Portfolio Dashboard
Welcome back, Alex. Your investments grew by 1.2% today.
Total Portfolio Value
trending_up+2.4% Overall
$248,592.00+$14,203.50
Invested Value
$234,388.50
Day's Gain
+$2,982.40 (1.2%)
Total Return
6.1% CAGR
Asset Distribution
4Asset Types
Equity
60%Debt
25%Gold
10%Cash
5%Wealth Goals
Early Retirement
Target: $1.2M by 2040
Education Fund
Target: $150k by 2030
Active Holdings
| Investment Name | Asset Class | Current Value | Returns | Action |
|---|---|---|---|---|
show_chart Vanguard 500 Index Fund VOO · ETF | Equity | $84,200.50 | +$12,400.00(+17.3%) | |
account_balance PIMCO Income Fund PONAX · Mutual Fund | Debt | $52,150.00 | +$1,280.00(+2.5%) | |
currency_bitcoin Digital Asset Trust BITC · Alternative | Other | $12,400.00 | -$850.20(-6.4%) |