Dashboard
Portfolio Value
USD 105,135.43
Cost Basis: USD 87,390
Unrealized P&L
USD -13,012.50
▼ -11.01%
Realized P&L
+USD 0.00
Locked in profits/losses
Total Dividends
USD 0.00
Yield on Cost (TTM): 0.25%
Total Return
USD -13,012.50
-11.01% all time
Portfolio Performance
Allocation
Holdings Analysis
| Symbol | Price | Value | P&L % |
|---|---|---|---|
BTC-USD
Bitcoin
|
USD 67,494.22 | USD 26,997.69 | 60.3% |
|
VOO
Vanguard S&P 500 ETF
|
USD 627.99 | USD 18,839.70 | 21.5% |
|
AAPL
Apple Inc.
|
USD 263.88 | USD 18,471.60 | 42.0% |
SIE.DE
Siemens AG
|
EUR 235.75 | USD 8,209.81 | 66.1% |
SHEL.L
Shell plc
|
GBP 28.67 | USD 7,658.15 | 51.5% |
| Symbol | Value | P&L % |
|---|---|---|
|
LLOY.L
Lloyds Banking Group plc…
|
USD 1,372.47 | +119.7% |
|
VUSA.L
Vanguard S&P 500 UCITS E…
|
USD 6,399.69 | +73.2% |
|
SIE.DE
Siemens AG
|
USD 8,209.81 | +66.1% |
|
BTC-USD
Bitcoin
|
USD 26,997.69 | +60.3% |
|
SHEL.L
Shell plc
|
USD 7,658.15 | +51.5% |
| Symbol | Value | P&L % |
|---|---|---|
|
SCHD
Schwab US Dividend Equit…
|
USD 1,571.00 | -60.7% |
|
NVDA
NVIDIA Corporation
|
USD 3,699.40 | -58.9% |
|
ETH-USD
Ethereum
|
USD 5,976.58 | -29.0% |
|
MSFT
Microsoft Corporation
|
USD 5,939.34 | -5.8% |
|
VOO
Vanguard S&P 500 ETF
|
USD 18,839.70 | 21.5% |
Recent Activity
| Date | Symbol | Action | Amount |
|---|---|---|---|
| Nov 15, 2025 |
MSFT
Microsoft Corporati…
|
SELL |
USD 2,395.00
|
| Oct 10, 2025 |
ETH-USD
Ethereum
|
SELL |
USD 6,970.00
|
| Sep 15, 2025 |
VOO
Vanguard S&P 500 ETF
|
BUY |
USD 5,500.00
|
| Aug 15, 2025 |
BTC-USD
Bitcoin
|
SELL |
USD 6,480.00
|
| May 10, 2025 |
AAPL
Apple Inc.
|
BUY |
USD 4,002.00
|
| Date | Symbol | Amount |
|---|---|---|
| Dec 20, 2025 |
SHEL.L
Shell plc
|
USD 87.01
GBP 65.00
|
| Dec 20, 2025 |
VOO
Vanguard S&P 500 ETF
|
USD 18.50
|
| Sep 20, 2025 |
VOO
Vanguard S&P 500 ETF
|
USD 17.80
|
| Jun 20, 2025 |
VOO
Vanguard S&P 500 ETF
|
USD 18.20
|
| Jun 20, 2025 |
SHEL.L
Shell plc
|
USD 80.86
GBP 60.00
|