My Portfolio

One quick look at everything you own.

Separate from the picks. 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.

The Quick Peek · every time you open the page

Portfolio Value

$48,210

Current market value

Cost Basis

$41,950

Amount invested

Unrealized P&L

$6,260

14.92%

Annual Dividends

$1,384

9 payers

Monthly Avg

$115

Passive income

Portfolio Yield

2.87%

On invested value

What you can track

✓Live value & today's move — prices refresh every time you open the page; each holding shows the day's change and your overall gain or loss.
✓Dividend income — what each holding pays per share per year, how often (monthly, quarterly, annual), the yield on today's price, and your total yearly and monthly income.
✓Dividends reinvested for you — on the day a dividend is paid, the portal adds the fractional shares it would have bought and updates your share count and average cost. On by default per portfolio; switch it off if your broker pays cash.
✓Best and worst — your strongest and weakest holdings at a glance, plus a P&L chart and an allocation donut.
✓Several accounts — keep a retirement account and a trading account apart, or see them combined.
✓Cash & pending — note cash or a pending transfer so the total matches your broker.

How it works

1Type in each holding: the stock, how many shares, and what you paid. That's all.
2The portal looks up today's price, the company name and the dividend details for you.
3Click any ticker for its card — name, shares held, average cost, today's move, dividend per share and yield.
4Bought or sold something? Update the entry yourself — nothing is pulled from your broker automatically.

Your holdings are private to your login. Prices come from public market data; the portal never sees or touches your broker account.

Holdings · Retirement

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.