Questions

A portfolio analysis tool. It opens every fund you own, adds up the companies inside, and uses that to show your real exposure, overlap, concentration, risk, income and long-range outlook. See what it shows.

One person, as a personal project. It isn't a company, there are no investors, and it isn't trying to grow into a business.

Damascus steel is made by folding many layers of metal into one blade, which leaves its wavy grain. A portfolio is a lot of layers folded together too. The grain in the logo and across the top of every page is drawn by the app itself.

No. dmscs shows analysis, estimates and forecasts. None of it is a recommendation to buy or sell anything. See the terms.

Not on your own. dmscs is invite-only and shared with a small number of people. If you've been sent an invite, sign in with the Google account it was sent to.

Nothing. There's no paid plan, no advertising and no data sale.

Yes, for now. Signing in through Google means dmscs never handles a password. The first time, Google may say it hasn't verified the app; that's expected for a small private app, and it's safe to continue.

This site does. The app itself is designed for a laptop or desktop screen, where its charts and tables have room. It opens on a phone, but it's best on a bigger screen.

You add them in the app: what you hold, how much, and in which account. A short setup guide walks you through it the first time.

No. Linking accounts directly is planned, and it will always be optional. When it arrives, linking goes through Plaid: you give your login to Plaid, never to dmscs.

Stocks, ETFs and other funds, bonds, crypto and cash, across as many accounts as you like. Funds that publish no holdings, like some workplace retirement funds, can stand in for a similar public fund, and the app labels them so you know.

As accurate as the fund holdings it can find. Free data lists only a fund's largest holdings, so where a fund publishes its complete holdings, dmscs uses those instead. The app always shows how much of your portfolio it could see through, and marks anything estimated.

Prices and market data can be delayed or occasionally wrong. Keep your own records; dmscs isn't a system of record for your accounts.

Only you. Each person's data is kept apart from everyone else's. The operator can reach the database to keep it running, and looks at your data only to fix a problem you report. More on the security page.

Yes. Email [email protected] from the address you sign in with, and ask for an export or for everything to be deleted. The privacy policy explains what deletion covers.