Wardstone Investments
Portfolio Desk
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Wardstone Investments
Log in or create an account to sync your portfolio across devices.
Enter your email and we'll send a password reset link.
Choose a new password for your account.
Wardstone Investments
Uses the same live price feed as your stock holdings — try tickers like AAPL, BTC/USD, or GLD (gold ETF proxy).
| Symbol | Type | Price | Change |
|---|
| Category | Item | Start Value | End Value | Growth | Growth % |
|---|
Enter Shares if you want to pull live prices and track yield automatically. Leave blank to just log values manually.
Enter Units if you want to pull live prices and track P&L automatically — try symbols like BTC/USD or ETH/USD. Leave blank to just log values manually.
For T-Bills, enter the annualized discount/interest rate — yield accrues daily from purchase to maturity, same as a bond.
| Name | Type | Principal / Cost | Rate | Purchase | Maturity | Value Today | Yield to Date | At Maturity |
|---|
Track money added to or pulled out of your real trading account, separate from trade P&L.
| Date | Type | Amount | Note |
|---|
No breaches recorded.
| Date | Instr | Dir | Mode | Status | R | Risk% | Checklist | Emotion |
|---|
Current MMF yields, T-Bill, and Bond rates. Updated periodically — always confirm with the fund manager or CBK before acting.
| Fund | Rate |
|---|
| Tenor | Rate | Auction |
|---|
| Bond | Rate | Term |
|---|