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Sample portfolioRead-only
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This preview uses static demo data and mirrors the premium dashboard without touching your real portfolio, import flow, or broker connections.
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Portfolio Value
Total market value of all your holdings at current prices, excluding cash.
$36,212.00
Invested now: $31,450.00
|Cost basis of your current holdings - what you paid for the shares you still own.
Cash: $4,800.00
Inferred from buy/sell transactions. May differ from actual broker balance.
Today
+$94.00
+0.26% today
Performance
Sample data$36,212
+$6,102 (+20.27%) over 1Y
Allocation
A read-only breakdown of the sample portfolio.
Top Movers
See how the demo holdings are behaving.
Top Gainers
MSFT
Microsoft Corp.
+32.36%
+$1,686.00
AAPL
Apple Inc.
+31.63%
+$1,724.00
VOO
Vanguard S&P 500 ETF
+19.02%
+$1,130.00
Top Losers
NKE
Nike, Inc.
-11.97%
-$548.00
NVDA
NVIDIA Corp.
-6.67%
-$170.00
Yearly Performance
2022
2023
2024
2025
2026
20222026
Dividends
Dividend income by month and stock
$148.00
2026 total
$12.33
avg / month
+32.1%
vs 2025
$518.00
all time
AAPL
JPM
MSFT
VOO
Breakdown
Jan$24.00
| Stock | Shares | Ex-Date | Per Share | Payout | Source |
|---|---|---|---|---|---|
JPM | 18 | 2026-01-15 | 1.330 | $24.00 | calc |
Mar$36.00
| Stock | Shares | Ex-Date | Per Share | Payout | Source |
|---|---|---|---|---|---|
VOO | 14 | 2026-03-20 | 2.570 | $36.00 | calc |
Jun$18.00
| Stock | Shares | Ex-Date | Per Share | Payout | Source |
|---|---|---|---|---|---|
AAPL | 34 | 2026-06-12 | 0.530 | $18.00 | calc |
Sep$32.00
| Stock | Shares | Ex-Date | Per Share | Payout | Source |
|---|---|---|---|---|---|
MSFT | 16 | 2026-09-17 | 2.000 | $32.00 | calc |
Dec$38.00
| Stock | Shares | Ex-Date | Per Share | Payout | Source |
|---|---|---|---|---|---|
VOO | 14 | 2026-12-10 | 2.710 | $38.00 | calc |
Holdings Preview
Top positions from the static sample portfolio.
| Symbol | Company | Weight | Value | Total P&L |
|---|---|---|---|---|
| AAPL | Apple Inc. | 19.8% | $7,174.00 | +$2,112.00 |
| VOO | Vanguard S&P 500 ETF | 19.5% | $7,070.00 | +$1,318.00 |
| MSFT | Microsoft Corp. | 19.0% | $6,896.00 | +$1,760.00 |
| AMZN | Amazon.com Inc. | 14.1% | $5,096.00 | +$476.00 |
| NKE | Nike, Inc. | 11.1% | $4,032.00 | -$506.00 |