Total Value
$284,391
▲ +4.82% this month
Day's Gain
+$1,247
▲ +0.44% today
Total Return
+$61,204
▲ +27.4% all time
Cash Available
$12,840
▼ −$3,200 vs last week
Portfolio Performance
May 1
May 7
May 14
May 21
May 28
Today
Allocation
Equities38%
Tech ETFs24%
Bonds18%
Commodities12%
Crypto8%
Recent Transactions
| Asset | Type | Date | Shares | Price | Amount | Return |
|---|---|---|---|---|---|---|
| Apple Inc. (AAPL) | BUY | May 04 | 12 | $186.42 | $2,237.04 | +3.2% |
| NVIDIA Corp (NVDA) | SELL | May 03 | 5 | $824.10 | $4,120.50 | +18.7% |
| Vanguard S&P 500 ETF | DIV | May 01 | — | — | $142.80 | +0.5% |
| Microsoft (MSFT) | BUY | Apr 29 | 8 | $412.55 | $3,300.40 | −1.4% |
| Tesla Inc. (TSLA) | SELL | Apr 27 | 20 | $171.22 | $3,424.40 | −8.3% |