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Investment Portfolio

Track stocks, crypto, and retirement accounts in one place

Portfolio Summary — 4 holdings

Total Value

£34,950

across all holdings

Cost Basis

£26,500

your contributions

Total Returns

+£8,450

+31.9% · unrealized

Annual Dividends

£84

per year

Retirement52.9%
Crypto27.9%
Fund / ETF13.6%
Stock5.6%

Current Value

£1,950

Cost Basis

£1,500

Returns

+£450

+30.0%

Annual Dividends

£24

per year

Adds investment value as an asset to your net worth

Current Value

£9,750

Cost Basis

£6,000

Returns

+£3,750

+62.5%

Annual Dividends

£0

per year

Adds investment value as an asset to your net worth

Current Value

£4,750

Cost Basis

£4,000

Returns

+£750

+18.8%

Annual Dividends

£60

per year

Adds investment value as an asset to your net worth

Current Value

£18,500

Cost Basis

£15,000

Returns

+£3,500

+23.3%

Annual Dividends

£0

per year

Adds investment value as an asset to your net worth

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