diff --git a/app/Models/DailyChange.php b/app/Models/DailyChange.php
new file mode 100644
index 0000000..37e1a37
--- /dev/null
+++ b/app/Models/DailyChange.php
@@ -0,0 +1,66 @@
+<?php
+
+namespace App\Models;
+
+use App\Traits\HasCompositePrimaryKey;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+
+class DailyChange extends Model
+{
+    use HasFactory, HasCompositePrimaryKey;
+
+    public $timestamps = false;
+
+    /**
+     * The primary key of the table.
+     * 
+     * @var string
+     */
+    protected $primaryKey = ['date', 'portfolio_id'];
+
+    /**
+     * Table name for the model
+     *
+     * @var string
+     */
+    protected $table = 'daily_change';
+
+    /**
+     * The attributes that are mass assignable.
+     *
+     * @var array
+     */
+    protected $fillable = [
+        'portfolio_id',
+        'date',
+        'total_market_value',
+        'total_cost_basis',
+        'total_gain_loss',
+        'total_dividends',
+        'realized_gains',
+        'notes',
+    ];
+
+    /**
+     * The attributes that should be hidden for arrays.
+     *
+     * @var array
+     */
+    protected $hidden = [];
+
+    /**
+     * The attributes that should be cast to native types.
+     *
+     * @var array
+     */
+    protected $casts = [
+        'date' => 'datetime',
+    ];
+
+    public function scopeMyDailyChanges($query)
+    {
+        return $query->where('user_id', auth()->user()->id);
+    }
+
+}
diff --git a/app/Models/Dividend.php b/app/Models/Dividend.php
new file mode 100644
index 0000000..40c2858
--- /dev/null
+++ b/app/Models/Dividend.php
@@ -0,0 +1,144 @@
+<?php
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Model;
+use App\Interfaces\MarketData\MarketDataInterface;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+
+class Dividend extends Model
+{
+    use HasFactory;
+
+    /**
+     * The attributes that are mass assignable.
+     *
+     * @var array
+     */
+    protected $fillable = [
+        'symbol',
+        'date',
+        'dividend_amount',
+    ];
+
+    /**
+     * The attributes that should be hidden for arrays.
+     *
+     * @var array
+     */
+    protected $hidden = [];
+
+    /**
+     * The attributes that should be cast to native types.
+     *
+     * @var array
+     */
+    protected $casts = [
+        'date' => 'datetime',
+        'first_date' => 'datetime',
+        'last_date' => 'datetime',
+    ];
+
+    /**
+     * Syncs all holdings of symbol with dividend data
+     *
+     * @param array|self $model
+     * @return void
+     */
+    public static function syncHoldings(mixed $model) 
+    {
+        // check if we got an array, if yes then lets create a dummy model
+        if (is_array($model)) {
+            $model = (new self)->fill($model);
+        }
+
+        // pull dividend data joined with holdings/transactions
+        $dividends = self::where([
+            'dividends.symbol' => $model->symbol,
+        ])->select(['holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount'])
+        ->selectRaw('@purchased:=(SELECT coalesce(SUM(quantity),0) FROM transactions WHERE transactions.transaction_type = "BUY" AND transactions.symbol = dividends.symbol AND date(transactions.date) <= date(dividends.date) AND holdings.portfolio_id = transactions.portfolio_id ) AS `purchased`')
+        ->selectRaw('@sold:=(SELECT coalesce(SUM(quantity),0) FROM transactions WHERE transactions.transaction_type = "SELL" AND transactions.symbol = dividends.symbol AND date(transactions.date) <= date(dividends.date)  AND holdings.portfolio_id = transactions.portfolio_id ) AS `sold`')
+        ->selectRaw('@owned:=(@purchased - @sold) AS `owned`')
+        ->selectRaw('@dividends_received:=(@owned * dividends.dividend_amount) AS `dividends_received`')
+        ->join('transactions', 'transactions.symbol', 'dividends.symbol')
+        ->join('holdings', 'transactions.portfolio_id', 'holdings.portfolio_id')
+        ->groupBy(['holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount'])
+        ->get();
+
+        // iterate through holdings and update 
+        Holding::where(['symbol' => $model->symbol])
+            ->get()
+            ->each(function ($holding) use ($dividends) {
+                $holding->update([
+                    'dividends_earned' => $dividends->where('portfolio_id', $holding->portfolio_id)->sum('dividends_received')
+                ]);
+            });
+    }
+
+    /**
+     * Grab new dividend data
+     *
+     * @param string $symbol
+     * @return void
+     */
+    public static function getDividendData(string $symbol) 
+    {
+        $dividends_meta = self::where(['symbol' => $symbol])
+            ->selectRaw('COUNT(symbol) as total_dividends')
+            ->selectRaw('MAX(date) as last_date')
+            ->get()
+            ->first();
+
+        // assume we need to populate ALL dividend data
+        $start_date = new \DateTime('@0');
+        $end_date = now();
+
+        // nope, refresh forward looking only
+        if ( $dividends_meta->total_dividends ) {
+
+            $start_date = $dividends_meta->last_date->addHours(48);
+            $end_date =  now();
+        }
+
+        // get some data
+        if ($dividend_data = collect() && $start_date && $end_date) {
+            $dividend_data = app(MarketDataInterface::class)->dividends($symbol, $start_date, $end_date);
+        }
+
+        // ah, we found some dividends...
+        if ($dividend_data->isNotEmpty()) {
+            // create mass insert
+            foreach ($dividend_data as $index => $dividend){
+                $dividend_data[$index] = [...$dividend, ...['updated_at' => now(), 'created_at' => now()]];
+            }
+
+            // insert records
+            (new self)->insert($dividend_data->toArray());
+
+            // sync to holdings
+            self::syncHoldings($dividend_data->last());
+
+            // sync most last dividend date in market data
+            $market_data = MarketData::symbol($symbol)->first();
+            $dividend_data_latest_date = $dividend_data->sortByDesc('date')->first()['date'];
+            
+            if ($market_data->dividend_date < $dividend_data_latest_date) {
+                $market_data->update(['dividend_date' => $dividend_data_latest_date]); // why is this set to latest date?
+            }
+        }
+
+        return $dividend_data;
+    }
+
+    public function marketData() {
+        return $this->belongsTo(MarketData::class, 'symbol', 'symbol');
+    }
+
+    public function holdings() {
+        return $this->hasMany(Holding::class, 'symbol', 'symbol');
+    }
+
+    public function transactions() {
+        return $this->hasMany(Transaction::class, 'symbol', 'symbol');
+    }
+}
diff --git a/app/Models/Holding.php b/app/Models/Holding.php
new file mode 100644
index 0000000..a185362
--- /dev/null
+++ b/app/Models/Holding.php
@@ -0,0 +1,132 @@
+<?php
+
+namespace App\Models;
+
+use App\Models\Dividend;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+
+class Holding extends Model
+{
+    use HasFactory;
+
+    protected $with = [];
+
+    /**
+     * The attributes that are mass assignable.
+     *
+     * @var array
+     */
+    protected $fillable = [
+        'portfolio_id',
+        'symbol',
+        'quantity',
+        'average_cost_basis',
+        'total_cost_basis',
+        'realized_gain_loss_dollars',
+        'dividends_earned',
+        'splits_synced_at',
+        'dividends_synced_at'
+    ];
+
+    /**
+     * The attributes that should be cast to native types.
+     *
+     * @var array
+     */
+    protected $casts = [
+        'splits_synced_at' => 'datetime',
+        'dividends_synced_at' => 'datetime',
+    ];
+
+    /**
+     * get market data for holding
+     *
+     * @return void
+     */
+    public function market_data() 
+    {
+        return $this->hasOne(MarketData::class, 'symbol', 'symbol');
+    }
+
+    /**
+     * get related transactions for holding
+     *
+     * @return void
+     */
+    public function transactions() 
+    {
+        return $this->hasMany(Transaction::class, 'symbol', 'symbol');
+    }
+
+    /**
+     * get related dividends for holding
+     *
+     * @return void
+     */
+    public function dividends() 
+    {
+        return $this->hasMany(Dividend::class, 'symbol', 'symbol');
+    }
+
+    /**
+     * get related portfolio for holding
+     *
+     * @return void
+     */
+    public function portfolio() 
+    {
+        return $this->belongsTo(Portfolio::class);
+    }
+
+    /**
+     * get related splits for holding
+     *
+     * @return void
+     */
+    public function splits() 
+    {
+        return $this->hasMany(Split::class, 'symbol', 'symbol');
+    }
+
+    public function scopePortfolio($query, $portfolio)
+    {
+        return $query->where('portfolio_id', $portfolio);
+    }
+
+    public function scopeWithoutWishlists($query) {
+        return $query->join('portfolios', 'portfolios.id', 'holdings.portfolio_id')
+            ->where('portfolios.wishlist', 0);
+    }
+
+    public function scopeMyHoldings($query)
+    {
+        return $query->whereHas('portfolio', function($query) {
+            $query->whereRelation('users', 'id', auth()->user()->id);
+        });
+    }
+
+    public function scopeGetPortfolioMetrics($query) 
+    {
+        $query->selectRaw('SUM(holdings.dividends_earned) AS total_dividends_earned')
+            ->selectRaw('SUM(holdings.realized_gain_loss_dollars) AS realized_gain_loss_dollars')
+            ->selectRaw('@total_market_value:=SUM(holdings.quantity * market_data.market_value) AS total_market_value')
+            ->selectRaw('@sum_total_cost_basis:=SUM(holdings.total_cost_basis) AS total_cost_basis')
+            ->selectRaw('@total_gain_loss_dollars:=(@total_market_value - @sum_total_cost_basis) AS total_gain_loss_dollars')
+            ->selectRaw('(@total_gain_loss_dollars / @sum_total_cost_basis) * 100 AS total_gain_loss_percent')
+            ->join('market_data', 'market_data.symbol', 'holdings.symbol');
+            // =(VLOOKUP(if(today or end of year),'Daily Change'!$A:$B,2,false) - VLOOKUP(first of year),'Daily Change'!$A:$C,3,false)) / (SUMIFS(transactions.cost_basis_lot,transactions.date,"<"&date(left(D19,4)+1,1,1),transactions.type,"Buy")-SUMIFS(transactions.cost_basis_lot,transactions.date,"<"&date(left(D19,4)+1,1,1),transactions.type,"Sell"))-1
+    }
+
+    public function scopeSymbol($query, $symbol)
+    {
+        return $query->where('symbol', $symbol);
+    }
+
+    public function refreshDividends() 
+    {
+        return Dividend::getDividendData($this->attributes['symbol']);
+    }
+}
+
+    
\ No newline at end of file
diff --git a/app/Models/MarketData.php b/app/Models/MarketData.php
new file mode 100644
index 0000000..1530618
--- /dev/null
+++ b/app/Models/MarketData.php
@@ -0,0 +1,74 @@
+<?php
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Model;
+use App\Interfaces\MarketData\MarketDataInterface;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+
+class MarketData extends Model
+{
+    use HasFactory;
+
+    protected $primaryKey = 'symbol';
+    protected $keyType = 'string';
+    public $incrementing = false;
+
+    /**
+     * The attributes that are mass assignable.
+     *
+     * @var array
+     */
+    protected $fillable = [
+        'symbol',
+        'name',
+        'market_value',
+        'fifty_two_week_high',
+        'fifty_two_week_low',
+    ];
+
+    public static function setSplitsHoldingSynced($symbol) 
+    {
+        $market_data = self::where('symbol', $symbol)->get()->first();
+
+        $market_data->splits_synced_to_holdings_at = now();
+
+        $market_data->save();
+    }
+
+    public function refreshMarketData() 
+    {
+        return static::getMarketData($this->attributes['symbol']);
+
+    }
+
+    public static function getMarketData($symbol) 
+    {
+        $market_data = self::firstOrNew(['symbol' => $symbol]);
+
+        // check if new or stale
+        if (!$market_data->exists || now()->diffInMinutes($market_data->updated_at) >= config('market_data.refresh')) {
+            
+            // get quote
+            $quote = app(MarketDataInterface::class)->quote($symbol);
+
+            // fill data
+            $market_data->fill($quote->toArray());
+
+            // save with timestamps updated
+            $market_data->touch();
+        }
+
+        return $market_data;
+    }
+
+    public function holdings() 
+    {
+        return $this->hasMany(Holding::class, 'symbol', 'symbol');
+    }
+
+    public function scopeSymbol($query, $symbol)
+    {
+        return $query->where('symbol', $symbol);
+    }
+}
\ No newline at end of file
diff --git a/app/Models/Split.php b/app/Models/Split.php
new file mode 100644
index 0000000..4718f0b
--- /dev/null
+++ b/app/Models/Split.php
@@ -0,0 +1,149 @@
+<?php
+
+namespace App\Models;
+
+use App\Models\Transaction;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Database\Eloquent\Model;
+use App\Interfaces\MarketData\MarketDataInterface;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+
+class Split extends Model
+{
+    use HasFactory;
+
+    /**
+     * The attributes that are mass assignable.
+     *
+     * @var array
+     */
+    protected $fillable = [
+        'symbol',
+        'date',
+        'split_amount',
+    ];
+
+    /**
+     * The attributes that should be hidden for arrays.
+     *
+     * @var array
+     */
+    protected $hidden = [];
+
+    /**
+     * The attributes that should be cast to native types.
+     *
+     * @var array
+     */
+    protected $casts = [
+        'date' => 'datetime',
+        'first_date' => 'datetime',
+        'last_date' => 'datetime',
+    ];
+
+    /**
+     * Syncs all transactions of symbol with split data
+     *
+     * @param string $symbol
+     * @return void
+     */
+    public static function syncToTransactions($symbol) 
+    {
+        // get relevant split data
+        $splits = self::where([
+                'splits.symbol' => $symbol,
+            ])
+            ->whereDate('transactions.date', '>', DB::raw('IFNULL(market_data.splits_synced_to_holdings_at, "0000-00-00")'))
+            ->select([
+                'splits.date', 
+                'splits.symbol', 
+                'splits.split_amount', 
+                'transactions.portfolio_id'
+            ])
+            ->join('transactions', 'transactions.symbol', 'splits.symbol')
+            ->join('market_data', 'transactions.symbol', 'market_data.symbol')
+            ->orderBy('splits.date', 'ASC')
+            ->get();
+
+        foreach($splits as $split) {
+
+            $qty_owned = Transaction::where([
+                    'symbol' => $split->symbol, 
+                    'portfolio_id' => $split->portfolio_id
+                ])
+                ->whereDate('transactions.date', '<', $split->date->format('Y-m-d'))
+                ->sum('quantity');
+
+            if ($qty_owned > 0) {
+
+                Transaction::create([
+                    'symbol' => $split->symbol,
+                    'portfolio_id' => $split->portfolio_id,
+                    'transaction_type' => 'BUY',
+                    'date' => $split->date,
+                    'quantity' => ($qty_owned * $split->split_amount) - $qty_owned,
+                    'cost_basis' => 0,
+                    'split' => true,
+                    'created_at' => now(),
+                    'updated_at' => now()
+                ]);
+            }
+        }
+
+        // update market data with latest date
+        MarketData::setSplitsHoldingSynced($symbol);
+    }
+
+    /**
+     * Grab new split data
+     *
+     * @param string $symbol
+     * @param \DateTimeInterface|null $start_date
+     * @return void
+     */
+    public static function getSplitData(string $symbol) 
+    {
+        // dates for split data
+        $splits_meta = self::where(['symbol' => $symbol])
+            ->selectRaw('COUNT(symbol) as total_splits')
+            ->selectRaw('MIN(date) as first_date')
+            ->selectRaw('MAX(date) as last_date')
+            ->get()
+            ->first();
+
+        // assume need to populate all split data because it didnt exist before
+        $start_date = new \DateTime('@0');
+        $end_date = now();
+
+        // nope, need to populate newer split data
+        if ($splits_meta->total_splits) {
+            
+            $start_date = $splits_meta->last_date->addHours(48);
+            $end_date =  now();
+        }
+
+        // get some data
+        if ($split_data = collect() && $start_date && $end_date) {
+            $split_data = app(MarketDataInterface::class)->splits($symbol, $start_date, $end_date);
+        }
+
+        if ($split_data->isNotEmpty()) {
+            // insert records
+            (new self)->insert($split_data->toArray());   
+            
+        }
+
+        // sync to transactions
+        self::syncToTransactions($symbol);
+
+        return $split_data;
+    }
+
+    public function holdings() {
+        return $this->hasMany(Holding::class, 'symbol', 'symbol');
+    }
+
+    public function transactions() {
+        return $this->hasMany(Transaction::class, 'symbol', 'symbol');
+    }
+}
diff --git a/app/Models/Transaction.php b/app/Models/Transaction.php
new file mode 100644
index 0000000..a611f04
--- /dev/null
+++ b/app/Models/Transaction.php
@@ -0,0 +1,167 @@
+<?php
+
+namespace App\Models;
+
+use App\Models\MarketData;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+
+class Transaction extends Model
+{
+    use HasFactory;
+
+    /**
+     * The attributes that are mass assignable.
+     *
+     * @var array
+     */
+    protected $fillable = [
+        'symbol',
+        'date',
+        'portfolio_id',
+        'transaction_type',
+        'quantity',
+        'cost_basis',
+        'sale_price',
+        'split'
+    ];
+
+    /**
+     * The attributes that should be hidden for arrays.
+     *
+     * @var array
+     */
+    protected $hidden = [];
+
+    /**
+     * The attributes that should be cast to native types.
+     *
+     * @var array
+     */
+    protected $casts = [
+        'date' => 'datetime',
+        'first_date' => 'datetime',
+        'last_date' => 'datetime',
+        'split' => 'boolean',
+    ];
+
+    /**
+     *
+     * @return void
+     */
+    protected static function boot()
+    {
+        parent::boot();
+
+        static::saved(function ($model) {
+
+            static::syncHolding($model);
+        });
+
+        static::deleted(function ($model) {
+            static::syncHolding($model);
+        });
+    }
+
+    public static function syncHolding($model) {
+        // get the holding for a symbol and portfolio (or create one)
+        $holding = Holding::firstOrNew([
+            'portfolio_id' => $model->portfolio_id,
+            'symbol' => $model->symbol
+        ], [
+            'portfolio_id' => $model->portfolio_id,
+            'symbol' => $model->symbol,
+            'quantity' => $model->quantity,
+            'average_cost_basis' => $model->cost_basis,
+            'total_cost_basis' => $model->quantity * $model->cost_basis,
+        ]);
+
+        // pull existing transaction data
+        $query = self::where([
+            'portfolio_id' => $model->portfolio_id,
+            'symbol' => $model->symbol,
+        ])->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN quantity ELSE 0 END) AS `qty_purchases`')
+        ->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN quantity ELSE 0 END) AS `qty_sales`')
+        ->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN (quantity * cost_basis) ELSE 0 END) AS `cost_basis`')
+        ->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN ((sale_price - cost_basis) * quantity) ELSE 0 END) AS `realized_gains`')
+        ->first();
+
+        $total_quantity = $query->qty_purchases - $query->qty_sales;
+        $average_cost_basis = $query->qty_purchases > 0 
+                                ? $query->cost_basis / $query->qty_purchases 
+                                : 0;
+
+        // update holding
+        $holding->fill([
+            'quantity' => $total_quantity,
+            'average_cost_basis' => $average_cost_basis,
+            'total_cost_basis' => $total_quantity * $average_cost_basis,
+            'realized_gain_loss_dollars' => $query->realized_gains,
+        ]);
+
+        $holding->save();
+
+        // load market data while we're here
+        $model->refreshMarketData();
+
+        // sync dividends to holding
+        $model->syncDividendsToHolding();
+    }
+
+    public function setSymbolAttribute($value) 
+    {
+        $this->attributes['symbol'] = strtoupper($value);
+    }
+
+    /**
+     * get market data for transaction
+     *
+     * @return void
+     */
+    public function market_data()
+    {
+        return $this->hasOne(MarketData::class, 'symbol', 'symbol');
+    }
+
+    /**
+     * get portfolio for transaction
+     *
+     * @return void
+     */
+    public function portfolio()
+    {
+        return $this->belongsTo(Portfolio::class);
+    }
+    
+    public function scopePortfolio($query, $portfolio)
+    {
+        return $query->where('portfolio_id', $portfolio);
+    }
+
+    public function scopeSymbol($query, $symbol)
+    {
+        return $query->where('symbol', $symbol);
+    }
+
+    public function scopeMyTransactions()
+    {
+        return $this->whereHas('portfolio', function ($query) {
+            return $query->whereRelation('users', 'id', auth()->user()->id);
+        });
+    }
+
+    public function refreshMarketData() 
+    {
+        return MarketData::getMarketData($this->attributes['symbol']);
+    }
+    
+    public function syncDividendsToHolding() 
+    {
+        return Dividend::syncHoldings(['symbol' => $this->attributes['symbol']]);
+    }
+
+    public function refreshDividends() 
+    {
+        return Dividend::getDividendData($this->attributes['symbol']);
+    }
+}
\ No newline at end of file