Dashboard
Portfolio Performance
Best Performers
Worst Performers
Portfolio Analytics
Portfolio News & Sentiment
Dividend Piggy Bank
"The strongest of all warriors are these two — time and patience." — Leo Tolstoy
Portfolio Allocation
Holdings
| Asset | Qty | Cost | Total Cost |
Price
(Change)
|
Current Value
(% of total portfolio)
|
P/L
|
|---|
Click a symbol to see the analyst estimates behind its upcoming report.
Tap a day to see its earnings calls — tap a symbol there for the analyst estimates.
Upcoming Dividends & Income Estimates
Declared dividends you haven't been paid yet, plus your estimated forward income from trailing-12-month payouts.
ALL measures each asset from its purchase date — or, when no date was given, from the day it was added. Enter precise transaction dates for the most accurate analytics.
| Asset | Price | Change (1D) | Trend | Range | Volume (1D) |
|---|
| Asset | QTY | Unit Cost Basis | Last Close Price | Scenario % / Price | Hypothetical Asset Value |
|---|
Create and switch between portfolios. Each keeps its own holdings, transactions, watchlist, and target — the dashboard and every page reflect the one you select.
Welcome to CERES
Click a symbol to see the analyst estimates behind its upcoming report.
Tap a day to see its earnings calls — tap a symbol there for the analyst estimates.
Ceres.ai
Your profile is private — only you can see this page. Other members only ever see your @handle and profile picture.
Private, peer-to-peer direct messages. Each conversation is one-to-one — you only see messages sent to you, and you can clear your own history anytime.
Settings & Preferences
Color theme
Text size
Currency
Notifications
Alerts, messages, and dividends reach this device even when CERES is closed.
Your friends' portfolio invites will appear here — click an invite to enter its passkey and unlock access.
My Friends' Portfolios
Portfolios shared with you appear here. The owner sets your access level — view-only or edit — and can change or revoke it anytime.
Manage who can see your portfolio. Toggle a friend off to instantly revoke access; switch to Edit for joint portfolios (their changes then notify you).
Access settings saved.