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
NFLX $531.25 $0.00 Annually 13.00 $6,906.25 $536.62 $-69.81
PYPL $187.40 $0.00 Annually 41.00 $7,683.40 $205.93 $-759.73
V $238.86 $0.14 Quarterly 4.00 $955.44 $241.27 $-9.64
QYLD $22.35 $0.20 Monthly 285.00 $6,369.75 $24.56 $-629.85
SPY $493.16 $0.53 Quarterly 2.00 $986.32 $493.16 $0.00
Portfolio Value
$22,901.16
Annual Dividends
$690.48
Total P/L
$-1,469.03
Portfolio Allocation
PYPL
33.6% $7,683
NFLX
30.2% $6,906
QYLD
27.8% $6,370
SPY
4.3% $986
V
4.2% $955
Portfolio Performance
Performance Summary
+$4,136
Period Change
+22.0%
Period Return
$22,901
Current Value
$1,469
Total Gain/Loss
$24,370
Cost Basis
-6.0%
Total Return