The bigger picture, down to the details.
| Date | Value |
|---|---|
| Sep 28, 2025 | USD 40,000.00 |
| Oct 28, 2025 | USD 41,100.00 |
| Nov 28, 2025 | USD 40,700.00 |
| Dec 28, 2025 | USD 42,100.00 |
| Jan 28, 2026 | USD 41,800.00 |
| Feb 28, 2026 | USD 43,000.00 |
| Mar 28, 2026 | USD 41,500.00 |
| Apr 28, 2026 | USD 42,400.00 |
| May 28, 2026 | USD 43,700.00 |
| Jun 28, 2026 | USD 43,000.00 |
| Jul 28, 2026 | USD 44,200.00 |
| Aug 28, 2026 | USD 45,000.00 |
| Sep 28, 2026 | USD 46,125.00 |
The difference between the sample holdings’ value and their remaining cost basis. Excludes cash.
A point-in-time viewA closer look at what you own in this sample portfolio.
Scroll across to see every detail
| Company | Price / day | Avg. cost | Units | Weight | Market value | Unrealised gain |
|---|---|---|---|---|---|---|
MSFTMicrosoft | USD 420.00+0.72% | USD 400.00 | 25 | 25.77% | USD 10,500.00 | +USD 500.00+5.00% |
AAPLApple | USD 225.00+1.12% | USD 200.00 | 40 | 22.09% | USD 9,000.00 | +USD 1,000.00+12.50% |
JNJJohnson & Johnson | USD 165.00−0.24% | USD 150.50 | 50 | 20.25% | USD 8,250.00 | +USD 725.00+9.63% |
NVDANVIDIA | USD 140.00+2.18% | USD 120.00 | 50 | 17.18% | USD 7,000.00 | +USD 1,000.00+16.67% |
VVisa | USD 300.00−0.38% | USD 280.00 | 20 | 14.72% | USD 6,000.00 | +USD 400.00+7.14% |
Explore how the dashboard handles different data states. These controls only change this local demo.