The workbench reads selected CSV files and calculates results inside the browser. It does not transmit holdings to a calculation server or save them in local storage, cookies or an account.
Inputs stay in the current browser page
Changing a holding, importing a CSV or selecting a scenario does not submit a portfolio to this publication. Refreshing the page restores the illustrative default portfolio. The site does not implement a saved-portfolio service, cloud synchronization or an automatic report-delivery process.
Exports and printed reports are actions taken on the reader's device. They can contain sensitive position names and values supplied by that reader. A downloaded file, a shared screenshot or a printer queue is outside the site's transient calculation state, so review the contents before sharing them. The CSV exporter escapes formula-like text fields to reduce spreadsheet formula-injection risk.
Ordinary hosting and reference search
Cloudflare serves the public pages and static assets. Ordinary hosting requests can involve information such as IP address, user agent and request path under the hosting provider's applicable policies. This release adds no advertising pixel, analytics script, registration form or payment interface.
Search downloads the public article index and matches the query locally. It does not send search terms to a search API. The preset query parameter identifies a public scenario; it does not encode holdings, position values or uploaded file content. Do not put confidential portfolio information into a URL when sharing the site.
Leaving this publication
Source links and provider links lead to separately operated websites. Their cookies, forms, analytics and retention practices are governed by their own terms. Promotional provider URLs may include a campaign parameter identifying this publication, but the generated links contain no calculator inputs.
This site is not a confidential document-transfer channel. Requests for an actual research sample or a commercial arrangement should use the provider's official contact route and its agreed handling process. Do not interpret the local-only calculator as an agreement to receive or safeguard documents on behalf of another organisation.
Review checkpoints
- No portfolio submission or persistent browser storage is implemented.
- Downloaded and printed reports can contain the values you entered.
- External destinations have their own information-handling terms.
Source notes
Continue the analysis
First edition, 16 October 2026. Hypothetical values are teaching inputs, not observed portfolio or provider results.