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Easily import, monitor, and analyze all your investments with real-time data and powerful analytics to make informed decisions.

Positions8
Dividend received$1,851.62
Investing since07.2024

Positions

Title
Weight
Position
P/L
19.14% 
$33,206.66
$357.06
-$5,763.64
14.79%
18.26% 
$31,676.78
$310.56
+$1,985.88
6.69%
18.01% 
$31,234.04
$146.64
-$6,481.17
17.18%
11.65% 
$20,204.60
$612.26
-$2,175.70
9.72%
10.70% 
$18,559.28
$152.13
-$6,846.37
26.95%
10.12% 
$17,550.30
$438.76
+$1,212.20
7.42%
8.05% 
$13,969.48
$37.76
+$4,689.88
50.54%
4.07% 
$7,067.83
$0.516
+$1,515.43
27.29%

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Allocation

Total Net Worth$173,468.96

Performance

Portfolio Performance

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LSX Data · Fundamentals & EOD data from FactSet