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Live portfolio overview based on your transactions and latest quotes.
Last updated Aug 13, 2026 at 05:31 PM ET
The core snapshot of your portfolio today.
Total Account Value
$410187.59
Positions Value
$382354.33Cash
$27833.26Total Return
119.02%
Total Gain
+$218187.59Day P/L
+$943.12
+0.25%
Unrealized Gain
+$206741.83 / +117.73%Performance Analysis
Returns, benchmark comparison and professional metrics for the selected 6 month period.
Portfolio and S&P 500 Total Return performance over the selected period.
Uses the official S&P 500 Total Return Index history.
Portfolio
+9.6%
ExactS&P 500 Total Return
+14.1%
ExactAlpha vs S&P 500 Total Return
-4.5%
ExactBest Month
April 2026
+9.4%
Alpha -1.1%
Portfolio delivered positive monthly alpha in 3 of 7 months.
Source: Official S&P 500 Total Return Index
Professional return and risk metrics for the selected 6 month period.
Overall Portfolio Score
Performance Mode: Cash-Aware · Analysis Period: 6M
Exact★★★★☆
Good
Average score from 7 available metrics.
TWR
Exact9.57%
★★★★☆ Good
MWR / XIRR
Exact20.33%
★★★★★ Excellent
Period Return
Exact9.57%
★★★★☆ Good
Alpha vs S&P 500 Total Return
Exact-4.48%
★★☆☆☆ Poor
Risk-adjusted metrics for the selected 6 month period.
Sharpe Ratio
Exact1.50
★★★★☆ Good
Sortino Ratio
Exact2.57
★★★★☆ Good
Maximum Drawdown
Exact-8.4%
★★★★★ Excellent
Calmar Ratio
UnavailableN/A
CAGR is unavailable for this period, so Calmar is unavailable.
| Ticker | Company | Gross Exposure Weight | Gross Exposure | P/L |
|---|---|---|---|---|
| AMZN | Amazon.com, Inc. | 9.92% | $37942.16 | $23942.16 / 171.02% |
| MSFT | Microsoft Corporation | 9.74% | $37245.78 | $19745.78 / 112.83% |
| GOOGL | Alphabet Inc. | 9.20% | $35161.53 | $25536.53 / 265.31% |
| META | Meta Platforms, Inc. | 7.46% | $28534.28 | $21359.28 / 297.69% |
| LLY | Eli Lilly and Company | 7.24% | $27666.84 | $18916.84 / 216.19% |
Income records imported from Yahoo, brokers, or manual entries.
Total Dividends Earned
$1346.20
Dividends YTD
$241.15
Top Dividend Ticker
JPM · $349.70
Dividend data imported from Yahoo Finance, broker files, and manual entries. 0 records imported from Yahoo Finance · MANUAL: 14.