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Portfolio Value$124,892+$2,341 (1.91%)
Day's Gain+$847+0.68%
Total Return+24.89%Since Jan 2025
Risk ScoreModerateBeta: 1.12
Portfolio Performance
Sector Allocation
Technology35%
Healthcare18%
Financials15%
Consumer12%
Energy10%
Other10%
Holdings12 positions
Stock
Price
Qty
Open
P/L
P/L %
NVDAStop $750

NVIDIA Corporation

$892.45
15
$650.00
+$3,636.75
+37.3%
AAPL

Apple Inc.

$178.32
50
$165.00
+$666
+8.1%
MSFTStop $400

Microsoft Corporation

$425.18
20
$380.00
+$903.6
+11.9%
GOOGL

Alphabet Inc.

$156.78
30
$140.00
+$503.4
+12%
+ 8 more holdings
Portfolio News
Showing important news only
NVDAImportant

NVIDIA Reports Record Q4 Revenue, Beats Expectations

2h ago
AAPL

Apple Announces New AI Features for iPhone 17

4h ago
TSLAImportant

Tesla Faces Increased Competition in China Market

6h ago
MSFT

Microsoft Azure Growth Accelerates in Cloud Services

8h ago
4 important news items from your 12 holdings

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Portfolio Breakdown
Visualize your holdings by sector, market cap, geography, and asset class with interactive charts.
Real-Time Performance
Track your portfolio's performance with live price updates and gain/loss calculations.
Curated News Feed
Get real-time news for every stock you hold, filtered to show only what matters. Receive email alerts for breaking news.
Risk Analysis
Understand your portfolio's risk profile with beta, volatility, and correlation metrics.
Smart Alerts
Get notified when your positions hit price targets or when significant events occur.
Sector Rotation Signals
Receive recommendations based on our sector rotation model to optimize your allocation.
Historical Analysis
Backtest your portfolio against different market conditions and scenarios.

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Connect Your Holdings

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2

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3

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$9/month
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  • Daily performance updates
  • Basic sector breakdown
  • Curated news feed
  • Email alerts
  • 7-day historical data
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$29/month
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  • Breaking news email alerts
  • Sector rotation signals
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  • 1-year historical analysis
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$99/month
For professional traders and advisors
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  • API access & webhooks
  • White-label reports
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  • 5-year historical analysis
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