Meridian

Trading Dashboard

Account overview and portfolio analytics

Portfolio Value

$148,950

Total Gain/Loss

+$24,650+19.83%

all-time return

Today's P&L

+$2,847+1.95%

vs previous close

Buying Power Used

$125,470
84%

Portfolio Performance

Portfolio vs S&P 500 (6 months)

Sector Allocation

By market value

Monthly Returns (%)

Portfolio vs S&P 500

Weekly Trade Volume

Buy vs sell activity (USD)

Risk Profile

Portfolio vs benchmark

SymbolSharesAvg CostPriceTodayP&LWeight
AMZNAmazon.com
18$148.50$186.40+1.23%+$6828.4%
JPMJPMorgan Chase
35$165.80$198.30-0.67%+$1,1387.2%
UNHUnitedHealth
12$488.90$527.15+0.89%+$4596.8%
XOMExxon Mobil
55$98.40$112.85-1.12%+$7955.9%
TSLATesla Inc.
15$242.60$273.90+4.56%+$4705.1%
AAPLApple Inc.
45$178.20$218.47+2.14%+$1,81214.2%
NVDANVIDIA Corp
22$485.30$892.15+3.87%+$8,95112.8%
MSFTMicrosoft Corp
30$332.10$415.60-0.42%+$2,50510.1%
1–8 of 8
Rows:

Open Orders

2

Positions

8

Dividends (YTD)

$1,284

Annual Goal

$148,950

74% of $200,000