All Data "Simulated"
Accessing: John Smith
Cash Balance:
$100,000
Crypto Balance:
$19,877
Portfolio Balance: $56,600
Gain Loss: $-27,900.00
Margin Ability: $28,300
Margin Balance: $0
Routing:Some Routing# Account:Some Acct#


Your Positions...
Action Asset_Name #QtyOwn Purchase Price$ Purchase Value$ Market Price$ Market Value$ Gain / Loss
John Smith
Uncle Joe's Portfolio 5 $100.00 $500.00 $100.00 $500.00? $0.00
John Smith
Uncle Joe's Portfolio 1 $10,000.00 $10,000.00 $100.00 $100.00? $-9,900.00
John Smith
Uncle Joe's Portfolio 20 $1,000.00 $20,000.00 $100.00 $2,000.00? $-18,000.00
John Smith
Mullen Auto Finance 6 $9,000.00 $54,000.00 $9,000.00 $54,000.00? $0.00
Totals: 32 $84,500 $56,600 $-27,900.00

>
# Buy Asset Name (Click_for_Details*) Par Raise Link Market Price
2sector: " "...
Auto Index Fund
$1,000 $25,000,000 DealBox
$1,000
Mullen Auto Finance
$9,000 $180,000 DealBox
$9,000
1sector: "Auto"...
Uncle Joe's Portfolio
$100 $300,000 DealBox
$100



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