Workspace
Your positions.Your watchlist. Live.
Track holdings with cost basis, allocation, and performance — benchmarked, not guessed — and keep your watchlist columns live beside them as the quiet backbone of a daily routine.
Cost basis & P/LAllocationLive watchlist
Technology38%
Healthcare22%
Financials18%
Energy12%
Cash10%
Portfolio
Performance, benchmarked.
See allocation by sector, cost basis and unrealized P/L per position, and how the whole book stacks up against the market — not just a running total.
- Sector allocation
- Cost basis & unrealized P/L
- Benchmarked performance
Technology38%
Healthcare22%
Financials18%
Energy12%
Cash10%
Watchlist
Your names, your columns, live.
A fast, quiet watchlist that updates through the session, with the columns you care about and one click into any quote, chain, or Mosaic AI report.
- Live through the session
- Custom columns
- One click to research
S&P 500 · 1Y+0.0%
JulSepNovJanMarMayJul
NVDA188.42▲ +2.14%
MSFT512.90▲ +0.62%
TSLA241.05▼ -1.38%
AMZN226.71▲ +0.94%
P/L
Cost-basis tracking
Sector
Allocation view
Live
Watchlist updates
Questions, answered.
Yes — positions can be imported so cost basis and P/L are computed for you.