Your Portfolio,
Crystal Clear
The MeyerTrust Portfolio Dashboard gives you a complete, real-time view of your investments. From KPI cards to interactive charts, every metric you need is one click away.
Everything you need to stay informed
Designed for investors who want clarity, not clutter.
Real-Time P&L
Track your profit and loss in real time across every position. See unrealized gains, realized gains, and daily changes at a glance.
Allocation Donut
Visualize how your portfolio is distributed across asset classes, sectors, and geographies with interactive allocation charts.
Performance Charts
Compare your portfolio performance against benchmarks like the S&P 500, NASDAQ, and custom indices over any time period.
Live Ticker Strip
A real-time scrolling ticker shows prices for your holdings and watchlist items so you never miss a market move.
Price Alerts
Set custom price alerts for any asset. Get notified the moment a stock hits your target — buy or sell.
Positions Table
A detailed breakdown of every open position: entry price, current price, quantity, market value, and P&L percentage.
See your portfolio in a new light
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