Portfolio Tracker

Monitor your investment holdings and performance

Total Value

$30,563.5

Total Gain/Loss

$3,113.5

+11.34%

Total Cost Basis

$27,450

Holdings

AAPL

Apple Inc.Technology

Shares: 50

Avg Price: $150.00

Current: $178.25

Value: $8912.50

+$1412.50

+18.83%

MSFT

Microsoft Corp.Technology

Shares: 25

Avg Price: $380.00

Current: $412.80

Value: $10320.00

+$820.00

+8.63%

JNJ

Johnson & JohnsonHealthcare

Shares: 40

Avg Price: $145.00

Current: $156.90

Value: $6276.00

+$476.00

+8.21%

JPM

JPMorgan ChaseFinance

Shares: 30

Avg Price: $155.00

Current: $168.50

Value: $5055.00

+$405.00

+8.71%

Sector Allocation

Portfolio Summary

Total Holdings:4

Total Shares:145

Best Performer:AAPL (+18.8%)

Disclaimer: This portfolio tracker is for informational and tracking purposes only. It does not execute trades or connect to brokerage accounts. All data is for demonstration purposes.