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

$19,163.21 current value

Target: $675.00/mo

$19,163

Portfolio Value

+$678

Gain / Loss

+3.7%

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 $2,886.76 $0.00 Annually 1.00 $2,886.76 $2,915.92 $-29.16
TSLA $1,055.03 $0.00 Annually 9.00 $9,495.27 $959.12 $863.19
NVDA $678.78 $0.04 Quarterly 7.00 $4,751.46 $707.06 $-197.96
ADBE $620.06 $0.00 Annually 1.00 $620.06 $563.69 $56.37
VTI $201.38 $0.25 Quarterly 7.00 $1,409.66 $203.41 $-14.21
Portfolio Value
$19,163.21
Annual Dividends
$8.12
Total P/L
$678.23
Portfolio Allocation
TSLA
49.5% $9,495
NVDA
24.8% $4,751
GOOGL
15.1% $2,887
VTI
7.4% $1,410
ADBE
3.2% $620
Portfolio Performance
Performance Summary
+$3,461
Period Change
+22.0%
Period Return
$19,163
Current Value
+$678
Total Gain/Loss
$18,485
Cost Basis
+3.7%
Total Return