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

My Investment Portfolios

Organize and monitor your investments across different portfolios and strategies.

Your Portfolios

Demo Portfolio
Sample investment portfolio
Ticker Current Price Dividend (per share) Total Shares Current Value Cost Basis P/L Actions
GOOGL $2,292.02 $0.00 Annually 3.00 $6,876.06 $2,518.70 $-680.04
NVDA $650.23 $0.04 Quarterly 13.00 $8,452.99 $714.54 $-836.03
NFLX $594.73 $0.00 Annually 14.00 $8,326.22 $571.86 $320.18
PYPL $235.94 $0.00 Annually 22.00 $5,190.68 $253.70 $-390.72
MA $412.74 $0.17 Quarterly 20.00 $8,254.80 $385.74 $540.00
Portfolio Value
$37,100.75
Annual Dividends
$15.68
Total P/L
$-1,046.61
Portfolio Allocation
NVDA
22.8% $8,453
NFLX
22.4% $8,326
MA
22.2% $8,255
GOOGL
18.5% $6,876
PYPL
14.0% $5,191
Portfolio Performance
Performance Summary
+$6,700
Period Change
+22.0%
Period Return
$37,101
Current Value
$1,047
Total Gain/Loss
$38,147
Cost Basis
-2.7%
Total Return