Portfolio Value

$101,079.02

$990.97(0.99%)Today
$101,079.02 990.97
Buying Power$25,000.00
Cash$15,000.00
Day Change+0.99%
All-Time+15.8%

Your Investments

CompanyTickerDaily Change ($)Daily Change (%)Total Gain/Loss ($)Total Gain/Loss (%)
Apple Inc.AAPL+$340+1.34%+$25,600+25.6%
Tesla, Inc.TSLA-$150-2.1%+$18,900+18.9%
Amazon.com, Inc.AMZN+$60+0.5%-$3,200-3.2%
NVIDIA CorporationNVDA-$88-0.75%+$42,300+42.3%
Meta Platforms, Inc.META+$200+2.8%+$61,100+61.1%
Total$362$144,700

Recent Activity

AAPL

Bought Apple

2 hours ago

+$2,500
TSLA

Sold Tesla

1 day ago

-$1,200
NVDA

Bought NVIDIA

3 days ago

+$3,200
View All Activity

Asset Allocation

Stocks
60%$60,000.00
Bonds
25%$25,000.00
Cash
15%$15,000.00
Rebalance Portfolio

Performance Metrics

Return (YTD)+12.4%vs. S&P 500 +9.8%
Volatility
Medium0.65 Beta
Risk Score65/100
Dividend Yield1.87%
P/E Ratio (Avg)22.3
View AI Analysis
AAPL
BuyApple Inc.
10 shares at $183.27
Completed
Feb 24, 20232:45 PM
NVDA
SellNVIDIA Corporation
5 shares at $894.52
Completed
Mar 15, 202310:30 AM
TSLA
BuyTesla, Inc.
8 shares at $248.5
Pending
Today9:15 AM
META
SellMeta Platforms, Inc.
12 shares at $472.85
Cancelled
Yesterday3:22 PM
View All Orders