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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

$36,954.41 current value

Target: $675.00/mo

$36,954

Portfolio Value

-$1,559

Gain / Loss

-4.0%

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 $2,769.09 $0.00 Annually 3.00 $8,307.27 $2,977.52 $-625.29
ADBE $540.13 $0.00 Annually 7.00 $3,780.91 $568.56 $-199.01
V $230.96 $0.13 Quarterly 29.00 $6,697.84 $226.43 $131.37
MA $369.70 $0.15 Quarterly 25.00 $9,242.50 $393.30 $-590.00
QYLD $23.93 $0.22 Monthly 373.00 $8,925.89 $24.67 $-276.02
Portfolio Value
$36,954.41
Annual Dividends
$1,014.80
Total P/L
$-1,558.95
Portfolio Allocation
MA
25.0% $9,243
QYLD
24.2% $8,926
GOOGL
22.5% $8,307
V
18.1% $6,698
ADBE
10.2% $3,781
Portfolio Performance
Performance Summary
+$6,674
Period Change
+22.0%
Period Return
$36,954
Current Value
$1,559
Total Gain/Loss
$38,513
Cost Basis
-4.0%
Total Return