spring-gilded
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Umang Suthar
Umang SutharBuild this project
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02 — Portfolio
Investments
Track and manage your investment portfolio with clear performance insights
$29,570Total portfolio value
-23.6%Total return
3Active investments
02
Investment holdings
Track, filter, and manage every position in your portfolio.
| # | Name / Symbol | Type | Current Value | Allocation | YTD Return | Total Return | Actions |
|---|---|---|---|---|---|---|---|
| 01 | Vanguard S&P 500 ETF (VOO)VOO | ETF | $15,420 | 48.5% | +4.8% | +7.2% | |
| 02 | Apple Inc. (AAPL)AAPL | Stock | $8,950 | 28.1% | +6.2% | +12.5% | |
| 03 | Bitcoin (BTC)BTC | Cryptocurrency | $5,200 | 16.3% | +12.1% | -15.8% |
- 01Vanguard S&P 500 ETF (VOO)VOOETFCurrent value$15,420YTD return+4.8%Total return+7.2%Allocation — 48.5%
- 02Apple Inc. (AAPL)AAPLStockCurrent value$8,950YTD return+6.2%Total return+12.5%Allocation — 28.1%
- 03Bitcoin (BTC)BTCCryptocurrencyCurrent value$5,200YTD return+12.1%Total return-15.8%Allocation — 16.3%
01 — account access
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