Last updated
Apr 30, 2023, 4:30 PM
Portfolio Value
$245,897.32
+$12,234.21 (4.98%)
Today's Change
+1.23%
+$3,021.45 today
Outperforming S&P 500 by 0.45%
YTD Return
+18.42%
+$38,245.67 this year
Outperforming target by 3.2%
Cash Balance
$12,450.00
5.06% of portfolio
Portfolio Performance
Daily portfolio value over the past 30 days
Apr 1
Apr 8
Apr 15
Apr 22
Apr 30
$260K
$250K
$240K
$230K
$220K
Asset Allocation
Current portfolio distribution
Stocks (40%)
Bonds (25%)
Real Estate (15%)
Crypto (10%)
Cash (5%)
Other (5%)
Recent Transactions
Your latest investment activities
Buy AAPL
Apr 28, 2023
10 shares
$1,756.32
Sell MSFT
Apr 26, 2023
15 shares
$4,235.75
Buy GOOGL
Apr 24, 2023
5 shares
$6,432.50
Dividend Payment
Apr 20, 2023
+$345.21
VTI
Watchlist
Stocks you're monitoring
AAPL
Apple Inc.
$173.45
+1.23%
MSFT
Microsoft Corp.
$289.32
+0.87%
GOOGL
Alphabet Inc.
$124.67
-0.32%
AMZN
Amazon.com Inc.
$103.78
+2.15%
TSLA
Tesla Inc.
$185.42
-1.45%
This is a prototype demonstration. No real financial data is being used.