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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

$15,890.43 current value

Target: $675.00/mo

$15,890

Portfolio Value

+$971

Gain / Loss

+6.5%

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 $2,841.89 $0.00 Annually 1.00 $2,841.89 $2,607.24 $234.65
META $387.59 $0.00 Annually 5.00 $1,937.95 $387.59 $0.00
NFLX $642.99 $0.00 Annually 1.00 $642.99 $676.83 $-33.84
PYPL $254.40 $0.00 Annually 4.00 $1,017.60 $256.97 $-10.28
SPY $472.50 $0.51 Quarterly 20.00 $9,450.00 $433.49 $780.20
Portfolio Value
$15,890.43
Annual Dividends
$40.80
Total P/L
$970.73
Portfolio Allocation
SPY
59.5% $9,450
GOOGL
17.9% $2,842
META
12.2% $1,938
PYPL
6.4% $1,018
NFLX
4.0% $643
Portfolio Performance
Performance Summary
+$2,870
Period Change
+22.0%
Period Return
$15,890
Current Value
+$971
Total Gain/Loss
$14,920
Cost Basis
+6.5%
Total Return