Coming soon
Sample data for illustration
Portfolio tracker is coming soon
This is a preview of the layout. Nothing on this page works yet, and every figure is sample data.
Portfolio tracker
A sample portfolio
Value
152,210
Cost 145,100
Unrealised gain
7,110
Dividends this year
2,400
Return a year
7.9%
Holdings
| Holding | Type | Quantity | Average cost | Price | Value | Weight |
|---|---|---|---|---|---|---|
| Sample Bank Ltd | Stock | 100 | 210.00 | 238.50 | 23,850 | 15.7% |
| Sample Energy Ltd | Stock | 150 | 118.00 | 126.40 | 18,960 | 12.5% |
| Sample Cement Ltd | Stock | 20 | 820.00 | 790.00 | 15,800 | 10.4% |
| Sample Money Market Fund | Fund | 600 | 100.00 | 103.50 | 62,100 | 40.8% |
Allocation
Stock: 38.5%
Fund: 61.5%
Concentration
One holding is a large share of this sample portfolio. This describes the allocation. It is not a suggestion to change it.The tracker will record what you did. It will never rate holdings or suggest trades.
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