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