Philippine Stock Exchange · Portfolio intelligence

Chart your portfolio.
Find your fellow investors.

Every holding mapped, every risk charted, every figure traced to your statements. Then take your place among investors whose standing is verified, never asserted. No login credentials, no stock tips.

0Credentials stored
2Plans, start free
4Rank badges, earned from your statements
N S W E

A portfolio, charted

Every holding becomes a planet — its size is your allocation. Spread out, and you're diversified. Cluster onto one planet, and you'll see it before your statement has to tell you.

One product, done properly

A verified, living view of your holdings — concentration risks and dividend gaps made visible, not buried in a PDF.

Free

Your real portfolio, verified

Start with one account built from your own broker statements. No card, no trial clock.

  • Dashboard for your COL Financial account, rebuilt from real statements with an as-of date.
  • Performance: rolling XIRR, what you put in versus what it is worth, and realized gains, losses and dividends by month.
  • Trading history with realized gains and losses and what each trade cost you in fees.
  • Dividends: forward estimate, all-time net yield and the full calendar of what is due.
  • Multi-Broker: two ledgers side by side.
  • Accumulation map for one account.
  • Community: an alias profile, the four Rankings (Capital, Trading, Dividends, Growth), joining groups, and accepting friend requests and replying to messages.
  • Search, notifications, and your data: find a stock, member or group; in-app notices; download or delete your data any time.
Premium

Every account, and the deeper view

Everything in Free, plus:

  • All accounts together or one at a time across Dashboard, Trading, Dividends, Performance and the Accumulation map.
  • Multi-Broker: every ledger plus one consolidated view.
  • Dividend deep dive: per-holding breakdown, payout frequency, a log of every payment received, and yield on cost.
  • Gains and losses by holding, realized and open.
  • Deeper Performance: XIRR next to time-weighted return, returns by month, quarter and year, a monthly heatmap, return by holding over time, and a PSEi comparison (coming once index data is loaded).
  • Accumulation tools: yield by price paid, a target price tracker and a HIFO sell simulator.
  • Portfolio reports, monthly and quarterly.
  • Alerts by email: price alerts, dividend alerts and PSE EDGE news on up to 15 stocks.
  • Friends and messages: send friend requests (up to 20 a month) and start private one-to-one chats.
  • Open your own community group (up to 5), after the group is checked.
Real statements only. Every number comes from a statement you provide, with its date. Nothing is invented to fill a gap.
Pesos and dollars stay apart. A US holding is never silently converted into pesos.
A tracking tool, not advice. ATLAS describes what happened in your portfolio. It does not tell you what to buy or sell.

Today ATLAS reads COL Financial statements. Other brokers shown in the prototype are samples, and the broker list grows one verified statement format at a time.

Coming next

US stocks, forex and crypto: tell us what to build first.

US stocks come first, from real statements and always in dollars. Forex and crypto follow later as view-only tracking. A survey, not an offer.

Dashboard

Portfolio Value Over Time

Real monthly data · Sep 2025 – Sep 2026
Total portfolio value Cumulative net deposits

Your Solar System

Holdings

5 positions — updated to the real Sep 2026 COL Financial ledger
Price alertTickerSharesAvg costLive priceMarket valueGain/LossG/L %PortfolioYield

Opportunity Screener

Color by
Circle size = market cap · Number shown = selected metric · TradingView, Oct 30, 2026 close · not live
Low P/E
High P/E

Dividend Payers by Schedule

My Watchlist 0 / 10

Price alerts and PSE EDGE news by email are part of Premium.

Nothing on your watchlist yet.

Save this search

ATLAS will watch for new stocks matching these criteria and email you when one appears — no need to keep checking manually.

Accumulation Map

Shares Accumulated by Purchase Price

Purchase Lots

Accumulation Map — real transaction data.

Multi-Broker Portfolio

Consolidated Holdings & Holdings by Source

Premium

Free shows 2 ledgers. Premium lets you track up to 4 different ledgers, then merges them into one Consolidated Holdings table and a Holdings by Source chart showing which broker holds each stock. These views are part of Premium.

Coming next

US stocks, forex and crypto: tell us what to build first.

US stocks come first, from real statements and always in dollars. Forex and crypto follow later as view-only tracking. A survey, not an offer.

Technical Analysis

Live Chart

Prices may be delayed. Chart by TradingView; not a live PSE feed. For the official quote and company disclosures, see PSE EDGE.

Loading price history…

Fundamentals

Loading fundamentals…

Performance

Performance

Time-Weighted Return YTD

How your investments have done since 1 January, with deposits and withdrawals taken out

Returns by Period

Monthly unrealized return heatmap

Return by Holding YTD

Compared with the PSEi

Your time-weighted return against the index's price level, same dates

Portfolio Reports

A real, generated summary for any month or quarter — starting value, growth, dividends, and return, all from your actual account history

Monthly and quarterly reports are a Premium feature.
Upgrade to Premium to generate one.

Performance — real transaction data.

Trading

Realized G/L
Dividends
Realized + Dividends
YTD Realized + Dividends
Orders
Volume Traded
Win Rate (Closed Sells)
Best / Worst Sell

Realized G/L + Dividends by Month · YTD

Trading History

Gains & Losses by Holding

Daily Activity

Orders grouped by trading day

Cash Activity

Deposits, withdrawals and dividends

Dividend Income

Received YTD (net)
Est. annual forward income (net)
Net yield on current value
All-time net yield (total, not per year)
All dividends received ÷ money you put in
Total received (all-time)
Net yield on cost (what you paid)
Spread (cost vs. today)
Capital recovered via dividends

Total Return by Holding

Dividend Calendar

Announcement, ex-date and payment date of each stock, from last year's real dates

Frequency Map

How your income is actually split by payout schedule — not just how many stocks pay each way

Actual vs. Estimated Dividends

Dividend Received Log

Dividend Income — net-of-tax figures. Payment months and dates come from each company's real 2025 payouts; next year's dates are projections, not confirmed.

About

Activity

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Portfolio Summary

Milestones

    Rank Progress

    Community

    ATLAS Investors Community

    For PSE investors who show their work. Verified standing, aliases only.

    • Investshare your reasoning
    • Learnask the basic questions
    • Grow togethergroups and rankings
    500

    Investor Passport

    A short assessment places you on a five-stage journey — Explorer to Portfolio Strategist — and your curriculum adapts to wherever you actually are, not a generic course everyone gets the same version of.

    Quick Assessment

    10 questions, about 3 minutes — answer honestly, there's no wrong level to land on
    1. How would you describe your investing experience?
    2. What best describes a stock dividend?
    3. What is diversification?
    4. What does a stock's P/E ratio tell you?
    5. What's your primary investing goal?
    6. If your portfolio dropped 20% in a bad month, what would you do?
    7. What does "yield on cost" mean?
    8. How do you decide how much to put into a single stock?
    9. If you don't reinvest a dividend, what happens to it?
    10. How would you describe your investment time horizon?

    Price Alert

    US stocks, forex and crypto waitlist

    Prototype: your answers are saved in this browser only. Nothing is sent anywhere until the backend exists.

    Where do you hold US stocks? (choose all that apply)
    Do you also track forex or crypto? (optional)

    Forex and crypto would be view-only tracking from your own statements, in their own currency views, and only later. This is a survey, not an offer or a recommendation.

    Log in to ATLAS

    Forgot password?
    IInvestorShown to others by alias only
    Appearance
    Plan preview prototype
    I
    Investor
    Shown to others by alias only
    Member SinceSeptember 2025
    Account SubscriptionPremium (demo)
    Primary BrokerCOL Financial

    Note: this "Account Subscription" is a preview. The Free / Premium switch in the top bar lets you preview either plan across the whole site. A real account has one subscription that applies everywhere.

    Connected Broker Accounts

    COL Financial
    Real account — statement uploaded Sep 2026
    CONNECTED
    DragonFi
    Sample account (one statement, Sep 2026)
    CONNECTED
    BPI Trade
    Sample account for this demo
    CONNECTED
    Philstocks Financial
    Sample account for this demo
    CONNECTED

    Active Alerts

    Dividend email alerts— ▾
    Price alerts— ▾
    Concentration threshold—
    Recent Disclosures ⚠ SAMPLE

    2025 dates compiled from public sources (see Dividend Calendar for sources per stock). Not a live PSE feed — announcement dates appear only where found.

    Choose when to get an email for this stock's dividends. Dates shown are last year's dates, not confirmed — exact dates need the live PSE EDGE feed.

    Which stocks pay this month, how much net, and their estimated ex-dividend and payment dates.

    Dates are estimated from typical cadence, not confirmed — see the Recent Disclosures note for the same caveat.

    Ask AtlasAvailable on every page
    ⚠ Teaching only — Atlas never tells you what to buy, sell or hold, and never predicts prices
    Hi, I'm Atlas. Ask me anything about your portfolio and what the numbers mean, in plain terms — or how to upload your statement, and I'll walk you through any error along the way. Try a question below, or type your own.