Portfolio Tracker — demo
Fictional book · deterministic P&L · sample 7-month trend
Total portfolio value
$445,334.00
Invested
$309,387.00
Total return
$135,947.00
+43.94%
Today
$1,814.50
+0.41%
Growth sleeve
6 positionsCurrent value
$171,237.00
Invested
$140,135.00
Total return
$31,102.00
+22.19%
Today
$723.00
+0.42%
Core holdings
6 positionsCurrent value
$274,097.00
Invested
$169,252.00
Total return
$104,845.00
+61.95%
Today
$1,091.50
+0.40%
Total value over time
Total account value at each daily snapshot (150 of 150 points shown). Steps up when you add cash or positions — it tracks value, not return-net-of-deposits.
Growth sleeve — detail
| Ticker | Company | Shares | Cost | Last | Value | Gain $ | Gain % | Today | Wt |
|---|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA | 180 | $92.40 | $171.20 | $30,816.00 | $14,184.00 | +85.28% | $567.00 | 18.0% |
| CEG | Constellation Energy | 140 | $198.50 | $286.70 | $40,138.00 | $12,348.00 | +44.43% | $672.00 | 23.4% |
| TTWO | Take-Two Interactive | 220 | $151.20 | $198.40 | $43,648.00 | $10,384.00 | +31.22% | -$594.00 | 25.5% |
| ALB | Albemarle | 260 | $121.80 | $96.30 | $25,038.00 | -$6,630.00 | -20.94% | $416.00 | 14.6% |
| NTR | Nutrien | 410 | $52.60 | $58.90 | $24,149.00 | $2,583.00 | +11.98% | -$205.00 | 14.1% |
| RIG | Transocean | 1900 | $4.85 | $3.92 | $7,448.00 | -$1,767.00 | -19.18% | -$133.00 | 4.3% |
Core holdings — detail
| Ticker | Company | Shares | Cost | Last | Value | Gain $ | Gain % | Today | Wt |
|---|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft | 120 | $248.30 | $463.10 | $55,572.00 | $25,776.00 | +86.51% | $396.00 | 20.3% |
| AAPL | Apple | 300 | $142.70 | $224.60 | $67,380.00 | $24,570.00 | +57.39% | -$420.00 | 24.6% |
| V | Visa | 150 | $201.40 | $312.80 | $46,920.00 | $16,710.00 | +55.31% | $390.00 | 17.1% |
| JPM | JPMorgan Chase | 130 | $138.90 | $271.50 | $35,295.00 | $17,238.00 | +95.46% | $312.00 | 12.9% |
| JNJ | Johnson & Johnson | 160 | $158.20 | $169.70 | $27,152.00 | $1,840.00 | +7.27% | $112.00 | 9.9% |
| COST | Costco | 45 | $512.60 | $928.40 | $41,778.00 | $18,711.00 | +81.12% | $301.50 | 15.2% |