What the Portfolio Page Shows
The portfolio page lists every stock you own. For each one, you see how many shares you have, what you paid (called your cost basis), what it's worth now, and whether you're up or down on it.
You can sort the list different ways — by how much money a stock is making you, by how much it changed today, or by its TrustScore.
Profit and Loss (P/L)
There are two types of profit and loss. "Unrealized" P/L is on stocks you still own — it goes up and down every day as prices change. "Realized" P/L is from stocks you've already sold. Only realized gains count for taxes.
If your unrealized losses keep getting bigger over time, it might mean your reason for buying the stock isn't working out. If your unrealized gains are large, you might want to sell some shares to lock in the profit.
Where Your Money Is Spread
The allocation section shows how your money is divided across stocks and industries. If 50% of your portfolio is in one stock, that's risky. If that stock drops, half your portfolio drops with it.
A good rule of thumb: no single stock should be more than 20-25% of your total. Try to spread your money across different industries too — don't put everything in tech or everything in healthcare.
Tracking Your Performance
The performance section shows how your portfolio has done over time. It also compares your results to the S&P 500 — a common benchmark. If you're doing better than the S&P 500, your stock picks are adding value.
Look at performance over weeks and months, not just one day. Short-term ups and downs are normal. What matters is the longer trend.