CodenInvest
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PORTFOLIO COMMAND CENTER // DEMO MODE
86% CACHE HIT
NET WORTH
$89,818
COST BASIS $69,250
UNREALIZED P&L
+$20,568
+29.7%
ACTIVE PORTFOLIOS
3
15 POSITIONS TRACKED
DATA QUALITY
10 LIVE
4 CACHED
1 FALLBACK
PORTFOLIO OVERVIEWNEW PORTFOLIO
TOP HOLDINGS BY VALUE
SECTOR ALLOCATION
Growth Portfolio
43.2%Dividend Income
18.0%Roth IRA
38.8%SYSTEM LOG
[2/9 09:15]Viewed Growth Portfolio
[2/9 08:30]Updated prices for 15 positions
[2/8 14:00]Uploaded 12 dividend records from CSV
[2/8 10:45]Viewed Roth IRA
[2/7 16:20]Added 8 shares of META to Roth IRA
[2/7 09:00]Updated prices for 10 positions
[1/15 10:00]Created Roth IRA portfolio