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
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 Value
$20,249.41
Annual Dividends
$15.88
Total P/L
$367.01
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