Trainer Finance
Profit & Loss
Monthly cost basis vs. portfolio value across your Vault.
Total Cost Basis
$12,970
Current Value
$17,060
+31.5%
Unrealized P/L
+$4,090
Realized YTD
+$1,240
Last 6 Months
Jan
Feb
Mar
Apr
May
Jun
Cost basisPortfolio value
Cloud Connection Required
Reports Engine
Reports above use sample data. Live aggregates run against vault_entries + price_snapshots once Cloud is enabled.
This feature is fully built and ready. Activate Lovable Cloud to enable authentication, persistent storage, and live data services.