Investment portfolio

Create your investment portfolio

Add stocks, ETFs, crypto and cash. Track performance, currency impact, allocation and portfolio history.

Calculate your scenario

Fixed amount per transaction — $500.00. DCA invests every month. During the first 12 months: 12 transactions, totaling $6,000.00 for DCA. Fees are not included.

The standard forecast calculates DCA using the selected average return and transaction frequency. CS and VA are available in the historical market scenario, which uses actual asset price changes.

No new contributions

$25,937.42

Growth of the initial capital only.

DCA — investing every month

Amount per transaction: $500.00

$125,869.35

Assets purchased: $70,000.00

Fees: $0.00

Total contributed: $70,000.00

Net profit: $55,869.35

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