Investment Portfolio

Track and manage your investment portfolio performance

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Total Portfolio Value

$245,680

+12.5% this year
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Total Invested

$200,000

Initial Capital
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Total Gains

$45,680

+22.8%
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Dividend Income

$8,420

This Year

Portfolio Performance

Asset Allocation
Performance Metrics

Key indicators for your portfolio

22.8%

Total ROI

+12.5%

YTD Return

3.4%

Dividend Yield

0.85

Beta

Top Holdings

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Asset Shares Avg Price Current Value Change Allocation

Apple Inc.

AAPL
250 $165.00 $42,500 +8.5%
17%

Microsoft Corp.

MSFT
180 $205.00 $38,700 +12.3%
15%

Tesla Inc.

TSLA
120 $240.00 $29,400 -3.2%
12%

Recent Transactions

View All

Apple Inc.

AAPL
Buy
50 shares $8,500

Jan 5, 2026

Amazon.com

AMZN
Sell
25 shares $3,638

Jan 3, 2026

Vanguard S&P 500

VOO
Buy
100 shares $42,000

Dec 28, 2025