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Thursday, August 07 • Your financial base camp
Note: Portfolio values exclude real estate assets (feature in development)
Portfolio Value
+2.9%
227 675.09 USD
+ 142 175.09 USD all time
Year To Date
183 489.36 USD
+544.7%
Open Positions
4.7% cash
216 875.09 USD
10 800.00 USD cash
Dividends & Interest
5 712.56 USD
0.00 USD fees
Top Holdings
View All
SPDR S&P 500
SPY
46 889.13 USD
+0.42%
Microsoft Corporation
MSFT
40 945.32 USD
+0.55%
JPMorgan Chase & Co
JPM
28 260.95 USD
0.00%
Summit AI Insights
BETAPortfolio Analysis
Updated today
Disclaimer: These AI insights are for informational purposes only and do not constitute financial advice. Consult a professional before making investment decisions.
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