Welcome to Your Financial Dashboard
Here you can view your portfolio performance, market data, and financial insights.
Portfolio Summary
Total Value:
$99,192.65
Cash Balance:
$29,278.75
Buying Power:
$128,471.40
Daily Change:
-$245.32 (-0.25%)
AI Insights
-
Tech portfolio over-allocated +15%
Your technology sector exposure is 15% above recommended levels. Consider rebalancing to reduce risk.
Rebalance with AI -
Tax-loss harvesting opportunity $923
Selling ICLN could offset $923 in capital gains. Consider replacing with similar ETF.
Optimize taxes -
Dividend income below target -0.7%
Current yield is 0.7% below your target. Consider adding VYM or SCHD to increase income.
Enhance dividends -
International diversification Opportunity
Adding 5-10% to emerging markets would improve diversification. Consider VWO or IEMG.
Explore options
Your Holdings
| Symbol | Name | Shares | Price | Value | Gain/Loss |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | 25 | $195.05 | $4,876.25 | +$325.65 |
| MSFT | Microsoft Corporation | 15 | $425.22 | $6,378.30 | +$752.40 |
| AMZN | Amazon.com Inc. | 10 | $182.41 | $1,824.10 | -$57.80 |
| GOOGL | Alphabet Inc. | 8 | $152.56 | $1,220.48 | +$89.20 |
| META | Meta Platforms Inc. | 12 | $485.58 | $5,826.96 | +$967.32 |