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Track and manage your portfolio across multiple brokers
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Total Portfolio Value
24,578.23
+2.4% today
Active Brokers
3
Connected accounts
Total Returns
+ 2,432
+15.3% all time
Open Positions
18
Active stocks
Portfolio Performance
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Asset Allocation
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Top Holdings
Apple Inc.
15 shares
$2,450.00
+1.2%
Microsoft
20 shares
,890.00
-0.8%
Tesla
8 shares
,650.00
+2.4%
Portfolio Analytics
Detailed analysis and insights of your investment portfolio
Risk Score
Moderately High Risk
Volatility
30-day rolling volatility
Sharpe Ratio
Good risk-adjusted returns
Sector Distribution
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Geographic Distribution
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Performance Metrics
Alpha
+2.4%
vs. Benchmark
Beta
1.15
Market Sensitivity
R-Squared
0.85
Correlation
Maximum Drawdown
-12.5%
Past 12 months
Broker Integration
Connect and manage your stock broker accounts
Connected Brokers
Robinhood
Connected
Last synced: 2 minutes ago
Portfolio value: $45,678.90
E*TRADE
Connected
Last synced: 5 minutes ago
Portfolio value: $32,456.78
Add New Broker
Integration Settings
Auto-sync
Automatically sync portfolio data
Email Notifications
Receive sync and update notifications
Transaction History
View and analyze your trading activity
| Date | Type | Symbol | Quantity | Price | Total | Status |
|---|---|---|---|---|---|---|
| 2024-01-15 | Buy | AAPL | 10 | 85.92 | ,859.20 | Completed |
| 2024-01-14 | Sell | TSLA | 5 | $225.46 | ,127.30 | Completed |
| 2024-01-13 | Dividend | MSFT | - | - | $82.50 | Completed |
Showing 1 to 10 of 50 results
Performance Metrics
Detailed analysis of your portfolio performance
Total Return
+24.8%
Annualized Return
18.5%
Sharpe Ratio
1.8
Max Drawdown
-12.5%
Performance Over Time
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Risk Metrics
Return Distribution
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Monthly Returns (%)
| Year | Jan | Feb | Mar | YTD |
|---|---|---|---|---|
| 2024 | +2.4 | -1.2 | +3.1 | +4.3 |
| 2023 | +1.8 | +2.5 | -0.8 | +3.5 |
Settings
Manage your account preferences and configurations
Profile Information
JPG, GIF or PNG. Max size of 800K
Display Preferences
Dark Mode
Use dark theme across the application
Compact View
Reduce spacing in portfolio view
Email Notifications
Investment Reports
Generate and view detailed portfolio reports
Generate New Report
Recent Reports
Portfolio Performance Report
Generated on Jan 15, 2024
Tax Summary Report
Generated on Jan 10, 2024
Holdings Report
Generated on Jan 5, 2024
Scheduled Reports
Monthly Performance Report
Generates on the 1st of every month
Quarterly Tax Report
Generates every quarter end
Account Management
Manage your account settings and subscription
John Doe
Premium Account
Member since: Jan 2024
Last login: 2 hours ago
Subscription Status
Account Security
Linked Accounts
Connected
john@example.com
Payment Methods
Credit Card ending in 4242
Expires 12/25
Danger Zone
Delete Account
Once you delete your account, there is no going back. Please be certain.