Recorded net return
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Includes realized gains and dividends
Live year-to-date portfolio monitoring
Track portfolio performance without the noise.
One clear view of net returns, open-position P/L, market benchmarks, allocation, and realized gains. Data is read directly from the connected Google Sheet.
Unrealized P/L
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Open positions at the latest recorded prices
Versus Jakarta Composite
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Net-return spread against the benchmark
Trading-day records
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Current YTD dataset
Performance comparison
Portfolio versus market benchmarks
Each selected period is rebased to 0% for a like-for-like comparison.
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Current composition
5 assets
Portfolio allocation
Return windows
Percentage return
Key performance statistics
Short- and medium-term changes are calculated from the available trading-day records.
| Indicator | 1D | 1W | 1M | 3M | YTD |
|---|---|---|---|---|---|
| Waiting for live data… | |||||
Cash events
Realized gains & dividend history
Recorded YTD events and scheduled upcoming dividends.
BMRI dividendUpcoming · Rp66 / share
+0.32%BBCA dividendUpcoming · Rp25 / share
+0.06%BBCA dividendWithdrawn
+0.05%B*** dividendDividend income
+1.74%B*** dividendDividend income
+1.56%N*** dividendDividend income
+0.36%B*** dividendDividend income
+0.66%B*** dividendDividend income
+2.57%Sell T***Realized gain
+2.93%Sell T***Realized gain
+6.69%Sell A***Realized gain
+0.89%B*** & K*** dividendsDividend income
+0.28%
Private monitoring dashboard
Figures are provided for monitoring and documentation, not investment advice. Benchmark and portfolio series are rebased only inside the comparison chart; the headline cards retain the recorded YTD values.