Your portfolios at a glance :
| Portfolio Name | Created at | AsOf Date | Cost | Market Value | PnL | PnL(%) | Action |
|---|---|---|---|---|---|---|---|
| Guest_Sample_Portfolio | 2025-06-22 | 2025-06-25 | 238,000.00 | 330,933.00 | 92,933.00 | 39.05% |
Guest_Sample_Portfolio
As of June 25, 2025
Stocks Performance
| Ticker | Company Name | Cost/share ($) | Price/share ($) | Quantity | Total Cost ($) | Total MV ($) | Gain/Loss ($) | Gain/Loss (%) |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | 400.00 | 492.27 | 250.00 | 100,000.00 | 123,067.50 | 23,067.50 | 23.07% |
| AAPL | Apple Inc | 100.00 | 201.56 | 300.00 | 30,000.00 | 60,468.00 | 30,468.00 | 101.56% |
| TSLA | Tesla Inc | 240.00 | 327.55 | 450.00 | 108,000.00 | 147,397.50 | 39,397.50 | 36.48% |
| Portfolio Total: | 238,000.00 | 330,933.00 | 92,933.00 | 39.05% | ||||
ETFs Performance
| Ticker | Name | Cost/share ($) | Price/share ($) | Quantity | Total Cost ($) | Total MV ($) | Gain/Loss ($) | Gain/Loss (%) |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRUST | 593.05 | 607.12 | 401.32 | 238,000.00 | 243,649.40 | 5,649.40 | 2.37% |
| VTI | Vanguard Total Stock Market ETF | 291.72 | 299.36 | 815.85 | 238,000.00 | 244,232.86 | 6,232.86 | 2.62% |
| QQQ | Invesco QQQ Trust | 524.79 | 541.16 | 453.51 | 238,000.00 | 245,421.47 | 7,421.47 | 3.12% |