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My Investment Portfolios

Organize and monitor your investments across different portfolios and strategies.

Your Portfolios

Demo Portfolio
Sample investment portfolio
Ticker Current Price Dividend (per share) Total Shares Current Value Cost Basis P/L Actions
AAPL $175.16 $0.09 Quarterly 56.00 $9,808.96 $160.70 $809.76
MSFT $310.56 $0.21 Quarterly 10.00 $3,105.60 $341.28 $-307.20
ADBE $649.02 $0.00 Annually 14.00 $9,086.28 $590.02 $826.00
V $228.51 $0.13 Quarterly 46.00 $10,511.46 $207.74 $955.42
QYLD $23.42 $0.21 Monthly 51.00 $1,194.42 $24.91 $-75.99
Portfolio Value
$33,706.72
Annual Dividends
$181.00
Total P/L
$2,207.99
Portfolio Allocation
V
31.2% $10,511
AAPL
29.1% $9,809
ADBE
27.0% $9,086
MSFT
9.2% $3,106
QYLD
3.5% $1,194
Portfolio Performance
Performance Summary
+$6,087
Period Change
+22.0%
Period Return
$33,707
Current Value
+$2,208
Total Gain/Loss
$31,499
Cost Basis
+7.0%
Total Return