Market value
—
Contributed
Income · 12 mo
vs benchmark
same contributions, one index
Trajectory
value vs contributions — the gap is your gain
Market value
Contributed
Projection
keep contributing and compound
Allocation vs target
Edit a target — drift and the buy plan recompute live.
stocks
This month's buys
Whole units, steering drift back to target.
Dividend income by quarter
estimated from ex-dates × units held · gross
Last 12 months
All-time
Olivia's share
reinvested through the monthly buys
All events
Holdings
Olivia's slice
Move assets between portfolios
Mirrored TRANSFER rows at average cost — a re-earmark, not a trade.
Strategy check
published heuristics + live market data · educational only, not advice
Recent activity
Full log, filters & row delete
Import CMC order history
Export OrderHistory as CSV from the CMC portal, then drop it here — filled orders are grouped per receipt, duplicates skipped, and only new trades are appended to the sheet.
or drag & drop the file onto this card
Add transaction
Appends a row to the sheet's LOG via your Apps Script web app; appears after the next refresh.