S&P 5005,842.15 +1.23% NASDAQ18,456.30 +1.67% DOW42,150.80 -0.15% AAPL198.50 +2.34% MSFT415.20 +1.12% GOOGL176.40 -0.45% AMZN192.70 +3.21% NVDA875.30 +4.56% TSLA248.10 -1.87% META520.60 +2.05%
S&P 5005,842.15 +1.23% NASDAQ18,456.30 +1.67% DOW42,150.80 -0.15% AAPL198.50 +2.34% MSFT415.20 +1.12% GOOGL176.40 -0.45% AMZN192.70 +3.21% NVDA875.30 +4.56% TSLA248.10 -1.87% META520.60 +2.05%

My Portfolio

Monitor and manage all your investments in one place

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Total Portfolio Value

$128,456.80

+$14,286.30 (+12.5%)

Invested

$94,230

Total Return

+$34,226

Today's P&L

+$2,847

Positions

24 Stocks

YTD Return

+18.4%

1Y Return

+36.3%

Sharpe Ratio

1.85

Beta

1.12

Buy Stock Analytics
+8.24%

Best Performer

NVDA

+$11,488.50 gain

-4.12%

Worst Performer

DIS

-$284.30 loss

Balanced

Diversification

8 Sectors

24 unique stocks

Monthly

Dividend Income

$342.80

2.68% yield

Portfolio Growth

Value vs Invested amount over time

Allocation Breakdown

By sector

Technology
$54,340 (42.3%)
Healthcare
$24,022 (18.7%)
Finance
$19,525 (15.2%)
Energy
$15,543 (12.1%)
Consumer
$10,791 (8.4%)
Others
$4,236 (3.3%)

My Holdings

All active positions in your portfolio

Stock Sector Shares Avg Cost Price Day Change Value P&L Weight Actions

Showing 1-10 of 24 holdings

Risk Overview

Moderate

Portfolio risk metrics

Volatility (30d)16.4%
Max Drawdown-8.2%
Concentration42.3%
Correlation to S&P0.82

Performance Metrics

Portfolio vs benchmark comparison

Full Report →

Alpha

+4.2%

Beta

1.12

R-Squared

0.89

Info Ratio

0.76

Recent Transactions

Last portfolio activities

View All →

Bought AAPL

50 shares @ $198.50 • Jan 24, 10:32 AM

$9,925.00

Filled

Sold TSLA

30 shares @ $252.40 • Jan 24, 8:15 AM

$7,572.00

Filled

Dividend MSFT

Q4 dividend payment • Jan 22

+$62.50

Cash

Bought NVDA

15 shares @ $860.00 • Jan 21

$12,900.00

Pending

Deposit

Bank transfer • Jan 20

+$15,000

Complete

Upcoming Dividends

Expected income from holdings

All Dividends →
AAPL

AAPL

Ex-Date: Feb 08 • Pay: Feb 15

+$28.80

$0.24/sh

MSFT

MSFT

Ex-Date: Feb 12 • Pay: Feb 20

+$62.50

$1.25/sh

GOOGL

GOOGL

Ex-Date: Feb 05 • Pay: Feb 12

+$14.00

$0.20/sh

NVDA

NVDA

Ex-Date: Feb 24 • Pay: Mar 05

+$1.80

$0.04/sh

JPM

JPM

Ex-Date: Feb 15 • Pay: Feb 28

+$45.00

$1.15/sh

AI Portfolio Insights

Smart recommendations based on your portfolio

Concentration Risk

Your tech exposure is at 42.3%. Consider diversifying into defensive sectors like utilities.

Strong Performer

NVDA has delivered +41.2% return. Consider taking partial profits to lock in gains.

View NVDA →

Opportunity

GOOGL is trading at 12% discount from fair value. Analyst target: $220 (+24.7%).

Research →