Your portfolios at a glance :
| Portfolio Name | Created at | AsOf Date | Cost | Market Value | PnL | PnL(%) | Action |
|---|---|---|---|---|---|---|---|
| Guest_Sample_Portfolio | 2025-11-11 | 2025-12-05 | 346,500.00 | 385,904.00 | 39,404.00 | 11.37% |
Guest_Sample_Portfolio
As of 2025-12-05
Stocks Performance
| Ticker | Company Name | Cost/share ($) | Price/share ($) | Quantity | Total Cost ($) | Total MV ($) | Gain/Loss ($) | Gain/Loss (%) |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 275.00 | 280.70 | 200.00 | 55,000.00 | 56,140.00 | 1,140.00 | 2.07% |
| MSFT | Microsoft Corporation | 485.00 | 483.16 | 400.00 | 194,000.00 | 193,264.00 | -736.00 | -0.38% |
| TSLA | Tesla Inc | 325.00 | 455.00 | 300.00 | 97,500.00 | 136,500.00 | 39,000.00 | 40.00% |
| Portfolio Total: | 346,500.00 | 385,904.00 | 39,404.00 | 11.37% | ||||
ETFs Performance
| Ticker | Name | Cost/share ($) | Price/share ($) | Quantity | Total Cost ($) | Total MV ($) | Gain/Loss ($) | Gain/Loss (%) |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRUST | 635.92 | 684.39 | 544.88 | 346,500.00 | 372,910.42 | 26,410.42 | 7.62% |
| VTI | Vanguard Total Stock Market ETF | 312.31 | 337.56 | 1,109.47 | 346,500.00 | 374,512.69 | 28,012.69 | 8.08% |
| QQQ | Invesco QQQ Trust | 572.85 | 625.48 | 604.87 | 346,500.00 | 378,334.09 | 31,834.09 | 9.19% |