Return Curve vs S&P 500
■ Portfolio Return
■ S&P 500 (SPY)
■ Nasdaq-100 (QQQ)
Log Executed Trade Jue
Execution Request Catherine
| Time | Ticker | Type | Qty | Price | Fee | Account | CCY | FX Rate | Cash Impact (USD) | Actions |
|---|
Execution Requests Catherine
| Date | Ticker | Type | Qty | Urgent | Price Range | Notes | Status | Actions |
|---|
Current Positions
Portfolio Weight
| Ticker | CCY | Core | Category | Qty | Avg Cost (local) | Last Price (local) | Mkt Value (USD) | Realized PnL (USD) | Unrealized PnL (USD) | Total PnL (USD) | Return % | Weight % | Account | Target Bull | Target Bear | TA View | TA Updated | TA Notes |
|---|
Log Capital Change Jue
Capital Split
| Date | Investor | Account | Type | Amount | Currency | Actions |
|---|
Trades on Chart
Select a ticker to view its price history with your trades marked.