Portfolio Management

Portfolios

Portfolios
Equal weighted workspace
Last updated 17 Aug 2026 20:43
Total value£125,215.05
Total P&L£25,215.05
Total P&L %25.22 %
Holdings10
Top concentration15.6%
Last calculated17 Aug 2026
StatusChecking
Buy
Actions
AAPL
Apple 53.45 190.25 187.10 £168.36 1.68 % £10,168.37 8.1 % 02 Jan 2024 14:30
MSFT
Microsoft 27.02 420.10 370.10 £1,350.99 13.51 % £11,350.98 9.1 % 02 Jan 2024 14:30
NVDA
NVIDIA 20.76 940.50 481.68 £9,525.42 95.25 % £19,525.44 15.6 % 02 Jan 2024 14:30
AMZN
Amazon 66.7 182.40 149.93 £2,165.68 21.66 % £12,165.68 9.7 % 02 Jan 2024 14:30
GOOGL
Alphabet 71.65 171.35 139.56 £2,277.87 22.78 % £12,277.88 9.8 % 02 Jan 2024 14:30
META
Meta 28.88 486.25 346.29 £4,041.69 40.42 % £14,041.68 11.2 % 02 Jan 2024 14:30
JPM
JPMorgan Chase 58.52 197.10 170.88 £1,534.41 15.34 % £11,534.41 9.2 % 02 Jan 2024 14:30
XOM
Exxon Mobil 99.45 116.25 100.55 £1,561.41 15.61 % £11,561.41 9.2 % 02 Jan 2024 14:30
JNJ
Johnson & Johnson 63.74 153.40 156.89 -£222.45 -2.22 % £9,777.55 7.8 % 02 Jan 2024 14:30
WMT
Walmart 191.79 66.80 52.14 £2,811.66 28.12 % £12,811.66 10.2 % 02 Jan 2024 14:30
Purchase history
Includes buys, sells, shorts, and covers.
Oldest first
Select a holding to view its trade history.

Insights

  • Allocation Top weight 15.6% (NVDA)
  • Flags Missing 0, stale 0, unknown 0, untrusted 0
  • Quick tip Paste CSV text or drop/upload a CSV to import trades quickly.

Performance

Cumulative P&L
Sharpe 30d
Sharpe 90d

Insufficient data

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