Investment Portfolio
Track and manage your investment portfolio performance
Total Value
$45211.50
+0.53% today
Today's Gain
+$238.20
Positive performance
Total Holdings
5
Different investments
Best Performer
Tech Growth
+2.34% today
Portfolio Allocation
📈
Tech Growth Fund
Mutual Fund
$15420.50
+2.34%
35%
🏢
S&P 500 Index
ETF
$12350.00
+1.12%
28%
₿
Bitcoin
Cryptocurrency
$8750.25
-3.45%
20%
🏠
Real Estate REIT
REIT
$6540.75
+0.89%
15%
🛡️
Emergency Fund
High-Yield Savings
$2150.00
+0.15%
2%
📈
Tech Growth Fund
Mutual Fund
+2.34%
Current Value:$15420.50
Daily Change:+$352.80
Allocation:35%
Performance+2.34%
🏢
S&P 500 Index
ETF
+1.12%
Current Value:$12350.00
Daily Change:+$136.72
Allocation:28%
Performance+1.12%
₿
Bitcoin
Cryptocurrency
-3.45%
Current Value:$8750.25
Daily Change:$312.15
Allocation:20%
Performance-3.45%
🏠
Real Estate REIT
REIT
+0.89%
Current Value:$6540.75
Daily Change:+$57.61
Allocation:15%
Performance+0.89%
🛡️
Emergency Fund
High-Yield Savings
+0.15%
Current Value:$2150.00
Daily Change:+$3.22
Allocation:2%
Performance+0.15%
Investment Insights
AI-powered recommendations based on your portfolio
Rebalancing Recommendation
Your tech allocation is 35% of your portfolio. Consider diversifying to reduce risk.
Opportunity Alert
Bitcoin is down 3.45% today. Consider this as a buying opportunity.