Total Balance
$284,620
+4.8% this month
Today's P&L
+$3,210
+1.14% today
Dividends (YTD)
$5,830
+12.3% vs 2025
Risk Score
Moderate
Stable · 68/100
Portfolio Growth
Last 6 monthsRecent Activity
Bought AAPL
+$4,275
Sold TSLA
-$1,890
Dividend — VOO
+$124.50
Bought VOO
+10 shares
Your Holdings
AAPL
Apple Inc.
$48,320
+3.2%
VOO
Vanguard S&P 500
$72,150
+1.8%
BTC
Bitcoin
$38,420
+6.4%
Portfolio Value
$284,620
+$13,200 all time
Total Return
+18.4%
+$44,260
Diversification
7 Assets
3 sectors · 2 markets
Risk Level
Moderate
Balanced growth
Allocation
US Stocks
42%
$119,540
Index Funds
28%
$79,694
Crypto
15%
$42,693
Bonds
10%
$28,462
REITs
5%
$14,231
Performance
AAPL
Apple Inc.
$48,320
+3.2%
VOO
Vanguard S&P 500
$72,150
+1.8%
BTC
Bitcoin
$38,420
+6.4%
GOOGL
Alphabet Inc.
$22,150
+1.2%
S&P 500
5,684
+0.38%
NASDAQ
18,847
+0.62%
VIX
14.22
-0.82
BTC/USD
$64,280
+2.14%
Watchlist
AllAAPLApple Inc.$228.60+1.32%
GOOGLAlphabet Inc.$182.40+0.87%
TSLATesla Inc.$248.30-0.45%
AMZNAmazon.com$196.45+0.23%
MSFTMicrosoft Corp.$446.80+0.56%
BTCBitcoin$64,280+2.14%
Account Statements
Last 12 months| Period | Type | Status | |
|---|---|---|---|
| June 2026 | Monthly Summary | Ready | |
| Q2 2026 | Quarterly Report | Ready | |
| May 2026 | Monthly Summary | Ready | |
| April 2026 | Tax Document | Ready | |
| March 2026 | Monthly Summary | Pending | |
| Q1 2026 | Quarterly Report | Ready | |
| Feb 2026 | Monthly Summary | Ready | |
| Jan 2026 | Annual Tax Form | Ready |