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MSFT

Microsoft Corp.

US5949181045

Open shares

Avg cost (€/sh)

€380.73

Cost basis

€380.73

Realized gains

+€0.00

Unrealized P&L (vs tax basis)

€—

if sold today

Dividends received

€0.39

Thesis (markdown)

Conviction (1–10)

Horizon

Sector / layer

Entry / exit zones

trim 460.0–480.0 USD — Demo: trim if valuation stretches.

Risks & red flags

[medium] AI capex outpacing monetization.

Catalysts & events

2026-05-31 [earnings] — FY Q4 earnings (demo)

Date	Shares	Price	Cost (€)	Open	Source
2025-05-01	1	410 USD	380.73	1	manual

Payment	Gross (€)	Withheld	Net (€)
2026-03-17	0.70	0.29	0.39

Chat with Claude about MSFT

Ask anything about MSFT — Claude has your thesis, conviction, risks, zones, catalysts, and trade history as context.