Portfolio Summary
Showing summary for COL Financials.
Total Investments
613,980.00
Lifetime principal
Yearly ROI % (2026)
1.25%
2026 Return
Total Stocks Cost
728,209.31
Cost basis of current holdings
Total Market Value
608,041.07
Current value of holdings
Cash Balance
60,212.66
Available to trade
Total Dividends
179,787.07
Lifetime Received
Total Realized P&L
(5,345.10)
Lifetime (Trades)
Realized ROI %
28.41%
174,441.97
Actual return on invested principal
Portfolio Performance %
(16.50)%
Performance of current holdings