Portfolio Value Over Time
Schwab — Individual Brokerage
| Symbol | Name | Shares | Avg Cost | Price | Mkt Value | Cost Basis | Gain/Loss $ | Gain/Loss % |
|---|
Schwab — IRA
| Symbol | Name | Shares | Avg Cost | Price | Mkt Value | Cost Basis | Gain/Loss $ | Gain/Loss % |
|---|
TastyTrade
| Underlying | Type | Strike | Expiry | Contracts | Premium Paid | Curr Price | Mkt Value | P&L $ | Status |
|---|
Stock Positions
| Symbol | Name | Shares | Avg Cost | Price | Mkt Value | Cost Basis | Gain/Loss $ | Gain/Loss % |
|---|
Crypto Holdings
| Symbol | Name | Wallet / Exchange | Quantity | Price | Mkt Value | Cost Basis | Gain/Loss $ | Gain/Loss % |
|---|