Dashboard Overview
Total Assets
$1,450,230.75
2.5% vs last month
Net Profit/Loss (YTD)
+$82,198.40
15.2% ROI
Dividends (Q3)
$5,430.22
-1.8% vs last quarter
Open Positions
42
3 new this week
Investment Portfolio
Asset Allocation
Top Holdings
| Asset | Type | Value | 1D Change |
|---|---|---|---|
| Apple Inc. (AAPL) | Stock | $152,340.50 | +1.25% |
| Vanguard S&P 500 (VOO) | ETF | $110,880.10 | -0.33% |
| Microsoft Corp. (MSFT) | Stock | $98,030.00 | +0.89% |
| US Treasury Bond | Bond | $75,000.00 | +0.02% |
Risk Analysis
Portfolio Risk Score
Your portfolio risk is considered 'Moderate' based on volatility and asset concentration.