About coCompounding

coCompounding shows you what a basket of stocks is worth, by the numbers that price it.

• A fund is a list of companies. The home page is the S&P 500 (SPY): its holdings and their weights. Its P/E, margins, growth and the rest are its companies' combined, as if you owned the whole basket, and you see each company's part of every number.
• A portfolio is a list of companies. Yours, with your weights: start from nothing, or fork a fund and change it. It gets everything a fund gets.
• A timeline is a list of lists of companies. A portfolio on a beginning date, then a new list on each date you rebalance. In between, the weights drift with the prices, so you see what holding it would really have done.

Everything is clickable:

• click a metric to chart it over ten years, and a point on a chart to see every number on that day;
• under each chart, a treemap shows which companies make up the number; click one to chart it alone;
• drag one chart onto another to compare them on one axis.

Market data is updated once a day; there are no real-time prices.

!This is a beta

coCompounding is a beta application, and you are free to play around with it in any way you want.

BUT THE DATA IS COMPLETELY FAKE AND YOU SHOULD NOT USE IT FOR INVESTMENT DECISIONS UNLESS YOU ARE INSANE OR FEELING VERY LUCKY.

The only securities in the app are:

• two ETFs: SPY (SPDR S&P 500 ETF Trust) and SCHD (Schwab U.S. Dividend Equity ETF);
• the companies those two ETFs hold — nothing else, so a stock outside them cannot be searched for or added to a portfolio.

Their prices, fundamentals, valuation metrics and ETF weights are all generated: they look like market data but are made up.

Feature requests, nitpicks, suggestions and complaints are all welcome: send them from your Account page.

Important news about the application will be added to this page.