Track your investments, analyze performance, and get AI-powered insights.
The portfolio dashboard gives you a comprehensive view of your investments. You'll see your total portfolio value, overall return percentage, unrealized gains/losses, and dividend income at a glance.
Track every buy, sell, and dividend with detailed transaction records. Each transaction updates your portfolio automatically with calculated metrics.
Step-by-Step:
Click the "Add Transaction" button in the top right
Select transaction type: BUY, SELL, or DIVIDEND
Enter the stock ticker symbol (e.g., AAPL, MSFT)
Input quantity, price, and transaction date
Add optional notes for your records
Click save - your portfolio updates instantly
Bundu Family calculates comprehensive metrics to help you understand your portfolio performance.
Key Metrics:
Portfolio Value
Current market value of all holdings based on latest prices
Total Cost
Total amount invested across all buy transactions
Total Return
Overall profit/loss including realized and unrealized gains plus dividends
Unrealized P&L
Profit/loss on current holdings (not yet sold)
Average Cost
Weighted average purchase price per share for each holding
Dividends
Total passive income received from dividend payments
Track how your portfolio is distributed across different sectors to manage risk and identify concentration.
Visualize your portfolio growth over time with interactive charts showing value trends, sector allocation, and individual stock performance.
Get personalized investment insights powered by Claude AI based on your portfolio composition, sector allocation, and diversification.
Features:
Sector rebalancing suggestions
Diversification improvement tips
Position sizing recommendations
Risk management insights
Market context and analysis