Statement value
—
Market value · live
—
Change since statement
—
% change since statement
—
Day change
—
Listed securities vs previous close
FD interest since statement
—
Simple interest since the statement
β vs SP500 (1y)
—
Cash & deposits count as β 0
Volatility (1y, ann.)
—
Today's weights, daily returns
SP500 since statement
—
For context, same period
Securities
| Asset / Lot | Shares | Stmt price | Live price | Day change | Price vs stmt | Stmt value | Market value | Change | % change | Weight | β (1y) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||||
Performance since statement
Estate value
Loading history…
Monthly returns
Statement reconciliation
| Account | Statement total | Sum of lines | Difference | Status |
|---|