Investment Performance Dashboard
Brokerage Account Available Balances
Friday, May 26, 2023 Fidelity: $23,459.15
Friday, May 26, 2023 Robinhood: $633.00
Friday, May 5, 2023 Webull: $10.00
Friday, May 5, 2023 Schwab: $10.00
Friday, May 5, 2023 Wells Fargo: $10.00
Brokerage Account Cash Deposits
Total Cash Deposits To: Fidelity : $34,085.98
Total Cash Deposits To: Robinhood : $374.00
Total Cash Deposits To: Schwab : $10.00
Total Cash Deposits To: Webull : $10.00
Total Cash Deposits To: Wells Fargo : $10.00
Ending Daily Balance
Estimated Profit This Week: $4,234.00
Profit Report from Last Week: ($.19)
Estimated Account Balance Next Week: ($.19)
Profit Report Since Last Month: ($21,885.30)
Profit Report Since Last Quarter: ($18,252.45)
Profit Report Last Semi_Annual: $.00
Rate of Return on Current Balance: 37.96%
Add Broker Daily Balance
Insert Today's Data




Add New Deposit Info
Insert New Bank Deposit




Get Chart Data
Display Chart Info




The Ajax Data Window
System Configuration Options
Sum of All Cash Deposits: $34,489.98
Investing Account Balance: $47,581.30
Current Account Position(s) to Deposits: $13,091.32
Investing Account Balance Next Week: $51,816.04
Percentage of Options using the Wheel: 0.00%
Desired Rate of Return on Wheel Options: 3.50%
Desired Rate of Return on Credit Spreads: 8.90%
Annual Tax Rate of Investments: 32.00%
Weekly Tax Rate of Investments: 0.62%
Calculated Weekly Income: $4,234.74
Monthly Cost of Living Expense: $3,800.00
Est. Account Balance - Next Week: $51,815.30
Est. Account Balance - This Month: $51,816.04
Est. Account Balance - This Year: $668,806.64
Est. Account Balance - In 2 Years: $56,331,371.74
Est. Account Balance - In 3 Years: $4,744,605,131.80