Dashboard
Welcome back, Alex! Here's your financial overview.
Portfolio Value
$124,568.45
2.4%
+$2,892.20 this month
Monthly Income
$8,942.00
3.2%
+$278.00 from last month
Monthly Expenses
$5,623.12
1.8%
-$103.45 from last month
Savings Rate
37.1%
5.3%
Target: 40%
Portfolio Performance
Your investment growth over time
Portfolio performance chart
Asset Allocation
Current distribution of your investments
Asset allocation chart
US Stocks
45%International Stocks
15%Bonds
25%Real Estate
10%Cash
5%Top Holdings
Your largest investments by value
AAPL
Apple Inc.
$12,450
+2.3%
MSFT
Microsoft Corp.
$10,280
+1.8%
AMZN
Amazon.com Inc.
$8,320
-0.7%
GOOGL
Alphabet Inc.
$7,540
+1.2%
BRK.B
Berkshire Hathaway
$6,780
+0.5%
Market Indices
Current market performance
S&P 500
4,782.82
+0.86%
Dow Jones
38,239.98
+0.68%
Nasdaq
15,927.90
+1.03%
Russell 2000
2,043.92
-0.21%
10-Year Treasury
4.32%
+0.05
Financial Goals
Progress towards your targets
Retirement68%
$845,000 / $1,250,0002042
Home Purchase42%
$84,000 / $200,0002026
Emergency Fund95%
$28,500 / $30,000Ongoing
Upcoming Events
Financial calendar
Quarterly Tax Payment Due
Mar 28•
Tax
401(k) Contribution
Apr 15•
Investment
Apple (AAPL) Earnings
Apr 22•
Market
Portfolio Review
May 1•
Planning
AI Financial Insights
Personalized recommendations based on your financial data
Savings Opportunity
You're spending 30% more on dining out compared to last month. Consider setting a budget to increase your savings rate.
Investment Suggestion
Your bond allocation is below target. Consider rebalancing to maintain your desired asset allocation.
Tax Reminder
You have unused tax-advantaged contribution space in your IRA. Consider maximizing your contributions before the deadline.