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PORTFOLIO
BROKER
TYPE
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TOTAL VALUE
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UNREALISED P&L
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DAY'S CHANGE
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POSITIONS
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REALIZED P&L ▶
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WIN RATE
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AVG WIN
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AVG LOSS
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TRADES COUNTED IN REALIZED P&L
TICKERBROKERTYPEQTY OPENEDCLOSED AVG ENTRYAVG EXIT P&L
PORTFOLIO VALUE
BEST % GAIN
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BEST £ GAIN
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WORST % LOSS
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WORST £ LOSS
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BY BROKER
BY ACCOUNT
BY ASSET
BY SECTOR
▾ PORTFOLIO
BROKER
TICKER TYPE QTY AVG COST £ COST £ PRICE VALUE £ P&L £ P&L % STOP PORT BROKER
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▾ UNVESTED RSUs
GRANT TICKER VEST DATE GROSS QTY NET QTY PRICE £ GROSS £ NET £

Not part of portfolio value, P&L or CGT — these shares are not owned yet. £ figures are an indication at today's price; the taxable amount is set by the price on each vest date. Net assumes the stated withholding rate. Maintain with python /root/dashboard/rsu.py.

▾ LOCKED WRAPPERS
WRAPPER PROVIDER FUND UNITS PRICE £ COST £ VALUE £ GAIN £ LOCKED UNTIL

Owned, but ringfenced — not part of portfolio value, P&L, allocation or CGT. Both are tax-exempt wrappers and neither can be traded or accessed until the date shown, so the sell-signal and positions-review agents deliberately never see them. Prices are scraped daily from the provider's own fund page. Maintain units and cost with python /root/dashboard/wrappers.py.

▾ KARL MARX
BOUGHT TICKER QTY BUY $ INVEST $ FEES $ PRICE $ VALUE $ GAIN $ USD/EUR
CLOSED
TICKER TYPE QTY BUY SELL TOTAL BUY TOTAL SELL FEES GAIN NET

Isolated — not part of portfolio value, P&L, allocation, tracker or CGT, and never seen by the sell-signal or positions-review agents. Kept in USD; gain is value − invest, fees shown separately. Prices are live where quotable, otherwise the manual price (marked *). Maintain with python /root/dashboard/karl_marx.py.

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AUTO accounts are snapshotted from SnapTrade at 21:30 daily — leave them blank. Typing a value still overrides the snapshot for that date.

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