Dashboard
Add TransactionTotal Portfolio Value
$4,212.78
Total Investment Cost
$2,700.00
Original cost of all assets.
Total Profit/Loss
$1,512.78
+56.03% 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 | $180.00 | $900.00 | +$150.00 | 20.00% |
| GOOGL | 7 | $100.00 | $172.34 | $1206.38 | +$506.38 | 72.34% |
| MSFT | 5 | $250.00 | $421.28 | $2106.40 | +$856.40 | 68.51% |
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$2,106.40
- GOOGL$1,206.38
- AAPL$900.00
Top Gainers
- MSFT$856.40
- GOOGL$506.38
- AAPL$150.00
Top Losers
No losers yet.