Total Portfolio Value

$2,847,521.84

+$124,847.32 +4.58%

Today's P&L

+$12,847

+0.45%

Cash Balance

$284,521

10% of portfolio

YTD Return

+18.42%

vs S&P: +12.3%

Portfolio Performance

Asset Allocation

Equities
62%
Fixed Income
18%
Commodities
8%
Crypto
2%
Cash
10%

Holdings

Symbol Name Shares Price Value P&L %
AAPL Apple Inc. 1,250 $198.45 $248,062 +$42,187 +20.5%
MSFT Microsoft Corp. 850 $425.22 $361,437 +$85,421 +30.9%
NVDA NVIDIA Corp. 420 $875.28 $367,617 +$198,542 +117.4%
TSLA Tesla Inc. 300 $248.92 $74,676 -$12,847 -14.7%

Best For

  • Investment portfolios
  • Trading platforms
  • Wealth management
  • Financial reporting

Key Elements

  • Monospace numbers
  • Green/red P&L indicators
  • Dark theme for focus
  • Real-time data display