Portfolio

Your assets and positions, all in one place.

Total assets · USD

—

Last 7 days

— · —%Today's P&L

Securities value—Cash (USD equiv.)—Total P&L—

· Today's P&L resets at 20:00 ET · prices include pre- and post-market sessions.

· Settled cash only; incoming funds become available once settled.

· Updated live once the account service is connected; tap Asset details for the breakdown.

Cash by currencyConvert

$USD USD—≈ —

HK$HKD HKD—≈ —

¥Offshore CNH CNH—≈ —

Total cash (base equiv.)—

· Conversion at partner-bank rates; base currency defaults to USD.

Holdings5

Name / symbolLast priceTotal P&LWeight

S&P 500 ETFIndex ETFSPY · USValue —· Weight —%Sample——%—%—Today———%

Apple AAPLAAPL · USValue —· Weight —%Sample——%—%—Today———%

S&P 500 Index FundIndexSPX500 · Off-exchangeValue —· Weight —%Sample——%—%—Today———%

WTI Crude Oil FuturesCL · EnergyValue —· Weight —%Sample——%—%—Today———%

Bitcoin BTCBTC · CryptoValue —· Weight —%Sample——%—%—Today———%

5 items · updates once data is connectedCost basis: published at launchSnapshot —

Realized P&L—

Received this yearDividends—Interest—Pending—

· Realized P&L includes cash dividends; fees and taxes follow your statement.

· U.S. dividends may be subject to withholding tax; details are shown on your statement.

NAV & returns

Shown once asset data is connected

· Returns use a time-weighted (TWR) methodology.

· Sample rows show layout and fields only (not real holdings); they fill in as the account service connects.

· Interface preview: this page updates automatically once the account service is connected.

· Market data comes from exchanges and authorized data providers.

Market data comes from exchanges and authorized data providers.Snapshot —