Money spread across a 401(k), an IRA and a trading account at different brokers? Instead of logging in to each one, see how all of them are doing on one screen. Type in the shares you hold at any broker and the portal keeps a live scorecard: what it is worth today, what you have gained or lost, and the dividend income it pays you. Nothing is linked to your broker — it is a list you keep, and the portal does the maths.
Your holdings are private to your login. Prices come from public market data; the portal never sees or touches your broker account.
| Symbol | Qty | Cost/Share | Last Price | Day's P&L | Unreal P&L | Div/Share/Yr | Yield | Freq | Annual Income |
|---|---|---|---|---|---|---|---|---|---|
| SCHD | 120.00 | $26.40 | $28.15 | +$38.40 | +$210.00 | $1.02 | 3.62% | Quarterly | $122.40 |
| O | 84.37 | $54.10 | $58.92 | −$11.81 | +$406.66 | $3.16 | 5.36% | Monthly | $266.61 |
| AAPL | 25.00 | $171.30 | $189.44 | +$21.25 | +$453.50 | $1.00 | 0.53% | Quarterly | $25.00 |
| VTI | 40.00 | $248.60 | $241.10 | −$18.00 | −$300.00 | $3.48 | 1.44% | Quarterly | $139.20 |
Illustrative numbers. The 84.37 shares of O are 80 bought plus 4.37 added by reinvested dividends.
Which way has each holding's price been heading, and which levels would the bot's rules use? Worked out every night from the last year of prices, for every holding you own.
Illustrative numbers. Reference targets are milestones, not instructions. General information, not personalized investment advice.
Illustrative numbers. Gains show in green, losses in red, dividend income in blue.