Portfolio Dashboard

Cash Balance Over Time (₪)

Monthly Trading Activity — US Market ($)

Dividend Income by Source (₪ equivalent, gross)

Open Positions by Cost Basis

Positions opened and closed within the selected period are excluded. USD costs converted at the period's average FX purchase rate. TASE / fund positions at ILS cost.

Holdings Summary (positions traded in selected period)

Symbol	Name	Bought	Sold	Net Shares	Avg Buy Price	Cost (incl. fees)	Sale Proceeds	Trade Fees

Net shares reflect activity within the selected period only — positions opened before January 2024 (e.g. MO, QQQ, SPX 500 ETF, MTF TA-125) are not included in the starting count. Market values are not available in the source files, so unrealized P&L cannot be computed.

Stock Explorer

Security:

Date	Action	Shares	Price	Amount	Fee	Est. CG Tax (₪)

Dividend Log

USD/ILS Conversions

Date	USD Bought	Rate	ILS Paid

Insights & Notes

Full Transaction Log

Date	Category	Action (original)	Security	Qty	Price	Amount $	Amount ₪	Balance ₪