Portfolio Overview

All assets (including international assets) and amounts are aggregated and denominated in your base currency ({{ base_currency }}).

${{ portfolio_total_value_base_currency | round(2) }}

Total Contribution ${{ (portfolio_total_contribution_base_currency) | round(2) }}

${{ portfolio_total_return_dollar_base_currency | round(2) }}

{{ (portfolio_total_return_pct_base_currency * 100) | round(2) }}%

${{ portfolio_total_capital_gains_dollar_base_currency | round(2) }}

{{ (portfolio_total_capital_gains_pct_base_currency * 100) | round(2) }}%

${{ portfolio_total_income_dollar_base_currency | round(2) }}

{{ (portfolio_total_income_pct_base_currency * 100) | round(2) }}%

{% for currency in currencies if portfolio_total_contribution_asset_currencies[currency] > 0 %} {% endfor %}

{% for currency in currencies if portfolio_total_contribution_asset_currencies[currency] > 0 %}

Showing all {{ currency }} assets.

${{ portfolio_total_value_asset_currencies[currency] | round(2) }}

Total Contribution ${{ (portfolio_total_contribution_asset_currencies[currency]) | round(2) }}

${{ portfolio_total_return_dollar_asset_currencies[currency]| round(2) }}

{{ (portfolio_total_return_pct_asset_currencies[currency] * 100) | round(2) }}%

${{ portfolio_total_capital_gains_dollar_asset_currencies[currency] | round(2) }}

{{ (portfolio_total_capital_gains_pct_asset_currencies[currency] * 100) | round(2) }}%

${{ portfolio_total_income_dollar_asset_currencies[currency] | round(2) }}

{{ (portfolio_total_income_pct_asset_currencies[currency] * 100) | round(2) }}%

{% endfor %}