Product Preview · Demo data only · Not a live product
Request early access →Your Stock Returns
See your true stock portfolio return after contributions, dividends, appreciation, and realized gains.
Sample metrics
Illustrative portfolio snapshot — not connected to real accounts, exchanges, or plan providers.
Portfolio Value
$72,840
Mark-to-market
Contributions
$52,500
Deposits since 2021
Dividends
$3,094
Cash + reinvested
Unrealized Gains
+$15,540
Open positions
Realized Gains
+$2,550
Closed trades YTD
Total Return
14.6%
Lifetime, net of fees
Demo dashboard
Portfolio breakdown preview
A sample view of how Your Stock Returns could present holdings and return components. All figures are fictional.
Sample portfolio
Taxable brokerage · 5 holdings
Swipe horizontally to see all columns →
| Holding | Value | Contributions | Dividends | Unrealized | Realized |
|---|---|---|---|---|---|
| AAPL | $18,420 | $12,000 | $612 | +$4,820 | +$1,240 |
| VOO | $28,600 | $22,000 | $890 | +$5,100 | $0 |
| SCHD | $14,220 | $10,500 | $1,280 | +$2,940 | +$420 |
| MSFT | $9,800 | $6,200 | $312 | +$2,680 | +$890 |
| Cash | $1,800 | $1,800 | $0 | $0 | $0 |
| Total | $72,840 | $52,500 | $3,094 | +$15,540 | +$2,550 |
Demo data only. Not linked to wallets, brokerages, payroll, or plan providers.
What it would track
Core metrics the product is being designed to surface in one place.
Contributions
Money you deposited over time — separated from market gains so performance is not confused with savings.
Dividends
Cash and reinvested dividend income tracked as part of total return, not buried in account balance changes.
Unrealized & realized gains
Open-position appreciation and closed-trade outcomes shown side by side for a complete performance view.
Total return
A single headline metric that reflects what the portfolio actually returned — not just today's account value.
Why it matters
Brokerage statements show account value and period performance. They rarely show how much came from you, how much came from dividends, and how much came from price appreciation.
Without separating contributions from gains, it is easy to feel successful because you saved more — or miss that the portfolio itself underperformed.
Your Stock Returns is being built to show the full picture in one dashboard so you can judge portfolio quality, not just account size.
Contributions + dividends + appreciation + realized gains − fees = a clearer picture of your true stock return.
Planned under True Returns
Your Stock Returns is a planned product in development under the True Returns brand. The dashboard above uses fictional sample data to show product direction — it is not connected to brokerages or live accounts.
Interested in early access?
Your Stock Returns is not live yet. Reach out for updates as this product moves toward launch — or explore Cashbacking and Your Rental Returns today.