How it Works

1. Upload or Paste Your Portfolio

Drop in your tickers, connect your brokerage, or upload a CSV.
We support U.S. and Canadian equities out of the box.

2. We Fetch the Real Numbers

Our engine pulls fundamental data:
• Pro Rata Income Statement
• Pro Rata Balance Sheet

3. See Through the Noise

Instantly view your look-through earnings, ownership-adjusted assets, and exposure to company debt — all in one clean dashboard. What did your portfolio actually earn last quarter? See your true earnings and ownership in one unified view from the Owner's Perspective: Yours. 

4. Download Your Buffett-Style Report

Get a fully personalized dashboard that shows the true economic substance of what you own.

PDF + Web Dashboard.
Perfect for long-term investors and serious portfolio builders.