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Easily import, monitor, and analyze all your investments with real-time data and powerful analytics to make informed decisions.
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Only buy something that you’d be perfectly happy to hold if the market shut down for ten years.

- Warren Buffett


Positions13
Dividend received$135.58
Investing since04.2021

Positions

Title
Weight
Position
P/L
38.90% 
$31,915.95
$36.07
+$5,936.77
22.85%
14.03% 
$11,508.61
$166.77
-$875.38
7.07%
10.74% 
$8,808.47
$146.81
-$1,101.21
11.11%
7.99% 
$6,554.78
$66.20
+$1.59
0.02%
6.00% 
$4,922.96
$328.20
+$929.10
23.26%
5.57% 
$4,572.98
$508.11
-$1,050.13
18.68%
4.55% 
$3,736.28
$26.13
-$1,169.69
23.84%
4.31% 
$3,535.70
$88.39
-$502.59
12.45%
3.02% 
$2,474.92
$618.73
-$1,142.12
31.58%
2.59% 
$2,129.04
$96.77
-$410.58
16.17%
2.26% 
$1,857.19
$617.96
-$164.06
8.12%
Cash Balance logo
Cash Balance
0.03% 
$26.43
-
0.01% 
$5.647
$5.647
-$1.595
22.02%

Sold

Allocation

Total Net Worth$82,048.97

Performance

Portfolio Performance

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LSX Data · Fundamentals & EOD data from FactSet