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Total Portfolio Value (USD)
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today
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Unrealized G/L
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vs cost basis
Day P&L
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Unrealized YTD 2026
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Realized G/L
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YTD 2026
YTD Dividends
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interest & divs
Borrow Availability
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today's change
AI Market Summary
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Marcelo
Diego (CIO)
T-Mobile
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PositionPrice (USD)Cost basisMkt valueP&L
PORTFOLIO PERFORMANCE
$—
+$15,978,735 (+0.84%)
Today
+$72.4M (+3.9%)
Year to Date
1D
5D
1M
3M
6M
YTD
1Y
ALL
Portfolio
S&P 500
QQQ
Portfolio
Full Portfolio
Marcelo
Diego (CIO)
Benchmarks
SPY
QQQ
Allocation view
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Trade Log
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Log a buy or sell
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⚠️ Sell mode — Enter the ticker below to see your available lots and auto-fill cost basis & realized G/L.
Asset type
Select option position to close
Position Details
Symbol:
Type:
Strike:
Expiry:
Contracts:
Cost/contract:
Bank:
Opened:
Fields below are pre-filled from the selected position. Adjust as needed.
Underlying symbol
— e.g. NVDA, SPY
— e.g. SPY, NVDA (option symbol auto-generated)
Bank / Account
Select tax lot to sell (optional — auto-fills cost basis & G/L)
Purchase date
Shares available
Cost basis / share
Holding period
Broker
Option Details
Option identifier
— auto-built from fields below · format: TICKER YYMMDD P/C STRIKE
Fill in option type, expiry and strike below to auto-generate.
Option type
Strike price ($)
Expiration date
Position
Contracts
Premium per contract ($)
Cost basis / contract ($)
Currency
Shares
Price per share
Currency
Trade date
Realized G/L ($)
Notes (optional)
Total premium / amount
Realized G/L:
Settings & Data
Positions · Dividends · Trades · API keys
Positions
Dividends
Trades
Export & API
Edit shares, cost basis, splits. Changes apply immediately.
Ticker
Name
Shares
Cost/sh
Currency
Sector
Institution
Owner
Action
Log dividend and interest payments per position.
YTD Dividends & Interest
$0
TickerDateAmount (USD)TypeAction
Full trade log with tax lot detail.
TypeTickerDateSharesPriceCurr.Action
Export data.json
Downloads a
data.json file containing all your positions, dividends, and trade log.
Upload this file to GoDaddy → File Manager → public_html/portfolio/ to update the live app.
Live prices, FX & News
inactive
EODHD — single key for all 43 positions including B3 Brazil, Euronext Amsterdam (InPost), Romanian stocks, crypto, and EUR/USD · BRL/USD · RON/USD FX rates. Prices refresh every 60 seconds. News updates daily.
EOD + Intraday All World Extended (~$30/mo) at eodhd.com
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Portfolio currencies
USD
EUR
BRL
RON
Trades
Earnings
Portfolio Calendar
Economic Calendar
Realized Gains
Tax Liability
Settings
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TODAY'S BORROWING AVAILABILITY CHANGE
—
Daily G/L × Advance Rate ·
UBS Change
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MS Change
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Pledged Positions
| Ticker | Daily G/L | Borrow Change |
|---|
REALIZED GAINS
—
YTD 2026 realized gains & losses
Short-Term
—
Long-Term
—
Upload realized gains data in Settings → Export & API to populate this section.
Economic Calendar
Key macro events · Fed · Inflation · Employment
All Events
🏦 Fed
📊 Inflation
💼 Employment
📈 Growth
🔴 High Impact
✦ AI Analysis
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Portfolio Calendar
Earnings · Dividends · Ex-Div Dates
Earnings Release
Earnings Call
Dividend Payment
Ex-Dividend Date
All Events
📣 Earnings
💰 Dividends
📅 Ex-Div
Tax Liability
LT: 23.8% · ST: 37% · Realized & Unrealized
Unrealized LT Liability
—
23.8% of LT gains
Unrealized ST Liability
—
37% of ST gains
Realized LT Liability
—
23.8% of LT gains
Realized ST Liability
—
37% of ST gains
⚠️ Estimate only. Tax liabilities shown use 23.8% (LT: LTCG + 3.8% NIIT) and 37% (ST: top ordinary income rate).
Actual rates depend on your total income, filing status, state taxes, and other factors.
Consult a qualified tax advisor before making decisions.
✦ AI Earnings Intelligence
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Click 📊 Last Earnings or 🎯 Next Preview to generate analysis…
✦ AI analysis · Not investment advice
Earnings Intelligence
Click any ticker to load AI summary · Beat/Miss · Street vs. Actual