🚀 Demo Mode — This is a demonstration environment. Data shown is for illustrative purposes only.

Portfolio

Track your investments and asset allocation

Total Value

$71,540.00

Today's Change

+$858.48

Total Gain/Loss

+$13,040.00

Total Return

+22.29%

Performance History

Asset Allocation

Holdings

AssetTypeQuantityAvg CostCurrent PriceValueGain/Loss

AAPL

Apple Inc.

stock50$145.00$178.50$8,925.00
+$1,675.00
+23.10%

MSFT

Microsoft Corporation

stock30$280.00$378.25$11,347.50
+$2,947.50
+35.09%

VTI

Vanguard Total Stock Market ETF

etf100$195.00$245.80$24,580.00
+$5,080.00
+26.05%

BTC

Bitcoin

crypto0.5$35,000.00$42,500.00$21,250.00
+$3,750.00
+21.43%

BND

Vanguard Total Bond Market ETF

bond75$78.00$72.50$5,437.50
-$412.50
-7.05%
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