All Portfolios / [[ portfolio.name ]] ([[ portfolio.currency_code ]]) You've added and/or removed trades, please refresh the page.
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[[ portfolio.mkt_value | meganumber : 2]]
Market value
[[ portfolio.cash_value | meganumber : 2 ]]
Cash
[[ portfolio.cash_value_dividends | meganumber : 2 ]]
Dividends
[[ selectedPortfolioGain.value | meganumber : 2 ]]
[[ selectedPortfolioGainp.value | number : 2 ]]%
[[ selectedPortfolioReturn.value | number : 2 ]]%
[[ selectedPortfolioRisk.value | number : 2 ]]%
[[ portfolio.extend.sharpe | number : 2 ]]
Sharpe Ratio
[[ portfolio.commissions | number : 2 ]]
Commissions
[[ portfolio.buys + portfolio.sells | number : 0 ]]
Total Trades
[[ portfolio.buys | number : 0 ]]
Buys
[[ portfolio.sells | number : 0 ]]
Sells
Last trade: [[ portfolio.lastTrade.trade_type_text ]] [[ portfolio.lastTrade.name ]] [[ portfolio.lastTrade.shares | number : 0 ]] shares on [[ portfolio.lastTrade.trade_datetime ]]
True Performance S&P 500 Nasdaq Dow Jones
First trade has been made less than [[portfolio.first_trade_ago_days + 1]] days ago. Please, wait a couple of days for chart.
Assets by portfolio share
Asset Share Share, %
[[ ticker.code ]] — [[ ticker.name ]] [[ ticker.mkt_value | number : 2 ]] [[ticker.us_mkt_value / portfolio.mkt_value_no_cash * 100 | number : 2]]%
  and [[ portfolio.breakdown.sharesBreakdown.length - amountChartShares ]] more ...
Total [[ portfolio.mkt_value_no_cash | number : 2]] 100.00%
World Domination
Assets by currency
Currency Share Share, %
[[currency.code]] — [[ currency.value | number : 2 ]] [[ currency.valuep | number : 2]]%
Total [[ portfolio.mkt_value_no_cash | number : 2 ]] 100.00%
Assets by sectors
 
Sector [[ portfolio.name ]]
[[sector.sector]] [[sector.valuep | number : 2]]%
Assets by capitalization
 
Capitalization Share
[[capitalization.title]] [[capitalization.valuep | number : 2]]%
  [[ ticker.code ]] [[ ticker.valuep | number : 2 ]]%
  and [[ capitalization.tickers.length - 2 ]] more ...
[[portfolio.user_risk_manual | number : 1]]
Total
US Stocks
Asset Class Recommended Share Current Share Current Value
  [[alloc.asset_name]] [[alloc.rec_share | number : 2]]% [[alloc.cur_share | number : 2]]% [[alloc.cur_share | number : 2]]% [[alloc.cur_amount| meganumber : 2]] [[alloc.cur_amount| meganumber : 2]]
 
Recommended ETFs: [[ rec.ticker.code ]]
Or pick stocks manually:  [[ rec.name ]]
[[ item.title ]]
[[ item.desc]]
Advice: [[item.advice]]
Completed trades [[ portfolio.buys + portfolio.sells ]]
Buys [[ portfolio.buys ]]
Sells [[ portfolio.sells ]]
Commissions [[ portfolio.commissions | number : 2]]
Return
Return [[ portfolio.gain | number : 2]]
Return, % [[ portfolio.gainp | number : 2 ]]%
Commissions
Commissions [[ portfolio.commissions | number : 2 ]]
Return after comm, [[ portfolio.gain - portfolio.commissions | number : 2 ]]
Return after comm, % [[ 100 * (portfolio.gain - portfolio.commissions)/portfolio.cost_basis | number : 2 ]]%
Positions
Long positions [[ portfolio.longs | nanzero ]]
Short positions [[ portfolio.shorts | nanzero ]]
Trade Statistics
Wins [[ portfolio.wins ]]
Losses [[ portfolio.losses ]]
Wins, % [[ 100 * portfolio.wins / (portfolio.wins + portfolio.losses) | number : 2 | nanzero ]]%
Losses, % [[ 100 * portfolio.losses / (portfolio.wins + portfolio.losses) | number : 2 | nanzero ]]%
Buys [[ portfolio.buys ]]
Sells [[ portfolio.sells ]]
Total trades [[ portfolio.buys + portfolio.sells ]]
Last trade: [[ portfolio.lastTrade.trade_type_text ]] [[ portfolio.lastTrade.name ]] [[ portfolio.lastTrade.shares | number : 0 ]] shares on [[ portfolio.lastTrade.trade_datetime ]]
Trades Trades
|
Cash Transactions Cash Transactions
[[tradeError]]
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Symbol
Date
Price 
Action
Shares
Comm.
Symbol Type Date Shares Price Cash value Comm.
[[ trade.code ]] [[ trade.type ]] [[ trade.type ]] [[ trade.datetime_str ]] [[ trade.shares | number : 2 ]] [[ trade.price | number : 2 ]] [[ trade.cashValue | meganumber : 2 ]] [[ trade.commission | number : 2 ]]

Cash Transactions

Transaction type Date Cash value Notes
[[ cashItem.type | capitalize ]] [[ cashItem.textDate ]] [[ cashItem.initCash | meganumber : 2 ]] [[ cashItem.notes ]]
Optimization strategies for your assets.
Click on any portfolio to get details about asset shares.
Portfolio Exp.Return Risks (Volatility) Sharpe Ratio
[[ optimized['name'] ]] [[ optimized['name'] ]] [[ optimized['return']| number : 2 ]]% [[ optimized['risk'] | number : 2 ]]% [[ optimized['sharpe'] | number : 2 ]]
[[ portfolio.name ]] [[ portfolio.extend.return | number : 2 ]]% [[ portfolio.extend.risk | number : 2 ]]% [[ portfolio.extend.sharpe | number : 2 ]]
Asset shares for [[ portfolioOptimized.name ]] optimization strategy.
Asset [[ portfolioOptimized.name ]] [[ portfolio.name ]] 1yr Exp.Return 1yr Volatility
[[ticker.name]] [[ ticker.valuep_optimized | number : 2 ]]% [[ ticker.valuep_portfolio | number : 2 ]]% [[ ticker.return | number : 2 ]]% NaN [[ ticker.risk | number : 2 ]]% NaN
Not enough assets for optimization.
Please add at least 3 assets to get portfolio optimization strategies.
[[tradeError]]
You have reached your trades limit. Try our plan 14 days for Free. No credit cards required.
Symbol
Date
Price 
Action
Shares
Comm.
Trade Added! Action: [[trade.trade_type]]. [[trade.ticker.name]], [[trade.shares]] shares for the price [[trade.price]].
Name 1yr Exp. Return 1yr Volatility Portfolio Share, % Price Shares Cost Basis Mkt Value Gain Gain %
Cash Value Deposit / Withdraw [[cashError]] Amount: Date: [[addWithdrawCash]] Cash Cancel [[ portfolio.cash_value - portfolio.cash_value_dividends| meganumber : 2 ]] [[ portfolio.cash_value | meganumber : 2 ]]  
[[ ticker.code ]]
[[ ticker.name ]]
[[ ticker.expreturn | number : 2 | plus ]]% NaN [[ ticker.volatility | number : 2 ]]% NaN [[ ticker.mktValue/portfolio.cost_basis * 100 | number : 2 ]]% [[ ticker.price | number : 2 ]] [[ ticker.shares | number : 2 ]] [[ ticker.costBasis | number : 2 ]] [[ ticker.mktValue | number : 2 ]] [[ ticker.gain | number : 2 ]] [[ ticker.gainp | number : 2 ]]%
Portfolio value (without cash) [[ portfolio.return | number : 2 ]] [[ portfolio.risk | number : 2 ]]   [[ portfolio.cost_basis | number : 2 ]] [[ portfolio.mkt_value_no_cash | number : 2 ]] [[portfolio.gain_no_cash | number : 2]] [[portfolio.gainp_no_cash | number : 2]]%
Portfolio value + Dividends [[ portfolio.return | number : 2 ]] [[ portfolio.risk | number : 2 ]]   [[ portfolio.cost_basis | number : 2 ]] [[ portfolio.mkt_value_no_cash + portfolio.cash_value_dividends | number : 2 ]] [[portfolio.gain | number : 2]] [[portfolio.gainp | number : 2]]%

Portfolio Tips

[[ item.title ]]
[[ item.desc]]
Advice: [[item.advice]]
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