Portfolio Overview投資組合總覽

Dashboard儀表板

◆ Sample Portfolio — Demo Data◆ 範例投資組合 — 展示數據
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💰 Total Portfolio Value💰 投資組合總價值Real-time aggregate of all holdings plus cash balance. Updates continuously during market hours with live price feeds.所有持股加上現金餘額的即時匯總。在市場交易時間持續更新即時報價。
🔒 Client view: linked to your brokerage account客戶版:連結您的券商帳戶
Total Portfolio Value投資組合總價值
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📈 Performance Trend📈 績效走勢Interactive chart showing portfolio value over time. Toggle between time ranges. Hover any point for exact value and date.互動式圖表顯示投資組合價值走勢。可切換不同時間範圍。
🔒 Client view: real historical performance data客戶版:真實歷史績效數據
Trend走勢
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📊 Quick Stats & Metrics📊 快速統計與指標Key performance indicators at a glance. Includes risk-adjusted metrics like Sharpe Ratio and Alpha to measure portfolio quality beyond raw returns.一目了然的關鍵績效指標。包含 Sharpe Ratio 和 Alpha 等風險調整指標。
🔒 Client view: personalized metrics & benchmarks客戶版:個人化指標與基準比較
Quick Stats快速統計
Risk Metrics風險指標
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🎯 Asset Allocation🎯 資產配置Visual breakdown by sector. Hover each slice to see percentage and dollar value.按產業視覺化分析。懸停查看百分比和金額。
🔒 Client view: target vs actual allocation with rebalancing alerts客戶版:目標 vs 實際配置,含再平衡警報
Asset Allocation資產配置
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📋 Holdings Detail📋 持股明細Complete position list with real-time pricing. Each row shows shares, current price, total value, and daily performance.完整持倉清單搭配即時報價。每行顯示股數、現價、總值及每日漲跌。
🔒 Client view: cost basis, total gain/loss, tax lot details客戶版:成本基礎、總損益、稅務詳情
Holdings持股明細
Symbol代碼Name名稱 Shares股數Price現價Value市值Day Chg日漲跌

Unlock Your Personalized Portfolio Dashboard解鎖您的專屬投資組合儀表板

As a Cosmic Investment client, you get access to a live dashboard connected to your actual portfolio with real-time data, AI-powered insights, and advanced analytics.成為宇宙投資客戶後,您將獲得連結真實投資組合的即時儀表板,搭載 AI 驅動洞察及進階分析功能。

Live brokerage sync即時券商同步 AI trade signalsAI 交易信號 Tax-loss harvesting稅損收割 Risk monitoring 24/7全天候風險監控 Performance attribution績效歸因分析
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