Analytics
Portfolio Performance & Risk
Performance Over Time
Asset Allocation
- Bonds
- Cash
- Crypto
- Real Estate
- Stocks
Risk vs Return
Performance Breakdown
| Name | Value | % of Portfolio | 1M Return | YTD Return |
|---|---|---|---|---|
| Technology | $48,500 | 34% | +2.3% | +12.5% |
| Healthcare | $29,800 | 21% | -0.8% | +5.2% |
| Financials | $22,500 | 16% | +1.1% | +8.7% |
| Energy | $16,200 | 11% | +3.2% | +15% |
| Real Estate | $11,400 | 8% | -1.5% | +2.8% |
| Others | $14,100 | 10% | +0.5% | +4.1% |
Recent Activity
Purchased 50 shares of AAPL
+$8,500.00Sold 10 shares of TSLA
$5,600.00Dividend received from SPY
+$42.30Deposited $5,000 into account
+$5,000.00Withdrew $1,200 for expenses
$1,200.00

No comments yet. Be the first!