Portefeuille FamilyFunds

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📦 Bulk CSV Import (Multiple Portfolios)

Portfolios shown in /analytics:

Current: Corporate | Tickers: ADBE.NE, AMZN, BLN.TO, CRM.TO, EL, IHAK, JEPQ.TO, LYFT, MSFT, MSFU, PLTR, SHOP, XLB, XYZ

Résumé

Corporate positions

Recommendation: Tickers below -3% P/L: CRM.TO (-12.21%), MSFU (-8.85%). Consider adding positions.

Ticker	Current price	Qty	Buy price	Total cost	P/L	P/L %	Note	Today %
ADBE.NE	8.80	0	10.86	0.00	0.00	0.00%	Imported from CSV at 2026-04-14 21:49	-2.11%
AMZN	247.10	1	213.35	213.35	33.76	15.82%	Hgjhcg	-1.15%
BLN.TO	9.05	500	6.03	3015.00	1510.00	50.08%	Imported from CSV at 2026-04-14 21:49	0.00%
CRM.TO	13.06	150	14.88	2231.50	-272.50	-12.21%	Imported from CSV at 2026-04-14 21:49	-1.66%
EL	82.04	30	61.78	1853.55	607.65	32.78%	Imported from CSV at 2026-04-14 21:49	-1.91%
IHAK	61.67	10	43.89	438.86	177.85	40.52%	Imported from CSV at 2026-04-14 21:49	-1.77%
JEPQ.TO	28.79	200	25.75	5150.40	607.60	11.80%	Imported from CSV at 2026-04-14 21:49	0.17%
LYFT	15.60	350	14.40	5039.22	419.03	8.32%	Imported from CSV at 2026-04-14 21:49	1.07%
MSFT	399.75	2	402.76	805.53	-6.03	-0.75%	Imported from CSV at 2026-04-14 21:49	-0.63%
MSFU	25.18	5	27.62	138.10	-12.22	-8.85%	Imported from CSV at 2026-04-14 21:49	-1.31%
PLTR	134.06	1	130.33	130.33	3.73	2.86%	Imported from CSV at 2026-04-14 21:49	-0.59%
SHOP	122.31	5	112.30	561.48	50.07	8.92%	Imported from CSV at 2026-04-14 21:49	-1.74%
XLB	50.21	10	43.01	430.15	71.95	16.73%	Imported from CSV at 2026-04-14 21:49	0.36%
XYZ	80.70	80	52.80	4223.94	2232.45	52.85%	Imported from CSV at 2026-04-14 21:49	1.78%

R&P total (tous les symboles dans Corporate) : 5423.34

Résumé de tous les portefeuilles

No summary buy recommendations based on today % drops.

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Afficher dans les cellules Qty Étiquette Buy price Total cost P/L P/L % Today % Note

Ticker	Corporate
Filtre d'étiquettes	Hold Buy Buy order Sell Sell order Increase Reduce Pause Rebalance Rotate De-risk Review Thesis Note
ADBE (ADBE.NE)	Qty 0Étiquette Buy price 0.00Total cost 0.00P/L 0.00P/L % -Today % -2.11% Note
AMZN	Qty 1Étiquette Buy price 213.35Total cost 213.35P/L 33.76P/L % 15.82%Today % -1.15% Note
BLN (BLN.TO)	Qty 500Étiquette Buy price 6.03Total cost 3015.00P/L 1510.00P/L % 50.08%Today % 0.00% Note
CRM (CRM.TO)	Qty 150Étiquette Buy price 14.88Total cost 2231.50P/L -272.50P/L % -12.21%Today % -1.66% Note
EL	Qty 30Étiquette Buy price 61.78Total cost 1853.55P/L 607.65P/L % 32.78%Today % -1.91% Note
IHAK	Qty 10Étiquette Buy price 43.89Total cost 438.86P/L 177.85P/L % 40.52%Today % -1.77% Note
JEPQ (JEPQ.TO)	Qty 200Étiquette Buy price 25.75Total cost 5150.40P/L 607.60P/L % 11.80%Today % 0.17% Note
LYFT	Qty 350Étiquette Buy price 14.40Total cost 5039.22P/L 419.03P/L % 8.32%Today % 1.07% Note
MSFT	Qty 2Étiquette Buy price 402.76Total cost 805.53P/L -6.03P/L % -0.75%Today % -0.63% Note
MSFU	Qty 5Étiquette Buy price 27.62Total cost 138.10P/L -12.22P/L % -8.85%Today % -1.31% Note
PLTR	Qty 1Étiquette Buy price 130.33Total cost 130.33P/L 3.73P/L % 2.86%Today % -0.59% Note
SHOP	Qty 5Étiquette Buy price 112.30Total cost 561.48P/L 50.07P/L % 8.92%Today % -1.74% Note
XLB	Qty 10Étiquette Buy price 43.01Total cost 430.15P/L 71.95P/L % 16.73%Today % 0.36% Note
XYZ	Qty 80Étiquette Buy price 52.80Total cost 4223.94P/L 2232.45P/L % 52.85%Today % 1.78% Note

Corporate history

Filtrer l'historique

Time	Portfolio	Ticker	Action	Qty	Price	Current price	Note
2026-05-01 18:58:08	Corporate	ADBE.NE	SELL	1500	9.64	-
2026-05-01 18:57:59	Corporate	AMZN	SELL	5	268.93	-
2026-05-01 18:57:36	Corporate	AMZN	BUY	1	268.93	-	Hgjhcg
2026-02-13 00:00:00	Corporate	LYFT	BUY	150	13.30	13.85	Imported from CSV at 2026-04-14 21:49
2026-02-13 00:00:00	Corporate	XYZ	BUY	40	49.63	52.97	Imported from CSV at 2026-04-14 21:49
2026-02-12 00:00:00	Corporate	PLTR	BUY	1	130.33	133.60	Imported from CSV at 2026-04-14 21:49
2026-02-12 00:00:00	Corporate	SHOP	BUY	3	110.16	122.96	Imported from CSV at 2026-04-14 21:49
2026-02-11 00:00:00	Corporate	SHOP	BUY	2	115.50	122.96	Imported from CSV at 2026-04-14 21:49
2026-02-11 00:00:00	Corporate	LYFT	BUY	100	14.05	13.85	Imported from CSV at 2026-04-14 21:49
2026-02-11 00:00:00	Corporate	CRM.TO	BUY	75	14.33	14.32	Imported from CSV at 2026-04-14 21:49
2026-02-11 00:00:00	Corporate	ADBE.NE	BUY	500	10.02	9.98	Imported from CSV at 2026-04-14 21:49
2026-02-06 00:00:00	Corporate	AMZN	BUY	5	202.23	205.05	Imported from CSV at 2026-04-14 21:49
2026-02-06 00:00:00	Corporate	MSFT	BUY	1	395.17	398.22	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	BLN.TO	BUY	500	6.03	6.61	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	MSFU	BUY	5	27.62	27.25	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	IHAK	BUY	10	43.89	44.60	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	LYFT	BUY	50	15.98	13.85	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	XYZ	BUY	20	53.70	52.97	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	ADBE.NE	BUY	400	10.47	9.98	Imported from CSV at 2026-04-14 21:49
2026-02-03 00:00:00	Corporate	MSFT	BUY	1	410.36	398.22	Imported from CSV at 2026-04-14 21:49
2026-02-03 00:00:00	Corporate	LYFT	BUY	25	16.50	13.85	Imported from CSV at 2026-04-14 21:49
2026-02-03 00:00:00	Corporate	CRM.TO	BUY	50	14.97	14.32	Imported from CSV at 2026-04-14 21:49
2026-02-03 00:00:00	Corporate	XYZ	BUY	10	56.77	52.97	Imported from CSV at 2026-04-14 21:49
2026-01-30 00:00:00	Corporate	LYFT	BUY	25	17.11	13.85	Imported from CSV at 2026-04-14 21:49
2026-01-29 00:00:00	Corporate	CRM.TO	BUY	25	16.33	14.32	Imported from CSV at 2026-04-14 21:49
2026-01-20 00:00:00	Corporate	ADBE.NE	BUY	300	11.27	9.98	Imported from CSV at 2026-04-14 21:49
2025-11-20 00:00:00	Corporate	ADBE.NE	BUY	300	12.35	9.98	Imported from CSV at 2026-04-14 21:49
2025-11-17 00:00:00	Corporate	XYZ	BUY	10	59.71	52.97	Imported from CSV at 2026-04-14 21:49
2025-06-30 00:00:00	Corporate	JEPQ.TO	BUY	120	25.45	27.05	Imported from CSV at 2026-04-14 21:49
2025-05-02 00:00:00	Corporate	EL	BUY	15	59.03	111.77	Imported from CSV at 2026-04-14 21:49
2025-03-17 00:00:00	Corporate	JEPQ.TO	BUY	40	25.88	27.05	Imported from CSV at 2026-04-14 21:49
2025-03-04 00:00:00	Corporate	JEPQ.TO	BUY	40	26.53	27.05	Imported from CSV at 2026-04-14 21:49
2025-03-04 00:00:00	Corporate	XLB	BUY	10	43.01	52.73	Imported from CSV at 2026-04-14 21:49
2025-02-07 00:00:00	Corporate	EL	BUY	15	64.54	111.77	Imported from CSV at 2026-04-14 21:49

Historique de tous les portefeuilles

Filter all history

Time	Portfolio	Ticker	Action	Qty	Price	Current price	Note
2026-05-01 18:58:08	Corporate	ADBE.NE	SELL	1500	9.64	-
2026-05-01 18:57:59	Corporate	AMZN	SELL	5	268.93	-
2026-05-01 18:57:36	Corporate	AMZN	BUY	1	268.93	-	Hgjhcg
2026-02-13 00:00:00	Corporate	LYFT	BUY	150	13.30	13.85	Imported from CSV at 2026-04-14 21:49
2026-02-13 00:00:00	Corporate	XYZ	BUY	40	49.63	52.97	Imported from CSV at 2026-04-14 21:49
2026-02-12 00:00:00	Corporate	PLTR	BUY	1	130.33	133.60	Imported from CSV at 2026-04-14 21:49
2026-02-12 00:00:00	Corporate	SHOP	BUY	3	110.16	122.96	Imported from CSV at 2026-04-14 21:49
2026-02-11 00:00:00	Corporate	SHOP	BUY	2	115.50	122.96	Imported from CSV at 2026-04-14 21:49
2026-02-11 00:00:00	Corporate	LYFT	BUY	100	14.05	13.85	Imported from CSV at 2026-04-14 21:49
2026-02-11 00:00:00	Corporate	CRM.TO	BUY	75	14.33	14.32	Imported from CSV at 2026-04-14 21:49
2026-02-11 00:00:00	Corporate	ADBE.NE	BUY	500	10.02	9.98	Imported from CSV at 2026-04-14 21:49
2026-02-06 00:00:00	Corporate	AMZN	BUY	5	202.23	205.05	Imported from CSV at 2026-04-14 21:49
2026-02-06 00:00:00	Corporate	MSFT	BUY	1	395.17	398.22	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	BLN.TO	BUY	500	6.03	6.61	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	MSFU	BUY	5	27.62	27.25	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	IHAK	BUY	10	43.89	44.60	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	LYFT	BUY	50	15.98	13.85	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	XYZ	BUY	20	53.70	52.97	Imported from CSV at 2026-04-14 21:49
2026-02-05 00:00:00	Corporate	ADBE.NE	BUY	400	10.47	9.98	Imported from CSV at 2026-04-14 21:49
2026-02-03 00:00:00	Corporate	MSFT	BUY	1	410.36	398.22	Imported from CSV at 2026-04-14 21:49
2026-02-03 00:00:00	Corporate	LYFT	BUY	25	16.50	13.85	Imported from CSV at 2026-04-14 21:49
2026-02-03 00:00:00	Corporate	CRM.TO	BUY	50	14.97	14.32	Imported from CSV at 2026-04-14 21:49
2026-02-03 00:00:00	Corporate	XYZ	BUY	10	56.77	52.97	Imported from CSV at 2026-04-14 21:49
2026-01-30 00:00:00	Corporate	LYFT	BUY	25	17.11	13.85	Imported from CSV at 2026-04-14 21:49
2026-01-29 00:00:00	Corporate	CRM.TO	BUY	25	16.33	14.32	Imported from CSV at 2026-04-14 21:49
2026-01-20 00:00:00	Corporate	ADBE.NE	BUY	300	11.27	9.98	Imported from CSV at 2026-04-14 21:49
2025-11-20 00:00:00	Corporate	ADBE.NE	BUY	300	12.35	9.98	Imported from CSV at 2026-04-14 21:49
2025-11-17 00:00:00	Corporate	XYZ	BUY	10	59.71	52.97	Imported from CSV at 2026-04-14 21:49
2025-06-30 00:00:00	Corporate	JEPQ.TO	BUY	120	25.45	27.05	Imported from CSV at 2026-04-14 21:49
2025-05-02 00:00:00	Corporate	EL	BUY	15	59.03	111.77	Imported from CSV at 2026-04-14 21:49
2025-03-17 00:00:00	Corporate	JEPQ.TO	BUY	40	25.88	27.05	Imported from CSV at 2026-04-14 21:49
2025-03-04 00:00:00	Corporate	JEPQ.TO	BUY	40	26.53	27.05	Imported from CSV at 2026-04-14 21:49
2025-03-04 00:00:00	Corporate	XLB	BUY	10	43.01	52.73	Imported from CSV at 2026-04-14 21:49
2025-02-07 00:00:00	Corporate	EL	BUY	15	64.54	111.77	Imported from CSV at 2026-04-14 21:49

Portefeuille FamilyFunds

Corporate positions

Résumé de tous les portefeuilles

Corporate history

Historique de tous les portefeuilles

Paramètres des colonnes

FamilyFunds Access