Portfolio Management
Track, analyze, and optimize your investment portfolio
Total Value
$124,567.89
+23.4% overall return
Today's Change
+1.2%
$1494.81 today
Risk Score
65/100
Moderate Risk Profile
AI Health Score
78/100
Good - 3 suggestions available
Portfolio Holdings
Your current investment positions
| Symbol | Name | Shares | Avg Price | Current Price | Value | Return | Allocation |
|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 25 | $145.75 | $173.50 | $4337.50 | +19.04% | 15.2% |
| MSFT | Microsoft Corp. | 15 | $280.25 | $332.70 | $4990.50 | +18.72% | 17.5% |
| AMZN | Amazon.com Inc. | 12 | $145.30 | $178.90 | $2146.80 | +23.13% | 7.5% |
| TSLA | Tesla Inc. | 20 | $220.45 | $185.30 | $3706.00 | -15.94% | 13.0% |
| GOOGL | Alphabet Inc. | 18 | $125.80 | $142.30 | $2561.40 | +13.12% | 9.0% |
| JNJ | Johnson & Johnson | 15 | $160.25 | $152.50 | $2287.50 | -4.84% | 8.0% |
| JPM | JPMorgan Chase & Co. | 22 | $135.40 | $182.30 | $4010.60 | +34.64% | 14.1% |
| BND | Vanguard Total Bond Market ETF | 45 | $82.30 | $72.40 | $3258.00 | -12.03% | 11.4% |
| VNQ | Vanguard Real Estate ETF | 18 | $95.40 | $84.20 | $1515.60 | -11.74% | 5.3% |