Allocation
Holdings
| Ticker | Price | Value | Gain/Loss | Alloc % |
|---|---|---|---|---|
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CAGR Calculator
Upcoming Earnings
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Holdings Management
| Ticker | Name | Shares | Cost Basis | Value | P/L (£) | P/L (%) | Account | Source | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Elite Investor Activity
Which tracked investors also hold your positions
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Transaction Ledger
| Date | Ticker | Action | Shares | Price | Total (Native) | Total (GBP) | Account | Notes | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Closed Trades
| Ticker | Company | Entry | Exit | Days Held | Cost (GBP) | Proceeds (GBP) | P/L (GBP) | Return % | Ann. % | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
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Performance Track Record
Performance vs Benchmark
| Period | White Oak | MSCI World | Alpha |
|---|---|---|---|
| 2025 | -- | -- | -- |
| YTD 2026 | -- | -- | -- |
| Since Inception | -- | -- | -- |
Returns Breakdown
Allocation Tool
Rebalancing Sandbox
Model changes without affecting your actual portfolio.
Adjust Holdings
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Simulation Results
Click "Simulate" to see projected portfolio.
Portfolio Projections
Deterministic Projection
Based on weighted average CAGR: --%
CAGR Breakdown ⓘ
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Projected Values
| Year | Projected Value | Growth |
|---|---|---|
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Monte Carlo Simulation
10,000 simulations | Volatility: --%
Watchlist
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Savings Accounts
| Institution | Product | Holder | Balance | Rate | Maturity | Notes |
|---|
Settings
Portfolio Rules
Manual Price Overrides
Set manual prices for tickers without live data.
Target Allocations
Set target allocation % for each holding to enable rebalancing alerts.
13F Tracker Integration
Connect to your 13F investor tracking database.
Multibagger Screener
Based on Yartseva (2025) empirical analysis of 464 stocks achieving 10x+ returns. View methodology →
Company Identification
Size Factor
Small-cap (<$1bn) stocks show 37.7% annual excess returns vs 9.7% for large-caps
Value Factors
Total Equity ÷ Market Cap
FCF ÷ Market Cap × 100 (DOMINANT)
Leave blank if negative earnings
Profitability Factors
Investment Pattern
Should exceed asset growth for optimal pattern
Technical Factors
Negative is bullish
Based on "The Alchemy of Multibagger Stocks" by Anna Yartseva, CAFÉ Working Paper No.33 (2025). This tool is for screening purposes only.