serendivest.com

Portfolio Overview

Dashboard

At-a-glance view of your portfolio performance, allocation, and top movers.

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Total value

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Total P/L

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Unrealized

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Return %

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1 Day

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1 Week

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1 Month

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1 Year

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⚡ Alert Center

Monitor upcoming buy and sell triggers
Manage alerts

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Performance vs Benchmarks â†—ī¸ Click to expand

Portfolio gains vs ASPI vs S&P SL20 (Base = 100)

Investment Allocation â†—ī¸ Click to expand

Hover for returns â€ĸ Click to expand

🚀 Top Gainers

Best performing holdings (by % return)
Symbol 1D 1W 1M YTD All

📉 Worst Performers

Worst performing holdings (by % return)
Symbol 1D 1W 1M YTD All