Dashboard
Add TransactionTotal Portfolio Value
$4,205.88
Total Investment Cost
$2,700.00
Original cost of all assets.
Total Profit/Loss
$1,505.88
+55.77% overall return on cost
Annualized Return
N/A
Calculation coming soon
Holdings
Your current stock investments.
| Symbol | Shares | Avg. Cost | Current Price | Market Value | P/L | P/L % |
|---|---|---|---|---|---|---|
| AAPL | 5 | $150.00 | $179.11 | $895.55 | +$145.55 | 19.41% |
| GOOGL | 7 | $100.00 | $169.09 | $1183.63 | +$483.63 | 69.09% |
| MSFT | 5 | $250.00 | $425.34 | $2126.70 | +$876.70 | 70.14% |
Asset Allocation
Distribution of your assets across different stocks.
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Portfolio Highlights
Key insights into your portfolio's composition and performance.
Largest Holdings
- MSFT$2,126.70
- GOOGL$1,183.63
- AAPL$895.55
Top Gainers
- MSFT$876.70
- GOOGL$483.63
- AAPL$145.55
Top Losers
No losers yet.