Investment Performance Dashboard
Brokerage Account Daily Available Balances
Friday, April 12, 2024 Robinhood: $9,139.22
Friday, October 13, 2023 Wells Fargo Investments: $20.00
Friday, October 13, 2023 Webull: $20.00
Friday, October 13, 2023 Schwab: $18.00
Friday, January 26, 2024 Fidelity Investments: $7.26
Brokerage Account Cash Deposits
Total Cash Deposits To: Fidelity Investments : $33,341.98
Total Cash Deposits To: Robinhood : $27,977.50
Total Cash Deposits To: Schwab : $20.00
Total Cash Deposits To: Webull : $20.00
Total Cash Deposits To: Wells Fargo Investments : $20.00
Performance Past & Present
Realized Gain/Loss This Week From Last Week: $769.18
Amount of Delta (change) from Yesterday: $65.26
Total Balance - All Accounts: $9,204.48
Sum of Total Deposits - All Accounts: $61,379.48
Estimated Profit This Next Coming Week: $912.00
Profit Report from Last Week-(All Brokers): $564.00
Estimated Account Balance Next Week: $10,116.48
Profit Report Since Last Month: $4,350.35
Profit Report Since Last Quarter: $9,131.96
Profit Report Last Semi_Annual: $.00
Rate of Return on Current Balance (All Deposits): (85.00%)
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Weekly Projections from Current Performance
Week # 15 Date: 4/12/2024 Bal: $9,160.30 Profit: $912.07
Week # 16 Date: 4/19/2024 Bal: $10,024.02 Profit: $907.69
Week # 17 Date: 4/26/2024 Bal: $10,969.18 Profit: $993.28
Week # 18 Date: 5/3/2024 Bal: $12,003.46 Profit: $1,086.94
Week # 19 Date: 5/10/2024 Bal: $13,135.27 Profit: $1,189.42
Week # 20 Date: 5/17/2024 Bal: $14,373.79 Profit: $1,301.57
Week # 21 Date: 5/24/2024 Bal: $15,729.09 Profit: $1,424.30
Week # 22 Date: 5/31/2024 Bal: $17,212.19 Profit: $1,558.60
Week # 23 Date: 6/7/2024 Bal: $18,835.13 Profit: $1,705.56
Week # 24 Date: 6/14/2024 Bal: $20,611.09 Profit: $1,866.37
System Configuration Options
Sum of All Cash Deposits: $61,379.48
Investing Account Balance: $9,204.48
Current Account Position(s) to Deposits: ($52,175.00)
Investing Account Balance Next Week: $10,116.55
Percentage of Options using the Wheel: 1.00%
Desired Rate of Return on Wheel Options: 0.90%
Desired Rate of Return on Credit Spreads: 10.00%
Auto Calculate Return of Investment: False
Annual Tax Rate of Investments: 25.00%
Weekly Tax Rate of Investments: 0.48%
Calculated Weekly Income: Retirement: $1,095.00
Monthly Cost of Living Expense: $8,000.00
Est. Account Balance - Next Week: $10,116.48
Est. Account Balance - This Month: $12,220.78
Est. Account Balance - This Year: $303,549.65
Est. Account Balance - In 2 Years: $41,300,858.26
Est. Account Balance - In 3 Years: $5,619,380,161.57
In Testing Mode: 0