
Time-weighted returnGood
Portfolio Return
+18.70%
S&P 500 Return
+12.10%
Relative Performance
+6.60%
Performance tracking starts on 7/1/2025, the first complete portfolio snapshot available.
- Estimated Fair Value
- Portfolio Value
- S&P 500 Benchmark (Index)
Date: 7/1/2026
Portfolio Index118.70
Portfolio Value$19,701.94
S&P 500 Index112.10
S&P 500 Price112.10
Est. Fair Value$20,955.03
Portfolio since 1Y start+18.70%
S&P 500 since 1Y start+12.10%
Relative Performance+6.60%
The Performance index compares the Portfolio and the S&P 500 Benchmark. Both start at 100 at the beginning of the selected range — a value of 143 therefore means +43 % growth since the start of that range.
The S&P 500 is used as the portfolio benchmark. It is a price index and does not include reinvested dividends.
Estimated Fair Value is a model-based estimate, not a sell signal. Use it to identify where valuation risk or potential opportunity is concentrated.
Understand your entire portfolio with Stockaily.
Track performance, Fair Value, opportunity and risk across every holding.
Free account. No card required.
Understand your entire portfolio with Stockaily.
Track performance, Fair Value, opportunity and risk across every holding.
Free account. No card required.
Top Opportunity
MU+18.40%
Position with the largest upside vs estimated fair value.
Largest Valuation Risk
META3.30%
Position trading furthest above estimated fair value.
Highest Weight
MSFT27.10%
Position with the largest portfolio share.
Biggest Winner
MSFT+34.90%
Strongest unrealized return.
Biggest Loser
MU-9.50%
Largest unrealized loss.
Concentration
MSFT27.10%
Weights look broadly balanced.
| Ticker | Company | Shares | Buy Price | Current | Market Value | P/L | Weight | Fair Value | Upside | AI Score | Risk | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Microsoft Corp. | 12 | $320.1 | $432 | $5,184 | +$1,342.8(34.90%) | 27.10% | $465 | +7.60% | 74 | Low | |
 | Alphabet Inc. | 15 | $148.3 | $176.8 | $2,652 | +$427.5(19.20%) | 13.90% | $190 | +7.50% | 71 | Low | |
MSFT
Microsoft Corp.
$5,184
+$1,342.8(34.90%)Shares
12
Buy Price
$320.1
Fair Value
$465
Upside
+7.60%
AI Score
74
Risk
Low
GOOGL
Alphabet Inc.
$2,652
+$427.5(19.20%)Shares
15
Buy Price
$148.3
Fair Value
$190
Upside
+7.50%
AI Score
71
Risk
Low
Shares
Buy Price
Fair Value
Upside
AI Score
Risk
Shares
Buy Price
Fair Value
Upside
AI Score
Risk
Shares
Buy Price
Fair Value
Upside
AI Score
Risk
Shares
Buy Price
Fair Value
Upside
AI Score
Risk
Shares
Buy Price
Fair Value
Upside
AI Score
Risk
Profit / Loss breakdown
Unrealized P/L
Realized P/L
Total P/L
Closed Positions
2
AI Portfolio Review
Portfolio Intelligence · AI AssistedCachedUp to date
Updated: 1/15/2026, 9:00:00 AM
Strengths
Weaknesses
Concentration Risks
Top Opportunity
Largest Valuation Risk
Research Priorities
Confidence:
Stockaily provides educational valuation tooling and does not give investment advice.