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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

$24,895.82 current value

Target: $675.00/mo

$24,896

Portfolio Value

-$809

Gain / Loss

-3.1%

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
MSFT $306.91 $0.20 Quarterly 4.00 $1,227.64 $323.06 $-64.60
AMZN $3,223.89 $0.00 Annually 1.00 $3,223.89 $3,429.67 $-205.78
DIS $161.00 $0.09 Semi-annually 50.00 $8,050.00 $167.71 $-335.50
QYLD $24.05 $0.22 Monthly 263.00 $6,325.15 $23.35 $184.10
SPY $433.51 $0.47 Quarterly 14.00 $6,069.14 $461.18 $-387.38
Portfolio Value
$24,895.82
Annual Dividends
$732.84
Total P/L
$-809.16
Portfolio Allocation
DIS
32.3% $8,050
QYLD
25.4% $6,325
SPY
24.4% $6,069
AMZN
12.9% $3,224
MSFT
4.9% $1,228
Portfolio Performance
Performance Summary
+$4,496
Period Change
+22.0%
Period Return
$24,896
Current Value
$809
Total Gain/Loss
$25,705
Cost Basis
-3.1%
Total Return