Portfolio Overview
Your investments at a glance · Valuations use your saved prices, not a live market feed.
TOTAL PORTFOLIO VALUE
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Current holdings plus cash
Invested in Shares
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Open positions
Available Cash
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Portfolio allocation
Unrealised P/L
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Current holdings
Realised Trading P/L
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All completed sales
Invested Cost vs Market Value
Current open positionsAn accurate snapshot of the cost of shares you still own versus their saved current value. Historical daily returns will be available when price history is connected.
Unrealised profit/loss excludes realised proceeds from past sales. Cash is shown separately.
Portfolio Allocation
Total value
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Biggest Winners & Losers
Unrealised · Open holdingsRealised Gains by Year
Actual sale P/L by exit year, calculated using average acquisition cost and transaction brokerage.
Recent Activity
| Date | Activity | Stock | Quantity | Value |
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All amounts are shown in AUD. US holdings are converted using the FX rates saved with your transactions and quotes. This prototype uses manually entered market prices and browser-local data; it does not yet calculate time-weighted portfolio returns.
My Holdings
Manage your positions, transactions, allocations and available cash.
Total Portfolio Value
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Holdings plus cash
Invested in Shares
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0 positions
Unrealised Return
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Cash Balance
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Portfolio Allocation
Cash included Total Value
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Account Cash
Available Cash
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Tracked separately from stock purchase cost
Use cash adjustments to record deposits, withdrawals, or other account changes. Buying and selling shares automatically updates the cash balance. Negative cash is allowed for testing margin-funded portfolios.
Current Holdings
| Stock | Market | Shares | Avg. Cost | Latest Price* | Value | Unrealised P/L | Weight | Actions |
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*Prices are editable sample/manual closing prices, not live quotes. US prices and historical purchase prices are converted using the entered AUD/USD exchange rate. No broker or pricing API is connected yet.
Recent Transactions
| Date | Type | Stock | Quantity | Price | Gross value | Brokerage |
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Transactions
Your saved purchases, sales and cash movements.
| Date | Type | Stock / note | Quantity | Price | Gross amount | Brokerage | Action |
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Stock sales use moving-average cost accounting in this prototype. Deleting a transaction rebuilds all subsequent positions and cash, so make changes carefully.
Realised Gains & Losses
Track trading performance separately from your current holdings. Results are recognised when shares are sold.
Net Realised P/L
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After buy and sell brokerage
Gross Sale Proceeds
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Before sell brokerage
Win Rate
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Profitable exits
Total Exits
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Includes partial sales
Realised P/L by Year
Calendar year · AUDEach result is assigned to the year shares were sold, not the year purchased. Negative years appear in red.
Trading Performance
Selected period Winning exits
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Losing exits
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Average realised P/L per exit
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Best exit
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Worst exit
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Realised P/L on partial sales
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Closed Trades & Exits
0 sale transactions| Stock | Exit Date | Shares Sold | Avg. Entry Cost / Share | Exit Price / Share | Sale Proceeds | Realised P/L | Return | Exit Type |
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A partial sale is included immediately in realised P/L even if you still own other shares of that company. Purchase costs are assigned using a moving-average method; figures are for portfolio tracking, not Australian CGT lot selection or tax advice. All P/L is expressed in AUD using the exchange rate recorded for each transaction.
Portfolio Forecast
Project your saved portfolio's future growth, value and dividend income.
Projected Portfolio Value
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Estimated Gain
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Growth excluding new contributions
Annualised Return (Assumption)
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Assumed nominal annual total return
Projected Dividend Income
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Estimated annual dividend income
Forecast Settings
Linked to Holdings
· Editable for scenarios
1–30 years
$0–$10,000 per month
Annual total return, including dividends
Included within total return
Off: annual yield is paid out rather than reinvested.
Forecasted Portfolio Value
Portfolio Value
Total Invested
Projected Milestones
| Year | Projected Value | Total Invested | Est. Gain | Est. Dividend Income / Year | Yield on Value |
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Scenario modelling only, not a prediction or financial advice. Monthly compounding is used. Annual total return includes dividends, so they are not counted twice. With reinvestment off, projected dividends are treated as withdrawals. Tax, brokerage, currency movements and franking credits are excluded.
Dividends
Track dividend income, monthly payments and income by holding.
Monthly Dividend Calculator
Actual dividend income received from January through December
Recorded dividends
Annual total: $0
Dividends by Stock
Ranked by dividend income received · highest first
Dividend Payment History
All recorded cash dividends
| Payment Date | Stock | Cash Received | Franking Credits | Note | Action |
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Record Dividend Payment
Portfolio Reports
Review investment activity, realised trading results and dividend income.
AUD reporting
Figures for realised trading, transactions and dividends use the selected dates. Open holdings use today's manually saved prices; historical portfolio returns cannot yet be reconstructed.
Realised Trading P/L
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Sales in selected period
Dividends Received
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Recorded cash dividends
Buy Transactions
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Purchases in selected period
Sell Transactions
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Sales in selected period
Report Details
Select a report to inspect its records and export a spreadsheet-friendly CSV.
Tax reporting: This is a performance report, not an Australian capital gains tax calculation. Realised results use moving-average cost, not individually matched CGT parcels or CGT discounts. Check results against broker records and your accountant.
Settings
Personalise your workspace and manage your locally saved portfolio.
Account integration is coming.
Until Supabase is connected, settings and portfolio data are stored in this browser only. Profile details below are display preferences, not an authenticated account. Never enter a real password here.
Workspace profile
Choose how your portfolio appears in the sidebar. Saved on this device.
Reporting preferences
Current financial calculations remain denominated in Australian dollars to avoid incorrect currency conversions.
Your portfolio data
Save a complete backup before clearing browser data or changing your website. This includes transactions, holdings prices, cash and dividend records.
Backups use the StudyStocks101 JSON format, not a broker CSV. Restoring replaces the portfolio currently saved in this browser. CSV reports are available on the Reports page.
Local saving
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Account & subscription
These features will use Supabase Auth and secure database records once we connect the backend.
Sign in & password — coming soon
Subscription — coming soon
Future features: account verification, password resets, private portfolios, cross-device sync, billing and secure account deletion.
Reset example portfolio
Replace current local holdings and transactions with the original sample portfolio. This cannot be undone unless you download a backup first.
Coming Soon
This tab will be built next. Holdings, Transactions, and Forecast
are functional in this prototype.
Add Investment
Save an investment transaction
Adjust Cash
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