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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

$26,761.59 current value

Target: $675.00/mo

$26,762

Portfolio Value

-$1,239

Gain / Loss

-4.4%

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
TSLA $910.01 $0.00 Annually 10.00 $9,100.10 $978.50 $-684.90
NVDA $456.65 $0.03 Quarterly 10.00 $4,566.50 $501.81 $-451.60
MA $345.88 $0.14 Quarterly 14.00 $4,842.32 $375.96 $-421.12
DIS $191.51 $0.11 Semi-annually 17.00 $3,255.67 $199.49 $-135.66
SPY $499.70 $0.54 Quarterly 10.00 $4,997.00 $454.27 $454.30
Portfolio Value
$26,761.59
Annual Dividends
$34.38
Total P/L
$-1,238.98
Portfolio Allocation
TSLA
34.0% $9,100
SPY
18.7% $4,997
MA
18.1% $4,842
NVDA
17.1% $4,567
DIS
12.2% $3,256
Portfolio Performance
Performance Summary
+$4,833
Period Change
+22.0%
Period Return
$26,762
Current Value
$1,239
Total Gain/Loss
$28,001
Cost Basis
-4.4%
Total Return