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Realized P&L
P&L by quarter
Realized P&L by stock
≤ −10%
−10% to −3%
−3% to −1.1%
−1.1% to +1.1%
+1.1% to +3%
+3% to +10%
≥ +10%
Top periods
| Metric | Period | P&L (USD) |
|---|
Quarterly return
Portfolio
S&P 500 (SPY, price only)
Daily P&L
Select a day to see its transactions.
Realized monthly P&L—
P&L by instrument type
All-time totals
Cash flows by account
Amounts in USD. Inferred sales of transferred-in holdings count as deposits; interest is shown separately.
| Broker / account | Deposits (USD) | Withdrawals (USD) | Net cash flow (USD) | Interest income (USD) | Interest expense (USD) | Net interest (USD) |
|---|
Open positions 0
Unrealized P&L uses the market price and timestamp shown for each position.
Unrealized P&L—
| Broker / account | Symbol | Instrument | Side | Quantity | Average entry | Market price | Market value | Unrealized P&L | Price as of |
|---|
Complete Stock History
*Return uses the entry value of closed lots. Avoid uploading files with overlapping dates.