Dashboard

Total Investment $0.00
Portfolio Value $0.00
Cash $0.00
My Progress
0%

Portfolio Performance

Best Performers

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Worst Performers

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Portfolio Analytics

Crunching your portfolio's analytics…

Portfolio News & Sentiment

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Dividend Piggy Bank

0.0%no target set
$0.00 last 1Y
"The strongest of all warriors are these two — time and patience." — Leo Tolstoy

Portfolio Allocation

US Economy — Live Data

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Treasury Yield Curve

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Major Indices (ETF proxies)

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Commodities

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Economic Calendar

Forex Cross Rates

Forex Heatmap

S&P 500 Heatmap

Nasdaq 100 Heatmap

Cryptocurrency Market

Holdings

Asset Qty Cost Total Cost
Price (Change)
Current Value (% of total portfolio)
P/L

Transaction Log

Earnings Calendar

MonTueWedThuFriSatSun
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Click a symbol to see the analyst estimates behind its upcoming report.

Dividends Tracker

Dividend Payments

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Watchlist

Follow any stock, crypto, or fund — your holdings join automatically, and nothing here affects your portfolio.

Scenario Analysis

Test "what if" moves: type a hypothetical % change or price for any holding and see your portfolio's value, ceteris paribus — everything else held constant.

Hypothetical Portfolio Value $0.00
P/L $0.00
Asset QTY Unit Cost Basis Last Close Price Scenario % / Price Hypothetical Asset Value

Create / Manage Portfolios

Create and switch between portfolios. Each keeps its own holdings, transactions, watchlist, and target — the dashboard and every page reflect the one you select.

Share

Invite friends by @handle. The system automatically generates a unique one-time 9-character code per recipient — you never set or see it here. Each code is delivered privately in a direct message to that recipient, visible only to the two of you, and is valid for 24 hours. You choose whether each invite grants view-only or edit access, and you can change that anytime later in Privacy Settings.

News Hub

LIVE

Welcome to CERES

Performance
What's New at CERES

Market Earnings

Upcoming earnings calls from the market's household names — the next three months.

MonTueWedThuFriSatSun
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Click a symbol to see the analyst estimates behind its upcoming report.

Ceres.ai

Coming soon... Your portfolio's AI analyst.

My Profile

Your profile is private — only you can see this page. Other members only ever see your @handle and profile picture.

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PNG, JPEG, or WebP · a square image of at least 512×512 px looks sharpest.

Inbox

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.

No conversations yet.
Your direct messages will appear here.

Settings & Preferences

Color theme

Text size

Currency

Notifications

Alerts, messages, and dividends reach this device even when CERES is closed.

Notifications

No notifications yet — you'll see alerts here when collaborators make changes or someone mentions you.

Pending Invites from Friends

Your friends' portfolio invites will appear here — click an invite to enter its passkey and unlock access.

No pending invites.

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.

No shared portfolios yet.

Privacy Settings

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).

Nobody has access to your portfolios yet — friends you invite will appear here.

Brainstorming Forum

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The Round Table

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Add Holding

Add Transaction

Leave the date blank to record it as today. Past dates are allowed — the chart and dividend history recalculate from your oldest transaction.

Add Watchlist Item

We'll notify you once when your chosen asset reaches your target price.

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News

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Adjust your picture

Drag to move. Use the sliders to zoom and rotate until the photo fills the circle.

avatar preview

Create New Portfolio

New message

Recipients

Name your group

Cash History

Portfolio Performance

Price movement

Allocation

Portfolio News & Sentiment

Metric

Earnings

Unlock shared portfolio

Enter the 9-character passkey from your inbox. Invites expire 24 hours after they are sent.

Pick your handle

This is your public username inside Ceres — other members will see you as @handle and can mention you with it. Choose once, keep forever.

Portfolio Target

0%
"He that can have patience can have what he will." — Benjamin Franklin

Analyst Estimates

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Start a Round Table

Note: Next you draft the table's Shareholder's Agreement — every article needs a stated choice. Seats can be sent the moment the draft is complete.

Shareholder's Agreement

Bring a Proposal to the Floor

Price

Propose an Article

About

Article

Shareholder's Agreement

Member

♛ Your Round Table stake

CERES User Manual

Chapter 1 — Getting started
1.01

Home

The app opens to your day: worth, the market, an open vote, and what's new.

The CERES home screen
1.02

Portfolios & the ledger

Everything in CERES grows from your transactions — holdings, cash, charts, and history all derive from one ledger. Create as many portfolios as you like; each keeps its own.

Create and manage portfolios
1.03

Recording transactions

Add Transaction records the move on the date it happened — cash math is automatic.

The Add Transaction dialog
Chapter 2 — Your money
2.01

Your dashboard

Worth, cash, progress toward your target, performance since day one — plus Sharpe, beta, and sentiment dials that open into plain-language explanations.

The dashboard
2.02

Holdings

Every position with cost, live price, value, and P/L. Prices refresh every few seconds — green on gains, red on losses.

The holdings table
2.03

Price charts

Click any price for the full chart, from five minutes to a year. Crypto trades around the clock, and so do its charts.

A full price chart
2.04

Dividends & earnings

Dividends are credited automatically for the shares you held on each payout date. The Earnings Calendar tracks your holdings' report dates; Market Earnings covers the market's big names.

The earnings calendar
2.05

Watchlist & alerts

Follow assets you don't own, set a target price, get notified the moment it's reached — in the app and on your phone.

The watchlist
Chapter 3 — Investing together
3.01

Sharing a portfolio

Invite a friend in with a one-time passkey — view-only or edit. You control access from Privacy Settings.

Sharing a portfolio
3.02

Forum & messages

Debate in the Brainstorming Forum with mentions and bull/bear votes, or talk in DMs — a $TICKER in any message becomes a live tag you can tap.

3.03

The Round Table

Found a joint fund with friends: deposit together, propose moves, vote against the clock. What passes trades for real.

A Round Table floor
3.04

The decision archive

Every vote the table ever held, stamped and dated — the fund's full paper trail.

The decision archive
Chapter 4 — Make it yours
4.01

Settings

Six themes, two text sizes, notifications per device — set once and CERES greets you the same on every screen.

Settings and preferences

Feature

Everything new at CERES

👑
The Round Table

Joint funds with friends — proposals, votes, real trades.

💬
Round Table Private Forum

Every table has its own private chat room.

🎰
The poker table

Members seated around the felt, live vote badges on avatars.

📰
Proposal news band

Asset news inside proposals, filtered by relevance and sentiment.

📒
Before / Change / After

A proposal's exact effect on cash and shares, in three columns.

🗂️
Member dossiers

Tap a seat for vote history and deposits.

📊
Focus cards

Vote in three lines; details open on demand.

🏷️
Ticker chips in messages

$AAPL renders as a live tag in any message.

🟩
Green/red charts

Every chart is colored by its interval's direction.

📈
Asset charts in proposals

Full 1D / 1W / 1M / 1Y charts with crosshair.

🟢
The live dot

Realtime prices get a pulsing dot; 'Offline' is gone.

12-second freshness

Price polls now land on genuinely fresh quotes.

📏
Dashboard strip

The four stat boxes became one quiet band.

📖
CERES User Manual

A numbered, no-fluff guide to everything.

🚪
One-screen landing

Greeting, pulse, and four doors.

🐂
Bull & Bear reactions

Vote 🐂 or 🐻 on any forum post.

🔔
Push notifications

Alerts, messages, dividends, votes, and decisions on your phone.

Black & White theme

The new default look.

📅
Market Earnings

The whole market's earnings calendar.

🎯
Hover crosshairs

Every chart reads out value and date under your cursor.