Consolidated Dashboard
Showing combined summary for Consolidated View (All Portfolios).
Total Investments
2,733,980.00
Lifetime principal
Yearly ROI % (2026)
0.62%
2026 Return
Total Stocks Cost
2,523,741.63
Cost basis of current holdings
Total Market Value
3,457,407.47
Current value of holdings
Cash Balance
778,365.17
Available to trade
Total Dividends
452,877.65
Lifetime Received
Total Realized P&L
115,249.16
Lifetime (Trades)
Realized ROI %
20.78%
568,126.81
Actual return on invested principal
Portfolio Performance %
37.00%
Performance of current holdings