Search 200+ stocks, ETFs, crypto, bonds · Type ticker, name, or sector
🔍
What's this?
How to use: Search for any ticker → enter shares and your cost basis → click Buy to add to portfolio, or Track to watch without owning. Toggle "Previously held" to log a closed position for tax tracking.
Summary
$0
0 positions · $0 unrealized
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total
Q
Market Quote
Look up any ticker · Bid/Ask · Key stats · Add to portfolio
⚠ Demo prices: Connect a free Finnhub or Alpha Vantage key in ⚙ Data Settings to see real prices.
Market Headlines
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Markets
S&P 500 notches third consecutive week of gains on tech rally
+1.2%
Technology
NVIDIA reports record data center revenue in latest quarter
+4.5%
Fixed Income
Treasury yields rise on stronger-than-expected jobs report
-0.8%
Commodities
Gold ETFs see record inflows as investors seek safe havens
+2.1%
ETFs
Retail investors pour into dividend ETFs amid volatility
+0.6%
Crypto
Bitcoin holds above key support level after brief selloff
+1.8%
Healthcare
Healthcare sector outperforms on FDA approval news
+1.4%
Energy
Oil prices stabilize after OPEC+ production meeting
+0.9%
Markets
Small-cap stocks rally on improving economic outlook
+2.3%
Market news provided by Finnhub.io · For informational purposes only · Not investment advice
$
Paper Trade
Practice trading with virtual cash · No real money at risk
Buying Power
$100,000
Available cash
Equity
$0
Market value of holdings
Account Value
$100,000
Cash + equity
All-Time P&L
$0
0%
Trades
0
Total executed
How to use: Search for any asset → choose Market or Limit order → set quantity → preview cost → Submit. Practice strategies risk-free. Click Reset to restart at $100K. Your paper account is saved separately from your real portfolio.
Click Generate Plans to see three customized financial roadmaps based on your active goals — conservative, balanced, and aggressive — each with specific action steps.
Growth Simulator
Monthly contribution $500
Starting balance$10,000
Years to grow20 yrs
Annual return (%)7%
Inflation (%)2.5%
Final Value
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Contributed
—
Interest Earned
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Projection Chart
Goal Planner
Back-solve monthly contribution from target · Save as tracked goal
Enter goal details to see your required monthly contribution
What-If Scenario Planner
Model how buying or selling changes your long-term outlook
Contribution Tracker
Log contributions · Running totals · Distribution suggestions
Log every investment contribution. BellPath™ tracks your running total against your goals and suggests how to distribute new money for maximum impact.
Total Contributed
$0
This Month
$0
This Year
$0
Avg / Month
$0
Distribution Suggestion
How to allocate your next contribution for maximum impact
Date
Amount
Goal/Account
Notes
Payroll & Tax Calculator
Full paycheck breakdown · Federal + State + FICA · Pre/post-tax deductions
How to use: Enter your pay information. BellPath™ calculates exact take-home pay, all tax withholdings, and projects your annual financial picture. All data is saved locally — nothing is sent anywhere.
PAY INFORMATION
PRE-TAX DEDUCTIONS
2026 limits: 401k/403b/TSP $23,500 · SIMPLE IRA $16,500 · SEP 25% of comp
▶ SPECIAL PAY — Overtime · Night Diff · Holiday · Violationsclick to expand
POST-TAX DEDUCTIONS
EMPLOYER CONTRIBUTIONS
e.g. "4" % means employer matches 4% of your salary
Analyzing concentration, sector spread, and risk balance.
High-Growth Picks for Your Portfolio
Aggressive gainers ranked · Picks fill gaps in your sector exposure
How to use: These picks are ranked by recent price momentum and selected to diversify into sectors you're underweight in. Click any ticker to add it directly to your portfolio. Aggressive growth assets carry higher volatility — use position-sizing accordingly.
Rebalance Assistant
Exact trades to hit your target weights
Extra $/mo
How to use: Click Compute to see specific trades needed. Each row shows a recommended order type based on trade size. Click Auto-Rebalance to instantly apply all trades to your portfolio (simulated).
Total drift
—
Cumulative absolute
Trades needed
—
Buy + sell actions
Buy total
$0
Across all buys
Sell total
$0
Across all sells
Partial Rebalance Entry
Enter how much you bought or sold for each position this period
Can't rebalance the whole portfolio at once? Enter exactly what you bought (+) or sold (−) for each position. BellPath™ updates your holdings and recalculates drift.
Fee Impact Analyzer
How much an expense ratio costs you over decades
Low fee · 0.03%
$—
Vanguard-style index
Mid fee · 0.50%
$—
Typical ETF
High fee · 1.50%
$—
Active mutual fund
Lesson: A 1% fee may sound trivial, but over 30 years on a meaningful balance it can erase 30–40% of your final wealth. Always check expense ratios before buying any fund.
Compare Stocks
Side-by-side comparison · up to 12 tickers
How to use: Type any ticker and press Enter or click Add. Compare up to 12 assets across P/E, market cap, dividend yield, beta, and 1Y/5Y returns. Click ✕ on any card to remove it.
Glossary
Plain-English definitions · Hover any underlined term throughout the app
How to use this feed: The reporting engine produces a daily JSON snapshot of your portfolio including 12-month value trend, sector allocations, drift vs targets, position-level data, and active alerts. Use the Regenerate button to refresh on demand, or Download to save the JSON file. Connect it to your S3/Lambda/CRON pipeline for automated daily emails, dashboards, or compliance archives.
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T
Tax
Model sales · Capital gains impact · Harvest losses
Wash-Sale Rule: Repurchasing substantially identical securities within 30 days voids the loss deduction. Consult a licensed tax advisor before executing these trades.
G
Plan
Grow · Goals · DCA · Retirement · Dividends
Inputs
Add$500
Start$10,000
Years20 yrs
Return7.0%
Inflation2.5%
Fees0.10%
What-if
4% vs 10%
Projection
By year
Year
In
Growth
Gross
Real
Compounding Edge: The gap between 4% and 10% over 30 years on $500/month is often 3–5× your final balance. Start early, minimize fees, stay invested.
Goal Planner
Back-solve required monthly contribution from your target
How to use: Enter what you want to save toward and by when. The tool back-solves how much you need to contribute monthly. Click Save as Tracked Goal to add it to the Goals tab where you can monitor progress.
You need to invest
$—
Per month
Total contributions
$—
Out of pocket
Growth from investing
$—
Compounding magic
Reality check: If the required monthly figure looks impossible, push the time horizon out, lower the target, or raise expected return (but never assume more than 8–10% for stocks long-term).
DCA vs Lump Sum
When does DCA beat investing all at once?
Lump Sum final
$—
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DCA final
$—
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The behavioral edge: Studies show lump-sum wins ~67% of the time mathematically, but DCA wins almost 100% of the time emotionally — fewer panic sells, easier to start, smoother sleep. Re-roll the market a few times to see the dispersion of outcomes.
Retirement Readiness
Based on the 25× rule
Need to retire
$—
25× expenses
You'll have
$—
At retirement age
Gap
—
Surplus or shortfall
Readiness
—
—
BEHINDON TRACKAHEAD
Dividend Income
Projected income from your holdings · Forward 10 years
Annual income
$—
At current rate
Monthly average
$—
Estimated
Yield on cost
—%
Income ÷ basis
10-yr cumulative
$—
If reinvested
Ticker
Sh.
Yield
Annual
Monthly
5-yr Total
What-If Scenario Planner
Model how buying or selling changes your long-term outlook
How to use: Enter ticker, choose action, set shares and horizon. BellPath™ compares your current projected value vs the what-if — great for position sizing decisions.
💡 Financial Literacy Hub
Plain English investing education · Click any topic
📚 Recommended Resources
Books: The Little Book of Common Sense Investing · I Will Teach You to Be Rich · The Psychology of Money Free: Khan Academy Personal Finance · Coursera Financial Markets (Yale) · SEC.gov Investor Education · FINRA.org BellPath™ is educational only. For personalized advice consult a licensed CFP, RIA, or CPA.
DATA SETTINGS
Live Market Data
Connect a free data provider to get real prices for your portfolio.
⚠ Important disclaimers:
• Google Finance (GOOGLEFINANCE formula) is a Google Sheets-only function — it cannot be called directly from a browser app. BellPath™ uses dedicated financial APIs instead.
• Yahoo Finance has no official public API and blocks direct browser requests (CORS). Not supported.
• All API providers require your own free account and API key. BellPath™ never embeds or shares API keys.
• Free tier limits: Finnhub = 60 calls/min · Alpha Vantage = 25 calls/day
• Data may be delayed up to 15 minutes depending on provider and exchange licensing.
• Not real-time exchange data for trading. For educational use only.
Free at finnhub.io/register · No credit card · 60 calls/min · US stocks, ETFs, crypto · CORS-enabled ✓
Free at alphavantage.co · 25 calls/day free · Portfolio of 25 tickers maximum on free tier
How it works: When you click "Refresh All Prices," BellPath™ fetches the current price for each ticker in your portfolio from your chosen provider. Prices update in your holdings, value card, charts, and daily feed. API keys are stored only in your browser's localStorage and never sent anywhere except directly to the data provider.
🤖 AI Assistant (Optional)
Connect Claude, GPT, Gemini, or Perplexity for the AI coach. Your key stays on your device.
