Holdings Leaderboard
Quickly identify the holdings that deserve attention across performance, concentration, income, and health.
AMD
+864.10%
AAPL
56.3% of portfolio
AAPL
$10.50/yr
AMD
72/100
HealthyYour Holdings
| Ticker | Shares | Market Value | Gain/Loss | Income | Health | MarketLens Rating |
|---|---|---|---|---|---|---|
| AAPL | 10.0000 | $3,110.00 |
+$1,610.00
107.33% |
$10.50/yr
$0.88/mo |
Healthy
70/100 |
Strong
Score 76/100 |
Open AAPL AnalysisAAPL Position AnalysisCurrent Price
$311.00
Average Cost
$150.00
Invested
$1,500.00
Market Value
$3,110.00
Annual Dividend / Share
$1.0500
Auto Annual Income
$10.50
Monthly Income
$0.88
Yield on Cost
0.70%
Portfolio Allocation
56.3%
Trend
Bullish
RSI
45.8
50-Day Avg
$309.65
200-Day Avg
$278.86
Health Score
70/100
MarketLens Score
76/100
Position NotesHealth Assessment: Position appears healthy but should still be monitored. Technical Snapshot: Price is above the 50-day and 200-day averages. RSI is in a normal range. MarketLens Rating: Strong score. Overall signals are positive, but the position should still be monitored. Position Rule: Position has strong gains. Consider reviewing profit-taking or long-term conviction. Notes: Calculated from transaction history Edit Holding |
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| AMD | 5.0000 | $2,410.25 |
+$2,160.25
864.10% |
$0.00/yr
$0.00/mo |
Healthy
72/100 |
Strong
Score 76/100 |
Open AMD AnalysisAMD Position AnalysisCurrent Price
$482.05
Average Cost
$50.00
Invested
$250.00
Market Value
$2,410.25
Annual Dividend / Share
$0.0000
Auto Annual Income
$0.00
Monthly Income
$0.00
Yield on Cost
0.00%
Portfolio Allocation
43.7%
Trend
Neutral
RSI
46.6
50-Day Avg
—
200-Day Avg
$315.79
Health Score
72/100
MarketLens Score
76/100
Position NotesHealth Assessment: Position appears healthy but should still be monitored. Technical Snapshot: Trend is mixed or incomplete. RSI is in a normal range. MarketLens Rating: Strong score. Overall signals are positive, but the position should still be monitored. Position Rule: Position has strong gains. Consider reviewing profit-taking or long-term conviction. Edit Holding |
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Market data is for personal tracking and educational use only. This dashboard does not provide financial advice.