| Date | Symbol | Type | Side | Qty | Price | Total | Days | Broker |
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A short reference for every metric and section on this page — what it measures, and how to read it.
The current market value of everything you hold, converted to your display currency. The small percentage next to it is the change since your first transaction.
Unrealized gain or loss in cash terms — current value minus what you paid (cost basis).
Your return with the effect of deposits and withdrawals removed. Use this to compare your performance fairly against a benchmark or another investor.
Your annualized return weighted by the actual size and timing of your cash flows — closer to "what rate of return did my money really earn."
Total dividends received as a percentage of cost basis — your income return, separate from price appreciation.
How your TWR compares to a passive index (default S&P 500). Positive means your decisions outperformed simply holding the index.
Total trading fees paid, grouped by broker — useful for spotting where costs are eating into returns.
Current market value grouped by broker — a quick sanity check that your balances match what each account actually shows.
Cumulative capital deployed over time, so you can see growth trajectory at a glance.
Current value broken down by individual symbol or by asset type — toggle between the two right on the chart. A quick check on diversification and concentration risk.
Your best and worst performing positions today, ranked by live intraday price movement.
Your latest logged buys, sells and dividends. Open the full Transactions view to filter, edit, import or export.
| Date | Symbol | Type | Side | Qty | Price | Total | Fee | Div | CCY | Days | Broker | Notes | Actions |
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| Symbol | Type | Qty | Avg Cost | Mkt Price | Value | G/P | G/P % | Days | Weight |
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| Symbol | Type | Investor | Qty | Avg | Value | G/P | G/P % |
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