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

Investments

See portfolio value, return, dividends, and holdings without digging through every lot first.

Dashboard
Largest portfolio

Demo Portfolio

$18,085.32 current value

Target: $675.00/mo

$18,085

Portfolio Value

-$571

Gain / Loss

-3.1%

Total Return

1 / 5

Portfolios / Holdings

Your Portfolios

Demo Portfolio
Sample investment portfolio
Ticker Current Price Dividend (per share) Total Shares Current Value Cost Basis P/L Actions
TSLA $736.89 $0.00 Annually 12.00 $8,842.68 $759.68 $-273.48
NVDA $579.35 $0.03 Quarterly 6.00 $3,476.10 $597.27 $-107.52
PYPL $263.01 $0.00 Annually 8.00 $2,104.08 $248.12 $119.12
V $190.97 $0.11 Quarterly 8.00 $1,527.76 $203.16 $-97.52
VTI $213.47 $0.27 Quarterly 10.00 $2,134.70 $234.58 $-211.10
Portfolio Value
$18,085.32
Annual Dividends
$15.04
Total P/L
$-570.50
Portfolio Allocation
TSLA
48.9% $8,843
NVDA
19.2% $3,476
VTI
11.8% $2,135
PYPL
11.6% $2,104
V
8.4% $1,528
Portfolio Performance
Performance Summary
+$3,266
Period Change
+22.0%
Period Return
$18,085
Current Value
$571
Total Gain/Loss
$18,656
Cost Basis
-3.1%
Total Return