Portfolio Overview
Live via yfinance · Auto-refreshes hourly · Updated: -
Equity Curve - Real Portfolio Value
Saved to database daily
Portfolio vs S&P 500
Allocation
Return per Position
Top Performers
Worst Performers
Portfolio
| Symbol | Name | Type | Qty | Avg Price | Current | Day % | Value | Cost Basis | P&L $ | P&L % | Weight | Targets | Actions |
|---|
Transaction History
| Date | Type | Symbol | Qty | Price | Total | Realized P&L | Notes |
|---|
Analytics
Allocation by Sector
Cost Basis vs Market Value
Individual Asset Performance (%)
Unrealized P&L ($)
Position Weight (%)
Portfolio Risk
Capital at Risk per Position ($)
Portfolio Concentration
Cost Average History - DCA per Position
Dividend Income
Income by Ticker
Income Over Time
| Date | Ticker | Amount | Per Share | Type | Notes | Actions |
|---|
Earnings Calendar
Upcoming earnings dates for your portfolio and watchlist positions, pulled live from Yahoo Finance.
Watchlist & Playbook
Research Notes