Portfolio

Portfolio overview

Your wealth, clearly understood.

A private, educational view of your Indonesian stock portfolio.

Total portfolio

Rp 64,9M

Rp 64.850.000

Invested capital

Rp 43,9M

Stock cost basis

Floating P/L

+5.51%

Rp 2,4M

Excludes cash balance

Available cash

Rp 18,5M

28.5% of portfolio

Portfolio health

8

/ 10

Strong
Diversification2/3

3 active holdings

Concentration2/3

35.7% largest position

Cash balance2/2

28.5% cash allocation

Performance2/2

5.51% stock return

Sector allocation

Where your equities are exposed

Financials50.0%
Telecommunication26.0%
Industrials24.1%

Holdings

One IDX lot equals 100 shares. Enter prices per share; totals are calculated.

Ticker requiredLots ownedAvg. cost / shareMarket price / shareInvested capitalCurrent valueReturnRemove
Rp 21MRp 23,2M+10.29%
Rp 12,5MRp 12M-3.53%
Rp 10,5MRp 11,2M+6.70%

Current prices can be entered manually or refreshed from Yahoo Finance.

Allocation

Based on current value

BBCA35.7%
TLKM18.6%
ASII17.2%
Cash28.5%

Daily market watch

Three transparent IDX signals

Scenario lab

What if stock prices move?

Hypothetical

Estimated portfolio value

Rp 69.485.000

+Rp 4.635.000 versus current value

Portfolio notes

Transparent, rule-based observations

Portfolio is above cost basis

Holdings currently show a 5.51% gain relative to invested capital.

Educational thresholds are descriptive defaults, not investment advice.