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Welcome back! Here's your investment overview.

+12.5%

$2,847,392

Total Portfolio Value

+8.2%

$347,892

Current Profit

+3.1%

$89,234

Monthly Return

24

156

Active Positions

Portfolio Performance

Asset Allocation

Recent Transactions

View All

Buy AAPL

2 hours ago

5,420

+2.3%

Sell TSLA

5 hours ago

$8,750

-1.2%

Dividend MSFT

1 day ago

,250

Dividend

Top Holdings

View Portfolio
AAPL

Apple Inc.

Technology

$485,230

+5.2%

MSFT

Microsoft Corp.

Technology

$392,150

+3.8%

GOOGL

Alphabet Inc.

Technology

$298,740

-1.5%

AMZN

Amazon.com Inc.

Consumer Discretionary

$245,890

+2.1%

TSLA

Tesla Inc.

Consumer Discretionary

89,320

+7.3%

+ (value / 1000000).toFixed(1) + 'M'; } } } } } }); // Asset Allocation Chart const allocationCtx = document.getElementById('allocationChart').getContext('2d'); new Chart(allocationCtx, { type: 'doughnut', data: { labels: ['Technology', 'Healthcare', 'Finance', 'Consumer Goods', 'Energy', 'Others'], datasets: [{ data: [45, 20, 15, 10, 5, 5], backgroundColor: [ '#04666B', '#0DB4BF', '#F5BC09', '#10B981', '#F59E0B', '#6B7280' ], borderWidth: 0 }] }, options: { responsive: true, maintainAspectRatio: false, plugins: { legend: { position: 'bottom', labels: { padding: 20, usePointStyle: true } } } } }); });

Portfolio

Manage and track your investment holdings

+12.5%

$2,847,392

Total Portfolio Value

+2.8%

+$79,727

Today's Change

156

24

Active Positions

Holdings

Symbol Company Shares Price Market Value Day Change Total Return Actions
AAPL
AAPL
Apple Inc.
Technology
 2,850 70.25 $485,213 +$8,925 (+1.87%) +$45,213 (+10.28%)
MSFT
MSFT
Microsoft Corp.
Technology
 1,200 $326.79 $392,148 +$4,512 (+1.16%) +$28,148 (+7.73%)
GOOGL
GOOGL
Alphabet Inc.
Technology
 2,150 38.96 $298,764 -$2,156 (-0.71%) + 8,764 (+6.70%)
AMZN
AMZN
Amazon.com Inc.
Consumer Discretionary
 1,850 32.94 $245,939 +$3,247 (+1.34%) + 5,939 (+6.93%)
TSLA
TSLA
Tesla Inc.
Consumer Discretionary
 950 99.29 89,326 +$7,892 (+4.35%) +$29,326 (+18.33%)

Transactions

View and manage your trading history

This Month

247

Total Transactions

+15%

142

Buy Orders

-8%

105

Sell Orders

Volume

$4.2M

Total Volume

Transaction History

Date & Time Type Symbol Quantity Price Total Status Actions
Dec 15, 2023
10:30 AM
 Buy
AAPL
AAPL
Apple Inc.
 100 70.25 7,025.00 Completed
Dec 14, 2023
2:15 PM
 Sell
TSLA
TSLA
Tesla Inc.
 50 95.50 $9,775.00 Completed
Dec 13, 2023
11:45 AM
 Dividend
MSFT
MSFT
Microsoft Corp.
 1,200 $0.68 $816.00 Completed
Dec 12, 2023
9:20 AM
 Buy
GOOGL
GOOGL
Alphabet Inc.
 75 40.25 0,518.75 Pending
Dec 11, 2023
3:45 PM
 Buy
AMZN
AMZN
Amazon.com Inc.
 150 31.50 9,725.00 Completed

Analytics

Comprehensive performance insights and market analysis

Time Period:
+18.5%

+$527,392

Total Return (YTD)

Excellent

1.85

Sharpe Ratio

-8.2%

-$233,480

Max Drawdown

Moderate

12.4%

Volatility (Annualized)

Performance vs Benchmark

Portfolio
S&P 500

Risk-Return Analysis

Sector Performance

Technology
+24.5%
Healthcare
+18.2%
Finance
+12.8%
Consumer Goods
+9.4%
Energy
-3.2%

Monthly Returns (2023)

Percentage Returns
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
+2.1
-1.5
+3.8
+1.9
-2.8
+4.2
+3.1
-0.9
+2.5
+5.7
+3.4
+1.8
Negative
Positive

Risk Metrics

Metric Portfolio Benchmark Difference Rating
Alpha 8.5% 0.0% +8.5% Excellent
Beta 0.92 1.00 -0.08 Good
Information Ratio 1.42 0.00 +1.42 Excellent
Tracking Error 6.2% 0.0% +6.2% Moderate
VaR (95%) -2.8% -3.2% +0.4% Good

Settings

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Profile Information

Profile

JPG, GIF or PNG. 1MB max.

Account Summary

Account Type Premium
Member Since Jan 2022
Last Login 2 hours ago
Status Active

Notifications

Stay updated with your investment activities and market alerts

Filter:
Time:
Today

24

Total Notifications

Unread

8

Unread Messages

Active

12

Trade Alerts

Live

4

Market Updates

Recent Notifications

Trade Executed Successfully

Trade Alert

Your buy order for 100 shares of AAPL at 70.25 has been executed successfully.

2 minutes ago Order #TXN-2023-001247

Price Alert Triggered

Price Alert

TSLA has reached your target price of $200.00. Current price: $201.45 (+0.73%)

15 minutes ago Alert ID: PA-2023-0892

Daily Portfolio Summary

Portfolio

Your portfolio gained + 2,450 (+0.44%) today. Total value: $2,847,392

1 hour ago Daily Report

New Login Detected

Security

New login from iPhone in New York, NY. If this wasn't you, please secure your account.

2 hours ago IP: 192.168.1.100

Market News Update

News

Fed announces interest rate decision. Markets react positively with tech stocks leading gains.

3 hours ago Market Watch

Dividend Payment Received

Dividend

Received $816.00 dividend payment from MSFT (1,200 shares × $0.68 per share)

1 day ago Payment Date: Dec 13, 2023