Generate diversified stock portfolios with a single click (almost a single click).
Total: 100%
Weights by sector based on current portfolio allocation.
Choose how to build your portfolio.
Adjust the parameters below to generate a tailored portfolio from one sector.
Set the percentage for each sector (total will be normalized to 100%).
Total: 0%
Add tickers one at a time to build your portfolio.
| Ticker | Price | Weight (%) | Shares | Cost Basis ($) | Value | Unrealized P/L | Drawdown |
|---|
Enter a ticker symbol to add to your portfolio.
Create a PDF instruction letter for your brokerage.
Missing cost basis values
You are limited to 2 user portfolios at the moment. If you want more, send a message to your account manager - ndevnani
Paste JSON below or choose a file. Expected format: {"allocation": [{"ticker": "AAPL", "weight": 10}, ...], "name": "...", ...}
Changing the total investment amount will automatically adjust the number of shares for each holding based on the current allocation percentages.
What will change:
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Past performance is not indicative of future results.
The historical performance data shown in this chart represents past market performance and is provided for informational purposes only. Past performance does not guarantee future results.
Investment returns and principal values will fluctuate, and you may experience gains or losses when you sell your investments. All investments carry risk, including the potential loss of principal.
Before making any investment decisions, please consult with a qualified financial advisor and consider your own financial situation, risk tolerance, and investment objectives.
Review the recommendations below. Copy this text to send to your brokerage for discussion.
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GBM models stock prices using the equation: dS = ΞΌS dt + ΟS dW
β’ ΞΌ (mu): Expected annual return (drift/growth term)
β’ Ο (sigma): Volatility (random term)
β’ The vertical line marks where growth term = random term (ΞΌS dt = ΟS dW)
Choose a projection method to forecast your portfolio's future value
Simple growth projection with fixed CAGR and monthly contributions
Stochastic model with volatility and drift for realistic projections
Advanced simulation with regime-switching, fat tails, and jump risk
GBM models portfolio value using the equation: dS = ΞΌS dt + ΟS dW
β’ ΞΌ (mu): Expected annual return (drift/growth term)
β’ Ο (sigma): Volatility (random term)
β’ The vertical line marks where growth term = random term (ΞΌS dt = ΟS dW)
Default: 2 regimes (Normal, Stressed). Stressed regime has 1.8x volatility and 0.7x returns.
This calculation estimates your annual dividend income based on current dividend yields. Actual income may vary due to dividend changes, stock price fluctuations, and company policies. Dividends are typically paid quarterly and may be subject to taxes.
Potential income generating trades for your top holdings (Cash Secured Puts & Covered Calls).
Scanning option chains...
| Ticker | Strategy | Action | Prem. ($) | Break Even | ROI (%) | Ann. ROI (%) |
|---|
AI-driven insights on rebalancing and new opportunities.
Analyzing portfolio...
Stocks in your portfolio with significant drawdowns or underweight allocation.
Companies not in your portfolio that might enhance diversification or returns.
Select portfolios to compare their performance and risk metrics.
Select at least two portfolios to see the comparison.
| Metric |
|---|
Comparing portfolios...
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Double-click on any page (outside buttons and links) to choose Post-it or Highlighter. Post-its are notes; Highlighter lets you mark text in yellow. Annotations are kept on the page or stock/portfolio where you created them.
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Click a term to open its definition in a modal.
towerhedge.com is an experimental investment research platform. It is currently under development and will contain bugs and incorrect data during this time. It is not personalized financial advice. Consult with a qualified professional for your own personal financial and investment needs. Investing carries risks that can result in financial losses.
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For questions, feedback, or support inquiries, please reach out to us. We value your input and strive to improve the platform based on user feedback.
We respect your privacy. This platform collects minimal data necessary for functionality. We do not sell your personal information to third parties. Your portfolio data is stored securely and is only accessible to you.
By using towerhedge.com, you agree to use the platform responsibly and acknowledge that all information provided is for educational and research purposes only. This is not financial advice. Past performance does not guarantee future results.
We take security seriously. All connections are encrypted using HTTPS. Passwords are hashed and never stored in plain text. If you discover a security vulnerability, please contact us responsibly.
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Project revenue from drivers, apply margins, then use resulting FCFs in DCF.
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | |
|---|---|---|---|---|---|
| Revenue | β | β | β | β | β |
| Gross profit | β | β | β | β | β |
| EBITDA | β | β | β | β | β |
| Net income | β | β | β | β | β |
| FCF | β | β | β | β | β |
Estimate future stock price from future revenue, net margin, P/E ratio, and shares (with dilution) over a time period.
| Year | Revenue ($B) | Net income ($B) | Diluted shares (M) | EPS ($) | Est. price ($) |
|---|
Disclaimer
Investing can create losses. Past performance is not indicative of future results. This is not personalized investment advice. For that you should consult a qualified personal advisor. One rule of thumb to keep goals realistic: consider any % you can make as a % that you can lose, and do not put money at risk that you cannot afford to lose.
Investments you can investigate in this return range. (These can later be replaced with affiliate offers.)
Major life events that typically require cash planning. Use this timeline to align savings and investments with your goals.
3β6 months of expenses. Build this first; it underpins all other goals.
College, grad school, or career certifications. Plan for tuition and living costs.
Down payment, insurance, and ongoing maintenance. Consider used vs new.
Save for a down payment (often 10β20%). Factor in closing costs and moving.
Wedding, honeymoon, and merging finances. Set a budget and timeline.
Birth, childcare, and daily expenses. Start saving early for education.
Kβ12 and college. 529 plans, savings, and scholarships. Long time horizon helps.
Larger home, better location, or move for work. Plan for equity and costs.
401(k), IRA, and other savings. Match time horizon to target retirement date.
Out-of-pocket costs, insurance, and possible long-term care needs later in life.
Estate planning, gifts, and bequests. Align with your values and time horizon.
Based on average estimates. Adjust to fit your life.
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