Investment Performance Dashboard
Brokerage Account Daily Available Balances
Wednesday, April 24, 2024 Robinhood: $8,730.06
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: $337.02
Amount of Delta (change) from Yesterday: $65.26
Total Balance - All Accounts: $8,795.32
Sum of Total Deposits - All Accounts: $61,379.48
Estimated Profit This Next Coming Week: $871.00
Profit Report from Last Week-(All Brokers): $1,321.00
Estimated Account Balance Next Week: $9,666.32
Profit Report Since Last Month: $459.72
Profit Report Since Last Quarter: $7,459.36
Profit Report Last Semi_Annual: $7,419.02
Rate of Return on Current Balance (All Deposits): (85.67%)
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Weekly Projections from Current Performance
Week # 17 Date: 4/24/2024 Bal: $8,753.10 Profit: $871.53
Week # 18 Date: 5/1/2024 Bal: $9,578.43 Profit: $867.34
Week # 19 Date: 5/8/2024 Bal: $10,481.58 Profit: $949.13
Week # 20 Date: 5/15/2024 Bal: $11,469.89 Profit: $1,038.62
Week # 21 Date: 5/22/2024 Bal: $12,551.39 Profit: $1,136.55
Week # 22 Date: 5/29/2024 Bal: $13,734.86 Profit: $1,243.72
Week # 23 Date: 6/5/2024 Bal: $15,029.92 Profit: $1,360.99
Week # 24 Date: 6/12/2024 Bal: $16,447.09 Profit: $1,489.31
Week # 25 Date: 6/19/2024 Bal: $17,997.89 Profit: $1,629.74
Week # 26 Date: 6/26/2024 Bal: $19,694.91 Profit: $1,783.41
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Sum of All Cash Deposits: $61,379.48
Investing Account Balance: $8,795.32
Current Account Position(s) to Deposits: ($52,584.16)
Investing Account Balance Next Week: $9,666.85
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: $9,666.32
Est. Account Balance - This Month: $9,551.62
Est. Account Balance - This Year: $237,250.85
Est. Account Balance - In 2 Years: $32,280,266.93
Est. Account Balance - In 3 Years: $4,392,041,696.68
In Testing Mode: 0