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Data Management
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New User? We initialized with demo data. Feel free to clear and fill in your own trades below!
Portfolio Snapshot
Total Portfolio Value
$0.00
Current market value of all holdings.Unrealized Gain/Loss
$0.00 (0.00%)
Profit/Loss on current holdings.Realized Gain/Loss
$0.00
Profit/Loss from positions sold.Overall Return
N/A
Total gain vs. net capital invested.S&P 500 Equivalent
N/A
Return if net invested tracked S&P 500.vs. S&P 500
N/A
Portfolio return % vs. S&P 500 return %.Bitcoin Equivalent
N/A
Return if net invested tracked BTC.vs. Bitcoin
N/A
Portfolio return % vs. BTC return %.Risk Metrics
Sharpe Ratio
Sortino Ratio N/A
Max Drawdown N/A
Portfolio Performance vs. Benchmarks
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Update Prices
Holdings
Allocation by Value (%)
| Ticker | Shares | Avg Price | Current Price | Value | Unrealized G/L | Actions |
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Financial Calculator
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Performance Comparison
Individual Positions Value Over Time
Realized Positions
Positions you have completely sold.
| Ticker | Total Cost | Total Proceeds | Realized Gain/Loss |
|---|
Trade History
Most recent trades shown first.
| Date | Ticker | Action | Shares | Price | Total | Profit/Loss | Notes | Actions |
|---|