Investment Portfolio Dashboard (Client)
Client Name :
Initial Capital (USD) :
Fetch Live Prices
Fetch News
Simulate Prices
Save to GitHub
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Currency :
USD – US Dollar
SGD – Singapore Dollar
HKD – Hong Kong Dollar
MYR – Malaysia Ringgit
1 USD = 1.00 USD
GitHub Sync:
Load from GitHub
Save Config
Twelve Data :
Save
MarketAux :
Save
S&P 500
-
-
-
Nasdaq
-
-
-
Dow Jones
-
-
-
VIX
-
-
-
Total Portfolio Value
$0
Total P/L (Value)
$0
Total P/L (%)
0%
Outstanding Cash :
$0
Portfolio Value Trend
Total P/L Trend
Current Holdings
Name
Type
Symbol
Units
First Buy
Avg Cost
Total Cost
Price
Mkt Value
P/L%
P/L$
News Update
Symbol
Headline
Sentiment
Published
Click "Fetch News"
Transaction Record
Add
Delete
Export XLS
Import XLS
Refresh Holdings
No
Name
Symbol
Date
Type
Inv Type
Qty
Unit Cost
Fee
Total Cost
Avg Cost