serendivest.com

Portfolio Insight

Performance and allocation

See realized + unrealized returns, allocation breakdowns, and a simple index of your holdings versus a benchmark.

Portfolio

Total value

LKR 0

Total P/L

LKR 0

Realized + Div

LKR 0

Unrealized

LKR 0

Return %

0%

Performance Comparison

Portfolio gains vs ASPI vs S&P SL20 (Base = 100)

Realized Profits Over Time

Cumulative realized gains including dividends

Realized vs Unrealized P/L

Per symbol breakdown

Dividend Income Timeline

Monthly dividend received (net after withholding)

Investment Allocation across Holdings

Hover for ticker details, total return %, and cost allocation percentage

Diversification across Sectors

Visual flow of total cost from portfolio to sectors to individual symbols