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

Your Portfolios

Demo Portfolio
Sample investment portfolio
Ticker Current Price Dividend (per share) Total Shares Current Value Cost Basis P/L Actions
META $425.80 $0.00 Annually 22.00 $9,367.60 $397.94 $612.92
NVDA $679.70 $0.04 Quarterly 5.00 $3,398.50 $693.57 $-69.35
NFLX $534.45 $0.00 Annually 7.00 $3,741.15 $513.89 $143.92
DIS $157.33 $0.09 Semi-annually 6.00 $943.98 $158.92 $-9.54
VTI $199.87 $0.25 Quarterly 14.00 $2,798.18 $222.08 $-310.94
Portfolio Allocation
META
46.3% $9,368
NFLX
18.5% $3,741
NVDA
16.8% $3,399
VTI
13.8% $2,798
DIS
4.7% $944
Portfolio Performance
Performance Summary
+$3,657
Period Change
+22.0%
Period Return
$20,249
Current Value
+$367
Total Gain/Loss
$19,882
Cost Basis
+1.8%
Total Return