Dashboard
Add TransactionTotal Portfolio Value
$4,204.54
Total Investment Cost
$2,700.00
Original cost of all assets.
Total Profit/Loss
$1,504.54
+55.72% 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 | $177.62 | $888.10 | +$138.10 | 18.41% |
| GOOGL | 7 | $100.00 | $171.62 | $1201.34 | +$501.34 | 71.62% |
| MSFT | 5 | $250.00 | $423.02 | $2115.10 | +$865.10 | 69.21% |
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$2,115.10
- GOOGL$1,201.34
- AAPL$888.10
Top Gainers
- MSFT$865.10
- GOOGL$501.34
- AAPL$138.10
Top Losers
No losers yet.