Grow your investments with care and strategy—nurturing them over time,
just as
you
would tend to a living garden. Observe, adjust, and let your portfolio flourish.
Cumulative Gain/Loss$0 (0%)
Cash Contributions$0
Cash Remaining$0
Welcome to You, Inc. Portfolio Challenge
You are about to begin Round
1 of your investment journey
📖 You, Inc.
Portfolio
Challenge Instructions
📖 The Portfolio Challenge
You are building a retirement portfolio by investing in CapsimCore companies. The rules mimic
those for a USA Roth IRA. Each round:
Starting Capital: You begin with $1,200 (or your previous round's value
+ $1,200).
Investment Choices: Buy stocks and bonds from any of the competing
companies.
Automatic Sales: All investments will sell on Dec 31st to convert this
year's investments back into cash. No fees, commissions, or taxes.
Next Round: Your ending value becomes your starting capital (+$1,200).
You can repeat your positions without penalty or start fresh.
🎯 Your Workflow
Analyze: Review company performance in your CapsimCore inbox
Decide: Choose which stocks and bonds to buy
Purchase: Enter the number of shares/units to buy (whole numbers only)
Save: Click Save to record your decisions on the cloud
💡 How It Works
Stocks: Enter number of shares to buy at the current price
Bonds: Enter number of units to buy ($100 face value each, priced as
shown)
Integer Purchases: You can only buy whole shares/units (no fractions)
Leftover Cash: Unspent money stays as idle cash (earns 0%)
Portfolio Summary
Cumulative Cash Contributions: $1,200.00
Cumulative Gains/Losses:+$0.00
Gain/Loss Round 1:+$0.00
Gain/Loss % Round
1:+0.0%
This Round
Portfolio Capital: $1,200.00
New Cash Contribution: $1,200.00
Available Investment Capital: $2,400.00
Portfolio Performance by Round
Last Round Allocation
Round allocation breakdown
Investment Allocation
Allocate your capital across stocks and bonds for Round 1
Your Starting Position: Round 1,
January
1st
Portfolio Value
$0.00
Cash Allocated
Cash Remaining
$0.00
0.000
Allocation
Portfolio Performance & Analytics
Professional-grade portfolio analysis and performance tracking
Portfolios End Round 2
💼 Your Portfolio
Total Cash Contributions:$2,400.00
Total Capital Gain:+$403.00
Total Portfolio Value:$2,803.00
Overall Gain %:+16.8%
Gain/Loss Round 0:+$0.00
Gain/Loss % Round 0:+0.0%
💼 Benchmark Portfolio
Total Cash Contributions:$2,400.00
Total Capital Gain:+$259.00
Total Portfolio Value:$2,659.00
Overall Gain %:+10.8%
Gain/Loss Round 0:+$0.00
Gain/Loss % Round 0:+0.0%
📈 Performance Comparison (End-of-Year Values)
📈 Annual Performance Summary
Detailed Investment History
📒 Portfolio Performance & Analytics
Your comprehensive portfolio analysis will appear here after you complete your first round.