Taste of Moksha TradeBot
How It Works The Signals Portfolio Results FAQ Contact Us
Sign In / Sign Up
My Portfolio

Every account you own, in one place.

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.

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
Dividend Yield
2.87%
On current 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.
  • ✓All your accounts together — add each broker account as its own portfolio, then see the combined total, gain or loss and income across all of them. Or look at one account on its own.
  • ✓Private to you — no other member can see your portfolios or holdings.
  • ✓When it last changed — each portfolio shows when a position was last added or removed.

How it works

  • 1Add a portfolio for each account, then type 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? Edit or delete the entry from its ⋯ menu — nothing is pulled from your broker automatically.
  • 5Acted on a signal? Save it straight to a portfolio with ⋯ › Add to My Portfolio on the Signals list. Stocks you hold are marked 💼 there — tap it to see your position.

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

Sign In to Try It →

Holdings · RetirementLast position added/removed Sep 18, 2026 10:42am
SymbolQtyCost/ShareLast PriceDay's P&LUnreal P&LDiv/Share/YrYieldFreqAnnual Income
SCHD120.00$26.40$28.15+$38.40+$210.00$1.023.62%Quarterly$122.40
O84.37$54.10$58.92−$11.81+$406.66$3.165.36%Monthly$266.61
AAPL25.00$171.30$189.44+$21.25+$453.50$1.000.53%Quarterly$25.00
VTI40.00$248.60$241.10−$18.00−$300.00$3.481.44%Quarterly$139.20

Illustrative numbers. The 84.37 shares of O are 80 bought plus 4.37 added by reinvested dividends.

Algorithmic Analysis

Click any gain or loss % for a plain-English check-up.

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.

AAPL Algorithmic Analysis · now $189.44
RisingThe price is above its long-term average, and that average is heading up.
Levels the bot's rules would use
Risk levelreference point for a big drop$171.209.6% below today's price
Recent highhighest price in 3 months$196.803.9% above today's price
Reference targeta big but realistic rise$207.709.6% above today's price
Long-term averagethe price is above it$176.306.9% below today's price

Illustrative numbers. Reference targets are milestones, not instructions. General information, not personalized investment advice.

All Accounts · combined view
Retirement 4.12% yield · $96/mo
Annual income$1,152
Monthly avg$96
Brokerage 1.38% yield · $19/mo
Annual income$232
Monthly avg$19
Trading 0.00% yield · $0/mo
Annual income$0
Monthly avg$0

🏆 Top Performers

Retirement
AAPLApple Inc.: +$453 P&L · $25/yr div+10.6%
ORealty Income: +$407 P&L · $267/yr div+8.9%
Trading
None right now

⚠️ Problem Positions

Retirement
VTIVanguard Total Stock Market: −$300 P&L · $139/yr div−3.0%
Trading
RIVNRivian Automotive: −$184 unrealized−12.4%
SNAPSnap Inc.: −$62 unrealized−5.1%

Illustrative numbers. Gains show in green, losses in red, dividend income in blue.

Taste of Moksha TradeBot Free Indicators Premium Indicators

Help & Policies

FAQ Privacy Policy Terms & Conditions Cookie Settings

Contact

Signals are general and not personalized investment advice. You make your own investment decisions and place your own trades. Past or hypothetical performance does not guarantee future results. Market data is sourced from Alpaca Markets and from Yahoo Finance via the open-source yfinance library. Not affiliated with or endorsed by Alpaca or Yahoo. Data may be delayed or inaccurate; for personal, informational use only — not investment advice.

© 2026 Taste of Moksha · TradeBot · v2026.10.30.3 · Crafted By: TIVA Digital