📊 Portfolio
Total Value
$0.00
incl. cash
Total Gain/Loss
$0.00
0.00%
Day Change
$0.00
0.00%
Holdings
0
positions
Cash Balance
$0.00
available
🏆 Top Gainers:—
📉 Top Losers:—
Allocation
Performance
TWR ℹ️: — | Simple Return ℹ️: — | MWR/XIRR ℹ️: —
📋 Holdings
🔄 Transactions
Category:
| Date | Type | Symbol | Shares | Price | Total | FIFO Lot | Gain/Loss | Term | Edit | Account | Note |
|---|
🎯 Strategy
Per-stock strategy mode & per-tier sell/buy %🔔 Alerts
Active triggers and near-threshold warnings
From
To
No alerts yet — refresh prices first.
🗓️ Tax - Schedule D Gain/Loss
Columns:
Part I — Short-Term Capital Gains
| Symbol | Acquired | Sold | Proceeds | Cost Basis | Gain/Loss | Term | Shares | Avg Cost | Current Price |
|---|
Part II — Long-Term Capital Gains
| Symbol | Acquired | Sold | Proceeds | Cost Basis | Gain/Loss | Term | Shares | Avg Cost | Current Price |
|---|