DCE Holdings — Investment Office
Performance Tracking
Cost basis, time-weighted return, and benchmark attribution.
Performance dashboard
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NAV (USD)
TWR cumulative
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vs IWQU.L —
IRR (annualized)
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since inception
Max drawdown
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peak-to-trough
Total P&L
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realized + unrealized
Net invested
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contrib. − withdr.
Equity curve — Portfolio TWR vs IWQU.L
Benchmark IPS §4.8: MSCI World Quality NR (proxy IWQU.L — iShares Edge MSCI World Quality Factor UCITS, USD)
Holdings
○ loading…Cash (USD)
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Market value
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Realized P&L
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Unrealized P&L
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Dividends + interest (received)
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Dividends + interest (pending)
Pendiente
Withholding tax
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Import Schwab CSV
Transactions
Cashflows
Add manual entry
For prior wires, dividends, fees, or transactions outside Schwab.
Kind
Date
Ticker
Quantity
Amount (USD)
Notes
Prices & benchmark
Daily EOD closes for every tracked ticker plus IWQU.L (MSCI World Quality benchmark, IPS §4.8). Cron refreshes Mon–Fri at 22:00 UTC; click Backfill to load history from inception.
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Existing data
Last 50 transactions and cashflows in the database.
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