Portefeuille FamilyFunds

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Résumé
Corporate
Valeur totale43027.79
R&P total1714.59

Corporate positions

Recommendation: Tickers below -3% P/L: ADBE.NE (-13.04%), CRM.TO (-8.18%). Consider adding positions.
Ticker Current price Qty Buy price Total cost P/L P/L % Note Today % Trade
XYZ 67.97 80 52.80 4223.94 1213.66 28.73 Imported from CSV at 2026-04-14 21:49 2.75
XLB 51.38 10 43.01 430.15 83.65 19.45 Imported from CSV at 2026-04-14 21:49 -1.21
SHOP 127.41 5 112.30 561.48 75.57 13.46 Imported from CSV at 2026-04-14 21:49 8.30
PLTR 142.15 1 130.33 130.33 11.82 9.07 Imported from CSV at 2026-04-14 21:49 4.76
MSFU 28.19 5 27.62 138.10 2.85 2.06 Imported from CSV at 2026-04-14 21:49 9.22
MSFT 411.22 2 402.76 805.53 16.91 2.10 Imported from CSV at 2026-04-14 21:49 4.63
LYFT 14.66 350 14.40 5039.22 91.78 1.82 Imported from CSV at 2026-04-14 21:49 6.93
JEPQ.TO 27.75 200 25.75 5150.40 398.60 7.74 Imported from CSV at 2026-04-14 21:49 -0.16
IHAK 44.93 10 43.89 438.86 10.44 2.38 Imported from CSV at 2026-04-14 21:49 3.00
EL 76.60 30 61.78 1853.55 444.45 23.98 Imported from CSV at 2026-04-14 21:49 0.24
CRM.TO 13.66 150 14.88 2231.50 -182.50 -8.18 Imported from CSV at 2026-04-14 21:49 3.64
BLN.TO 8.91 500 6.03 3015.00 1440.00 47.76 Imported from CSV at 2026-04-14 21:49 -0.22
AMZN 248.50 5 202.23 1011.15 231.35 22.88 Imported from CSV at 2026-04-14 21:49 -0.21
ADBE.NE 9.44 1500 10.86 16284.00 -2124.00 -13.04 Imported from CSV at 2026-04-14 21:49 3.74
R&P total (tous les symboles dans Corporate) : 1714.59

Résumé de tous les portefeuilles

No summary buy recommendations based on today % drops.
Ticker Corporate
Filtre d'étiquettes
ADBE (ADBE.NE) Qty 1500Étiquette
AMZN Qty 5Étiquette
BLN (BLN.TO) Qty 500Étiquette
CRM (CRM.TO) Qty 150Étiquette
EL Qty 30Étiquette
IHAK Qty 10Étiquette
JEPQ (JEPQ.TO) Qty 200Étiquette
LYFT Qty 350Étiquette
MSFT Qty 2Étiquette
MSFU Qty 5Étiquette
PLTR Qty 1Étiquette
SHOP Qty 5Étiquette
XLB Qty 10Étiquette
XYZ Qty 80Étiquette

Corporate history

Time Portfolio Ticker Action Qty Price Current price Note
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

Time Portfolio Ticker Action Qty Price Current price Note
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
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