FamilyFunds Portfolio

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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

Summary

Corporate positions

Recommendation: Tickers below -3% P/L: CRM.TO (-15.91%), MSFU (-12.74%), MSFT (-3.05%). Consider adding positions.

Ticker	Current price	Qty	Buy price	Total cost	P/L	P/L %	Note	Today %
ADBE.NE	8.42	0	10.86	0.00	0.00	0.00%	Imported from CSV at 2026-04-14 21:49	7.26%
AMZN	242.67	1	213.35	213.35	29.32	13.74%	Hgjhcg	0.40%
BLN.TO	9.05	500	6.03	3015.00	1510.00	50.08%	Imported from CSV at 2026-04-14 21:49	-0.22%
CRM.TO	12.51	150	14.88	2231.50	-355.00	-15.91%	Imported from CSV at 2026-04-14 21:49	-1.65%
EL	83.71	30	61.78	1853.55	657.75	35.49%	Imported from CSV at 2026-04-14 21:49	1.50%
IHAK	62.07	10	43.89	438.86	181.85	41.44%	Imported from CSV at 2026-04-14 21:49	0.24%
JEPQ.TO	29.00	200	25.75	5150.40	649.60	12.61%	Imported from CSV at 2026-04-14 21:49	-0.10%
LYFT	15.37	350	14.40	5039.22	340.28	6.75%	Imported from CSV at 2026-04-14 21:49	3.64%
MSFT	390.49	2	402.76	805.53	-24.55	-3.05%	Imported from CSV at 2026-04-14 21:49	1.62%
MSFU	24.10	5	27.62	138.10	-17.60	-12.74%	Imported from CSV at 2026-04-14 21:49	2.73%
PLTR	129.30	1	130.33	130.33	-1.03	-0.79%	Imported from CSV at 2026-04-14 21:49	2.84%
SHOP	119.46	5	112.30	561.48	35.82	6.38%	Imported from CSV at 2026-04-14 21:49	-1.78%
XLB	52.01	10	43.01	430.15	89.95	20.91%	Imported from CSV at 2026-04-14 21:49	1.94%
XYZ	78.83	80	52.80	4223.94	2082.45	49.30%	Imported from CSV at 2026-04-14 21:49	2.20%

Total P/L (all tickers in Corporate): 5178.85

Portfolios summary (all portfolios)

No summary buy recommendations based on today % drops.

Filter summary

Show in cells Qty Tag Buy price Total cost P/L P/L % Today % Note

Ticker	Corporate
Tag filter	Hold Buy Buy order Sell Sell order Increase Reduce Pause Rebalance Rotate De-risk Review Thesis Note
ADBE (ADBE.NE)	Qty 0Tag Buy price 0.00Total cost 0.00P/L 0.00P/L % -Today % 7.26% Note
AMZN	Qty 1Tag Buy price 213.35Total cost 213.35P/L 29.32P/L % 13.74%Today % 0.40% Note
BLN (BLN.TO)	Qty 500Tag Buy price 6.03Total cost 3015.00P/L 1510.00P/L % 50.08%Today % -0.22% Note
CRM (CRM.TO)	Qty 150Tag Buy price 14.88Total cost 2231.50P/L -355.00P/L % -15.91%Today % -1.65% Note
EL	Qty 30Tag Buy price 61.78Total cost 1853.55P/L 657.75P/L % 35.49%Today % 1.50% Note
IHAK	Qty 10Tag Buy price 43.89Total cost 438.86P/L 181.85P/L % 41.44%Today % 0.24% Note
JEPQ (JEPQ.TO)	Qty 200Tag Buy price 25.75Total cost 5150.40P/L 649.60P/L % 12.61%Today % -0.10% Note
LYFT	Qty 350Tag Buy price 14.40Total cost 5039.22P/L 340.28P/L % 6.75%Today % 3.64% Note
MSFT	Qty 2Tag Buy price 402.76Total cost 805.53P/L -24.55P/L % -3.05%Today % 1.62% Note
MSFU	Qty 5Tag Buy price 27.62Total cost 138.10P/L -17.60P/L % -12.74%Today % 2.73% Note
PLTR	Qty 1Tag Buy price 130.33Total cost 130.33P/L -1.03P/L % -0.79%Today % 2.84% Note
SHOP	Qty 5Tag Buy price 112.30Total cost 561.48P/L 35.82P/L % 6.38%Today % -1.78% Note
XLB	Qty 10Tag Buy price 43.01Total cost 430.15P/L 89.95P/L % 20.91%Today % 1.94% Note
XYZ	Qty 80Tag Buy price 52.80Total cost 4223.94P/L 2082.45P/L % 49.30%Today % 2.20% Note

Corporate history

Filter history

Time	Portfolio	Ticker	Action	Qty	Price	Current price	Note
2026-05-01 18:58:08	Corporate	ADBE.NE	SELL	1500	9.64	-
2026-02-05 00:00:00	Corporate	BLN.TO	BUY	500	6.03	6.61	Imported from CSV at 2026-04-14 21:49
2026-02-11 00:00:00	Corporate	ADBE.NE	BUY	500	10.02	9.98	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
2026-01-20 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
2026-02-13 00:00:00	Corporate	LYFT	BUY	150	13.30	13.85	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
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
2026-02-05 00:00:00	Corporate	LYFT	BUY	50	15.98	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
2026-02-13 00:00:00	Corporate	XYZ	BUY	40	49.63	52.97	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
2026-02-03 00:00:00	Corporate	LYFT	BUY	25	16.50	13.85	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
2026-02-05 00:00:00	Corporate	XYZ	BUY	20	53.70	52.97	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
2025-05-02 00:00:00	Corporate	EL	BUY	15	59.03	111.77	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
2025-11-17 00:00:00	Corporate	XYZ	BUY	10	59.71	52.97	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
2025-03-04 00:00:00	Corporate	XLB	BUY	10	43.01	52.73	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
2026-02-05 00:00:00	Corporate	MSFU	BUY	5	27.62	27.25	Imported from CSV at 2026-04-14 21:49
2026-05-01 18:57:59	Corporate	AMZN	SELL	5	268.93	-
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
2026-02-12 00:00:00	Corporate	PLTR	BUY	1	130.33	133.60	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
2026-02-03 00:00:00	Corporate	MSFT	BUY	1	410.36	398.22	Imported from CSV at 2026-04-14 21:49
2026-05-01 18:57:36	Corporate	AMZN	BUY	1	268.93	-	Hgjhcg

All portfolios history

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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

FamilyFunds Portfolio

Corporate positions

Portfolios summary (all portfolios)

Corporate history

All portfolios history

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