Portfolio Overview
Real-time valuation and active alerts.
Total Portfolio Value
account_balance$12,450,280.00
arrow_upward
$45,210.50
Today
Daily P/L
trending_up+0.36%
YTD: +14.2%
Alpha: +2.1%
Asset Allocation
View Details
5
Asset Classes
Equities (US)
45.0%
Fixed Income
30.0%
International Equities
15.0%
Cash & Equivalents
10.0%
Top Holdings
| Ticker | Price | Change | Value |
|---|---|---|---|
|
AAPL
AAPL
Apple Inc.
|
$173.50 | +1.24% | $1,245,600 |
|
MSFT
MSFT
Microsoft Corp.
|
$338.11 | +0.85% | $985,420 |
|
VTI
VTI
Vanguard Total Stock
|
$221.45 | -0.12% | $850,000 |
campaign Active Alerts
2Dividend Ex-Date Approaching
AAPL ex-dividend date is tomorrow. Expected payout: $0.24/share.
Margin Call Warning
Account ending in 4920 is approaching margin limit. Action required.
Monthly Statement Available
Your October 2023 statement is ready to view.