SEB · LEVI · SACHA · DAVID
Live Prices
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Total Invested
£202,856
Cost basis
Portfolio Value
Live market value
Unrealised P&L
Crypto Value
Stocks Value
S
Seb — Cash to Deploy
£20,000
Uninvested capital
L
Levi — Cash to Deploy
£36,000
Uninvested capital
Total Dry Powder
£56,000
Combined uninvested
Portfolio Snapshot
Allocation
Cost Allocation
Cost allocation.
Value Allocation
Value allocation.
Gain Allocation
Gain allocation.
Sector Breakdown
Crypto — by asset (value)
Crypto breakdown.
Stocks & Shares — by sector (value)
Stocks breakdown.
Performance
P&L by asset (live)
P&L.
Cost basis vs current value
Cost vs value.
Consolidated position per asset — tap to expand by portfolio
Grouped by asset + portfolio — expand to see individual transactions
AssetPortfolioUnitsAvg Buy Live PriceCostValueP&L%
Portfolio split by owner
Every individual transaction with live P&L
DateAssetTypePortfolio UnitsBuy PriceLive Price CostValueP&L%
Calculated from purchase dates at current live prices
Total portfolio value over time
Portfolio performance.
Portfolio Value
Cost Deployed
Crypto vs Stocks over time
Crypto and stocks.
Crypto
Stocks
Return % by asset
Return.
Realised positions
DateAssetPortfolio UnitsBuy PriceSell Price CostProceedsP&L%