Dashboard
SAM
Import
Settings
Portfolio Value
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Total Gain/Loss
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Return %
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Stocks
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Holdings
| Stock | Shares | Avg Cost | Live Price | Value | Gain/Loss | % | Alloc% | Max% | Status |
|---|---|---|---|---|---|---|---|---|---|
TRC SAM Recommendations (Live Prices)
| Stock | Live Price | Chg% | Buy Below | Target | Growth% | Max% | Yield% | % From Target | Action | Zone |
|---|---|---|---|---|---|---|---|---|---|---|
Import Holdings (JSON)
Paste JSON or upload a .json file from Claude.
or
Quick Add / Edit
Average price = your cost basis (what you paid), not the current market price. This is needed to calculate your gain/loss.