Portfolio Dashboard
Track your investments and market performance
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Total Portfolio Value
$58,500
+17.00% all time
Sample data
Total Gain/Loss
+$8,500
+17.00% return
Today's Change
+$245.67
+0.42% today
Asset Allocation
4 Assets
Diversified portfolio
Portfolio Performance
Your portfolio value over the last 6 months
Asset Allocation
Distribution of your investments
Stocks
65.00%
$38,025
Bonds
20.00%
$11,700
ETFs
10.00%
$5,850
Cash
5.00%
$2,925
Top Holdings
Your largest positions
AA
AAPL
50 shares
$175.43
1.35%
MS
MSFT
30 shares
$378.85
-0.32%
GO
GOOGL
25 shares
$142.56
2.48%
TS
TSLA
15 shares
$248.42
-2.23%
NV
NVDA
20 shares
$875.28
1.44%
Recent Activity
Latest transactions and updates
BUY
AAPL
2024-01-15
$1754.30
10 shares
SELL
MSFT
2024-01-14
$1894.25
5 shares
BUY
GOOGL
2024-01-13
$2138.40
15 shares
DIVIDEND
AAPL
2024-01-12
$9.60
40 shares