Investment Portfolio
Equity positions · Personal researchPositions
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Total Shares
Total Trades
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Currencies
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// positions
| Symbol | Currency | Shares | Cost Basis | Weight |
|---|---|---|---|---|
| loading… | ||||
// companies — tracked universe
| Symbol | Currency | Price | Shares Outstanding | Market Cap |
|---|---|---|---|---|
| loading… | ||||
Open Positions
| Symbol | Currency | Shares | Cost Basis | Weight |
|---|---|---|---|---|
| loading… | ||||
Trade History
| Date | Symbol | Type | Shares | Price | Currency | Total |
|---|---|---|---|---|---|---|
| loading… | ||||||
Add Trade
Record a buy, sell, or dividend
// new trade
POST /trades
dividend fields
// payload preview
{}
Add Company
Track a new company in the universe
// new company
POST /company
// payload preview
{}