Portfolio Dashboard — Cosmic Investment LLC

💰 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

📊 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

🎯 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

Total

📋 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

Dashboard儀表板

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