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
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 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