Dashboard

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