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DuttonMarkets
Portfolio Environment: BethD-Demo
SummaryPortfolioCryptocurrencyAsset ChartAnalyticsData CenterSettings
All Assets
$56,869.16
Total Portfolio Market Value
Liquid Assets
$650.00
Combined Available Cash
Everything in one place — stocks and crypto, tracked together
SummaryPortfolioCryptocurrency
🏄 Surf Portfolio Tax Lot
TOTAL PORTFOLIO VALUE
$1,596.27
| Ticker | Qty | Price |
|---|
| MSFT | 3.00 | $390.49 |
| NKE | 4.00 | $43.70 |
🏦 Vault Portfolio Avg Cost
TOTAL PORTFOLIO VALUE
$1,625.30
| Ticker | Qty | Price |
|---|
| JNJ | 2.00 | $161.20 |
| KO | 6.00 | $59.10 |
| SPY | 1.00 | $548.30 |
Surf for active trading, Vault for long-term holds — never mixed
SummaryPortfolio
🏄 Surf Portfolio Tax Lot
TOTAL PORTFOLIO VALUE
$1,596.27
| Date | Ticker | Qty | Price | Source |
|---|
| 2026-06-02 | MSFT | 3.00 | $387.00 | Purchase |
Add a purchase as a dated lot — your portfolio value updates instantly
SummaryPortfolioCryptocurrency
🟠 BITCOIN
Live: $61,748.84
$46,311.63
0.75 BTC
🔷 ETHEREUM
Live: $1,708.99
$6,835.96
4.00 ETH
🟢 USDC
Live: $1.00
$500.00
500 USDC
Total crypto value: $53,647.59
Track Bitcoin, Ethereum, USDC and more — live prices, right beside your stocks
SummaryPortfolioSettings
🎯 Target Returns
Tech Sector Target (%)
−15+
| Ticker | Purchase | Strategic Sell Price |
|---|
| MSFT | $387.00 | $445.05 |
Set your exit target — the Strategic Sell Price recalculates automatically
SummaryPortfolio
📊 Realized Trading Performance
Total Realized P/L
+$645.50
See exactly what your strategy booked — realized profit, per portfolio
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Fri, Jul 03 · New York (ET)
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