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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

$31,752.77 current value

Target: $675.00/mo

$31,753

Portfolio Value

-$836

Gain / Loss

-2.6%

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
AAPL $179.33 $0.09 Quarterly 6.00 $1,075.98 $163.03 $97.80
GOOGL $2,467.25 $0.00 Annually 3.00 $7,401.75 $2,681.79 $-643.62
TSLA $673.90 $0.00 Annually 12.00 $8,086.80 $740.55 $-799.80
NFLX $562.44 $0.00 Annually 14.00 $7,874.16 $520.78 $583.24
SPY $457.13 $0.50 Quarterly 16.00 $7,314.08 $461.75 $-73.92
Portfolio Value
$31,752.77
Annual Dividends
$34.16
Total P/L
$-836.30
Portfolio Allocation
TSLA
25.5% $8,087
NFLX
24.8% $7,874
GOOGL
23.3% $7,402
SPY
23.0% $7,314
AAPL
3.4% $1,076
Portfolio Performance
Performance Summary
+$5,734
Period Change
+22.0%
Period Return
$31,753
Current Value
$836
Total Gain/Loss
$32,589
Cost Basis
-2.6%
Total Return