Overview
A high-level view of your investment portfolio.
Total Portfolio Value
$15,405.97
Across all investors
Lifetime P&L
$2,437.50
Total profit and loss
YTD Tax
$7,312.69
Tax accrued in 2025
Latest NAV
$110.45
For period: 2024-05
Monthly Performance
Profit & Loss for the last few periods.
Recent Transactions
The 5 most recent transactions.
| Investor | Type | Amount |
|---|---|---|
Søren August 1, 2025 | Deposit | $267.00 |
Anne June 1, 2025 | Deposit | $7,801.00 |
Lisbeth June 1, 2025 | Deposit | $3,062.79 |
Søren May 1, 2025 | Deposit | $4,133.00 |