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Adding trades, CSV import (CommSec, Schwab, generic) and your holdings arrive in the next update.
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Method
NYSE Value
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US market
ASX Value (USD)
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Unrealized G/L
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Cash (USD)
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Available
NYSE — Current Holdings
| Position | PEG | Qty | Avg Cost | Current Price | Market Value | G / L $ | G / L % |
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ASX — Holdings
| Position | Qty | Avg Cost (AUD) | Price (AUD) | Value (AUD) | G / L (AUD) | Yield |
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Allocation by Position
Allocation by Sector
PORTFOLIO VALUE VS BENCHMARKS
Benchmarks = the same buys and sells, on the same days, in an index instead
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Total Realized G/L
−$323
All time · sold positions
Open Positions Value
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Current market value
⊙
All Trades
| Ticker | Type | Buy Date | Qty | Buy Price | Cost | Sell Date | Sell Price | Proceeds | P / L | Status | Actions |
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Passive Income Goal
AUD $100 / month
Target by 2029 · 3-Year Plan
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per month (estimate)
Now · —Goal · set in Goals (coming)
Annual Dividend by Position
| Ticker | Div/Share (yr) | Qty | Yield | Annual Total | Monthly (AUD) | Pays |
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Dividend Income — History & Projection
DIVIDEND INCOME · JAN 2025 → DEC 2030
Received = logged payments · Estimates use lots actually held each month
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Received (logged, AUD)
Past estimate (not logged)
Estimated (current positions)
Base projection (+20%/yr)
Dividends Received
| Date | Ticker | Net received | Tax withheld | Gross | AUD (gross) |
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📊 Allocation vs Plan
💡 Next deposit planner — where to put new money to move back toward your plan (no selling)
Watchlist
| Ticker | PEG | Price | Entry range | Status | Note | Actions |
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🎯 Income summary
Current monthly income
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Progress to goal
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Cash available
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Total realized G/L
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Tax Returns
🧾 Realized Gains by Tax Year (ATO)