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PORTFOLIO OVERVIEW Simulated market data
October 6, 2026 · Updated just nowTotal portfolio value
$229,551.20
↑ $6,547.21 (2.93%) today
Total invested
$207,258.60
No deposits today
Total gain / loss
$22,292.60
↑ 10.76% all-time return
Rate of return · YTD
8.93%
↑ 2.41% vs. previous year
Portfolio performance
1D 1W1M 3M 6M YTD 1Y ALL$229,551.20↑ 2.93% today
Asset allocation
$229,551.20Total
Stocks68.2%
Bonds17.6%
ETFs8.7%
Cash4.1%
Other1.4%
View allocation details →
Top movers
View allTop gainersTop losers
NVNVDANVIDIA$1,024.31+8.35%
AMDAMDAdvanced Micro Devices$175.07+6.21%
METAMETAMeta Platforms$529.96+4.89%
AMZNAMZNAmazon$189.48+3.67%
MSFTMSFTMicrosoft$420.55+2.91%
Holdings
View all holdings →| Symbol / company | Shares | Price | Value | Gain / loss | Weight |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 50 | $189.98 | $9,499.00 | +$1,234.50 | 4.14% |
| MSFT Microsoft Corp. | 40 | $420.55 | $16,822.00 | +$2,045.60 | 7.33% |
| VOO S&P 500 ETF | 60 | $514.18 | $30,850.80 | +$2,987.40 | 13.44% |
| VTI Total stock market ETF | 80 | $254.23 | $20,338.40 | +$1,892.80 | 8.86% |
| BND Total bond market ETF | 100 | $74.62 | $7,462.00 | +$462.10 | 3.25% |
| GOOGL Alphabet Inc. | 10 | $165.21 | $1,652.10 | +$123.40 | 0.72% |
| Total · 20 holdings | $229,551.20 | +$22,292.60 | 100% | ||
Portfolio by sector
View allTechnology28.3%
Financial services14.8%
Healthcare11.2%
Consumer cyclical10.6%
Industrials8.7%
Consumer defensive6.4%
Energy4.6%
Utilities3.1%
Real estate2.3%
Recent transactions
View allMSFMSFTBuy 10 shares · Oct 6−$4,205.50
AAPAAPLBuy 5 shares · Oct 5−$949.90
VTIVTIBuy 10 shares · Oct 3−$2,542.30
VTIVTIDividend · Oct 1+$32.45
BNDBNDDividend · Oct 1+$18.62
Your goals
Retirement fundTarget: $500,000
$78,530.80 (15.7%)
Home down paymentTarget: $100,000
$25,680.15 (25.7%)
Portfolio tools
Tax planningReview potential tax savings
Rebalance portfolioReview allocation targets
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