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Investment desk

Investments

See portfolio value, return, dividends, and holdings without digging through every lot first.

Dashboard
Largest portfolio

Demo Portfolio

$17,365.26 current value

Target: $675.00/mo

$17,365

Portfolio Value

-$53

Gain / Loss

-0.3%

Total Return

1 / 5

Portfolios / Holdings

Your Portfolios

Demo Portfolio
Sample investment portfolio
Ticker Current Price Dividend (per share) Total Shares Current Value Cost Basis P/L Actions
GOOGL $2,698.31 $0.00 Annually 1.00 $2,698.31 $2,619.72 $78.59
TSLA $887.81 $0.00 Annually 1.00 $887.81 $975.62 $-87.81
PYPL $300.61 $0.00 Annually 19.00 $5,711.59 $289.05 $219.64
ADBE $602.12 $0.00 Annually 5.00 $3,010.60 $590.31 $59.05
MA $337.13 $0.14 Quarterly 15.00 $5,056.95 $358.65 $-322.80
Portfolio Value
$17,365.26
Annual Dividends
$8.40
Total P/L
$-53.33
Portfolio Allocation
PYPL
32.9% $5,712
MA
29.1% $5,057
ADBE
17.3% $3,011
GOOGL
15.5% $2,698
TSLA
5.1% $888
Portfolio Performance
Performance Summary
+$3,136
Period Change
+22.0%
Period Return
$17,365
Current Value
$53
Total Gain/Loss
$17,419
Cost Basis
-0.3%
Total Return