Model your next portfolio move before you make it.
Test added funds, allocation changes, and potential income scenarios before touching your real positions.
Money can grow. It just takes time, care, and a Steddy plan.
Bring your own research. Model the portfolio impact here.
Educational modeling only. No trade recommendations.
- Holdings tracked
- 18
- Modeled portfolio
- $125,000
- Funds added
- $25,000
Your Modeled Portfolio
Sample scenario · 12-month horizon
Current Value
$100,000
Today
Modeled Value
$125,000
+ $25,000 added
Funds Added
$25,000
Holdings
18
Across your scenario
Why It Matters
Still using spreadsheets to guess your next portfolio move?
The problem is not finding more stock data. The problem is knowing what your next move does to your whole portfolio.
Built by investors who were tired of spreadsheet modeling.
Scattered Accounts
Your holdings may live across brokerages, retirement accounts, spreadsheets, and watchlists.
Manual Modeling
Spreadsheets work until every deposit, ticker, and allocation change turns into more formulas.
Unclear Impact
A stock may look good on its own, but you still need to see how it affects value, income, and concentration.
Who It Is For
Built for investors who want a clearer way to model.
Spreadsheet Users
You track holdings manually and want a cleaner way to test portfolio changes.
Dividend Investors
You want to quickly estimate possible monthly and annual income before adjusting positions.
Soon-to-Be Retirees
You want to understand how portfolio changes could affect future income and flexibility.
Retirees
You want a clearer way to review income scenarios without chasing risky promises.
Fintech-Native Investors
You expect modern tools that make financial planning easier to understand and act on.
Multi-Account Investors
You want to model across taxable, retirement, and brokerage accounts in one workflow.
After the Research
Your research gives you ideas. Steddy helps you see what they could change.
Use the research tools, brokerages, newsletters, screeners, and spreadsheets you already trust. Then use Steddy Portfolio Modeler to test the portfolio impact before making a real move.
- Step 01
Enter your holdings
Start with the positions you want to model.
- Step 02
Test a scenario
Add funds, adjust holdings, and compare possible outcomes.
- Step 03
Review the impact
See current vs modeled value, allocation changes, and potential income.
Trust
Designed for clarity. Built for trust.
Steddy Portfolio Modeler is designed to help you understand scenarios before making decisions. It does not push trades, rank stocks, or promise outcomes. You stay in control. Steddy helps you see the numbers more clearly.
- Educational modeling tool
- No pressure to trade
- No get-rich-quick promises
- Clear sample assumptions
- Bring your own research
Not stock picking. Not trade signals. Not hype.
Steddy is for investors who bring their own research and want to model the impact before moving money.
Disclaimer: Steddy Portfolio Modeler is an educational modeling tool. It does not provide personalized investment, tax, legal, or financial advice. Modeled values, income estimates, and projected outcomes are examples only and are not guarantees.
See It In Action
See the modeler in action.
Turn “I think this works” into “I can see the impact.” Test portfolio scenarios, compare current vs modeled values, and estimate potential income.
Steddy Modeler · Scenario: Q2 Plan
ModeledCurrent Value
$100,000
Today
Modeled Value
$125,000
After scenario
Funds Allocated
$24,200
Across new positions
Cash Remaining
$800
Unallocated
Est. Annual Income
$5,820
Est. Monthly Income
$485
Example scenario
What happens if you add $2000 this month?
Preview how the contribution could affect portfolio value, allocation, and estimated income before making changes.
- Add funds
- $2000
- Scenario
- 12 holdings
- Review
- Value · Allocation · Income
The full modeler, in one workflow.
Adjust holdings, add funds, compare current vs modeled values, and estimate potential income — all in one place.
- Add funds to a scenario
- Compare current vs modeled portfolio
- Estimate potential income
- Review before touching real positions
Sign in or create an account inside the modeler.
Model the move before you move the money.
See how added funds, allocation changes, and potential income could affect your portfolio before making your next decision.