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Stock Portfolio

Why this page exists

What you paid. What it’s worth.

Average cost where the shares trade. Totals in your base. Not a brokerage statement.

  • CostWhat you paid.
  • ValueWhat it’s worth.
  • PnLValue minus cost.

Add a holding. Not TWR. Not advice.

§10.13 · golden stocks_summary · pytest #3 helper −43,050 is not a Demo ticker. Add a holding. Lots reconcile to the Balance Sheet; they are not added on top. · This sleeve is the FIRE Equities line — lots reconcile to the Balance Sheet; they are not added on top. Open Balance Sheet · Open FIRE Tracker.

Current value

0.00

Add a holding to start the book.

Avg cost · listing → base Add a holding

Portfolio PnL

0.00 0.00%

Unrealized on the whole book. FX 0.00.

Lots

0

FX

0.00

Listing

Value vs what you paid

Live from lots · add a holding

What you paid

0.00

Above by 0.00 (0.00%)

0 0 Paid You are here · Now Paid Now
Worth Paid

0.00 · 0.00% of paid · FX 0.00

Add a holding. The line is worth versus what you paid.

Sector mix

Sector bars appear when there is a holding.

SectorValueShareFigure

Add a holding.

Lots (current value desc)

Action Ticker Company Sector Market Platform Ccy Spot FX Cost FX Shares Avg cost (local) Alloc (local) Alloc (base) Alloc % Price (local) Value (local) Value (base) Wt % PnL (local) PnL (base) FX impact
Book 0.00 0.00 0 0.00 0.00 0.00 0.00% 0.00 0.00 0.00 0.00% 0.00 0.00 0.00

Listing cells use the lot ISO. Household totals use base. Unique is ticker + platform. Edit and delete sit on the row.