📊 Long-Term Portfolio
Track holdings, monitor allocation drift, and refresh prices via Finnhub or your n8n webhook.
Market Value
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All holdings
Cost Basis
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Shares × Avg Cost
Unrealized P/L
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Annual Dividends
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Per-share × shares
Cash (Manual)
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Set in Settings
No holdings yet
Set a target % per holding — drift guides rebalancing.
| Ticker | Name | Shares | Avg Cost | Price | Value | Cost | P/L | P/L % | Target % | Actual % | Drift | Tags | |
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0 holdings