Portfolio
| Name | Value/Invested | Day Change | Gain | Allocation |
|---|---|---|---|---|
| No data available | ||||
| Holding | Shares | Cost basis | Current value | Day Change | Dividends | Dividend yield | Dividend growth (5Y) | Total profit | Realized G/L | IRR | Share in portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|
| No holdings yet. Add your first transaction! | |||||||||||
📊 Yearly Statistics
| Year | Invested | Sold | Net Investment | Realized Gain/Loss | Dividends | Transactions |
|---|---|---|---|---|---|---|
| No yearly data available. | ||||||
All holdings
Asset classes
Holdings flow — Portfolio → Sector → Country
Holdings map (sized by value)
Yield
2.17%
2.42% before tax
3.67% yield on cost
Dividends
▲ 5.3%
$3,757.77
annually
$313.15 monthly
Yield/Payout
Passive income diversification
Average annual growth
Future payments
Next 12m
$3,774.99
Monthly
$314.58
Dividends received
Total
$4,057.98
Dividends received by holding
Dividend growth
● 2024
● 2025
● 2026
Portfolio value
Portfolio performance
Benchmarks:
NASDAQ 100
Dynamics of portfolio returns
Holdings performance
Total Value
Active
$0.00
Current market value of all holdings
Total Cost Basis
$0.00
Total amount invested
Unrealized Gain/Loss
-
$0.00
Profit or loss if sold today
Return Percentage
0.00%
Overall portfolio return
Dividend Yield
0.00%
Weighted average dividend yield
Annual Income
$0.00
Projected yearly dividend income
Holdings Count
0
Number of unique positions
Monthly Income
$0.00
Average monthly dividend income
Top gainers
No active holdings.
Top losers
No active holdings.
| Operation | Holding | Portfolio | Date | Shares | Price | Fee | Summ | Total profit | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|
| No transactions yet. | ||||||||||
Total Dividends Received
$0.00
0 payments
Projected Annual Income
$0.00
Based on current holdings
Monthly Income
Income by Stock
| Symbol | Name | Shares | Div. Yield | Annual Income | % of Total |
|---|---|---|---|---|---|
| No holdings yet. | |||||
Cash Balance
$0.00
0 entries
Total Deposited
$0.00
$0.00 withdrawn
| Type | Date | Amount | Note | |
|---|---|---|---|---|
| No cash entries yet. | ||||
Stock detail
Symbol
—
Price
—
Day Δ
—
Day %
—
Your position: —
Click the row to see every transaction for this symbol| Holding | Shares held | Avg cost | Invested | Sold | Realized G/L | Dividends | Transactions |
|---|---|---|---|---|---|---|---|
| Load a symbol to see your position. | |||||||
Market indices
Source: Yahoo FinanceAI Prediction
Plain-English signals for your symbols, based on Yahoo fundamentals and price trend. Hover any metric or badge for an explanation. Build your own screening rules with Edit rules; each table can be filtered and sorted. The app re-checks every symbol about once a day.
BUY consider adding
TRIM take some profit
SELL consider exiting
HOLD keep as is
Your holdings: buy / sell signals
Stocks you own right now, each with a suggested action and the reasons behind it. Hover the Signal badge for the why, the metrics for what they mean.
| Holding | Price | Signal | Rules | Rev 5Y | Margin | D/E | P/E |
|---|---|---|---|---|---|---|---|
| Analyzing your holdings… | |||||||
Buy now: symbols that pass your rules
Stocks (yours plus your watchlist) that pass every rule right now, best first.
| Holding | Price | Rev 5Y | Margin | D/E | P/E | Yield | Owned |
|---|---|---|---|---|---|---|---|
| Screening… | |||||||
Recently cheaper: held or previously held, below the price 200 days ago
Familiar names (you own them or used to) now trading lower than they were a while back, worth a look as potential dips.
| Holding | Price now | Price before | % below | Status |
|---|---|---|---|---|
| Checking… | ||||