Portfolio
| Ticker | Currency | Name | Purchase Price | Principal | Quantity | Last Price | Value | P&L | P&L % | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
| Total (USD) | $0.00 | $0.00 | $0.00 | 0.00% | ||||||
Investment Spread
P&L%
Portfolio Stats
CAGR: ---
Best Ticker: ---
Ticker CAGR
| Ticker | CAGR % | Years |
|---|
Watchlist
| Ticker | Name | Currency | Current Price | Change | Change % | High | Low | Range | Open Price | Previous Close | Last Update | Actions |
|---|
Pension
| Date | Current Value (USD) | Monthly P&L | Monthly % | YTD P&L | YTD % | Total P&L | Total % | Actions |
|---|
Trades Journal
| Date ▼ | Ticker | Strategy | Expiry | Strike(s) | Premium | Qty | Total Premium | Dir | Status | Close Date | P&L | Notes | Actions |
|---|
Total Trades
0
Open Trades
0
Win Rate
N/A
Total P&L
$0.00
Avg Win
$0.00
Avg Loss
$0.00
Cumulative P&L
Win / Loss / Break-even
P&L by Strategy
P&L by Ticker
Financial Calculators
Loan Calculator
Investment Calculator
CAGR Calculator
Mortgage Calculator
Salary Calculator
UK tax estimates based on current income tax and National Insurance thresholds.
Dividend & CGT
Estimate UK dividend and capital gains tax based on your taxable income and annual gains.
Tax context
Dividends
Capital gains
Dividend Tax Breakdown (Annual)
Capital Gains Tax Breakdown (Annual)
Estimates only. Check HMRC guidance or an accountant for complex cases.
Expected Move
Cash-Secured Puts Calculator
When you sell a cash-secured put, your broker reserves Strike × 100 per contract as collateral. Enter your buying power, how much of it you want to commit, and your target strike price to find out how many contracts you can sell and how much capital will be locked.
Stock Performance Tracker
Settings
Exchange rates refresh once a day to keep totals accurate.
Display
Language
{{settings.quotesApi}}
{{settings.finnhubApiKeyHint}} finnhub.io/dashboard
{{settings.realTimeQuotes}}
Create a free API key at polygon.io/dashboard
Used for market open/closed status indicator.
Create a free API key at exchangerate-api.com
Used for currency conversion rates.
Create a free API key at financialmodelingprep.com
Used for historical EOD stock price charts in the portfolio.
All Data
Export or import all modules at once as a single JSON backup file.