Portfolio Analytics

Simulation Mode

Comprehensive asset valuations, unrealized profit & loss, and sector allocation metrics.

Total Portfolio Value

$54,890.75

Cash balance: $3,294.50

Daily P&L

+$1,240.50

+2.31% today

Total Unrealized Return

+$9,840.20

+21.84% all-time

Diversification Score

8.6 / 10

Balanced Growth Allocation

Asset Allocation

4 Active Classes

Technology54% ($29,641)

Indices (ETFs)26% ($14,271)

Large Cap Equity14% ($7,684)

Cash & Reserves6% ($3,294)

Disclaimer: This dashboard uses illustrative data and is not financial advice. Past performance is no guarantee of future results.

Holdings & Positions

Real-time illustrative asset positions and return calculations

Asset	Class	Quantity	Avg Buy	Current	Market Value	Unrealized P&L	Return
AAPL Apple Inc.	Tech	45	$195.40	$234.85	$10,568.25	+$1,775.25	+20.19%
NVDA NVIDIA Corporation	Tech	80	$92.10	$138.25	$11,060.00	+$3,692.00	+50.11%
MSFT Microsoft Corporation	Tech	25	$380.00	$432.10	$10,802.50	+$1,302.50	+13.71%
SPY SPDR S&P 500 ETF	Index	30	$510.50	$568.20	$17,046.00	+$1,731.00	+11.30%
GOOGL Alphabet Inc.	Tech	35	$162.50	$178.40	$6,244.00	+$556.50	+9.78%