Investments

Demo

Track your accounts and see your total investments.

Total investments

$295,000

+$155,829 · +112.0%all time

Updated today

Total cost (invested)

$267,768

Unrealized gain / loss

+$50,550

Unrealized gain / loss %

+18.9%

Of available holdings’ cost

Number of holdings

Across 3 synced accounts

Investment accounts

3 accounts across 1 institution

Account	Type	Freshness	Balance


Brokerage account	Brokerage	Updated Aug 8	$58,000

Fidelity 401(k)	Retirement	Updated Aug 8	$165,000

Roth IRA	Retirement	Updated Aug 8	$72,000

Investment performance

Change in tracked balances; synced positions and manual accounts are included when recorded.

1 month

+$0

+0.0%

3 months

+$0

+0.0%

YTD

+$0

+0.0%

1 year

+$0

+0.0%

Contributions

One-off additions made outside your scheduled check-ins.

No additional contributions logged yet.

Holdings

VGRO.TO

3,100 shares

$129,735

+19.6%

VOO

130 shares

$71,994

+23.1%

MNY.TO

1,400 shares

$35,265

+0.8%

VFV.TO

210 shares

$30,517

+25.3%

XEQT.TO

480 shares

$16,378

+16.1%

AAPL

25 shares

$5,688

+37.9%

Other

-$23,319

—

Account breakdown

2 types

$295,000

Total investments

Recent investment activity

Trades and dividends from synced accounts

No recent trades or dividends

Trade and dividend activity appears after a connected brokerage syncs.