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%
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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