Like what you see? Your own finances could look this organized.

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
META $355.33 $0.00 Annually 24.00 $8,527.92 $366.32 $-263.76
NVDA $482.13 $0.03 Quarterly 9.00 $4,339.17 $535.70 $-482.13
NFLX $712.40 $0.00 Annually 6.00 $4,274.40 $665.79 $279.66
V $196.29 $0.11 Quarterly 33.00 $6,477.57 $213.36 $-563.31
VTI $227.98 $0.28 Quarterly 35.00 $7,979.30 $211.09 $591.15
Portfolio Value
$31,598.36
Annual Dividends
$54.80
Total P/L
$-438.39
Portfolio Allocation
META
27.0% $8,528
VTI
25.3% $7,979
V
20.5% $6,478
NVDA
13.7% $4,339
NFLX
13.5% $4,274
Portfolio Performance
Performance Summary
+$5,706
Period Change
+22.0%
Period Return
$31,598
Current Value
$438
Total Gain/Loss
$32,037
Cost Basis
-1.4%
Total Return