Investments
A production-ready React Investment Dashboard for building Investment Portfolio Dashboards, Portfolio Management Dashboards, Portfolio Performance Dashboards, Asset Allocation Dashboards, and modern wealth management applications.
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Investments
Welcome back, Alex! Here's your Investments overview.
Total Balance
$24,250.00
8.5% vs last month
Income
$8,420.00
0%
Expenses
$4,680.00
0%
Savings
$3,740.00
0%
Portfolio Performance
$80,500.00
$80K
$75K
$70K
$65K
$60K
May 1
May 3
May 5
May 7
May 9
May 11
May 14
May 16
May 18
May 21
Expense Breakdown
Total Expense
$4,680
Housing
40%
$1,872
Food
20%
$936
Transport
15%
$702
Shopping
10%
$468
Entertainment
8%
$374
Others
7%
$328
Your Holdings
Portfolio allocation overview
Asset
Type
Quantity
Avg. Price
Current Price
Value
Gain / Loss
Apple Inc.
(AAPL)
Stock
50
$150.00
$189.20
$9,460.00
+$1,960.00
+26.12%
Vanguard S&P 500 ETF
(VOO)
ETF
30
$375.20
$432.80
$12,984.00
+$1,728.00
+15.35%
Microsoft Corp.
(MSFT)
Stock
40
$280.50
$415.30
$16,612.00
+$5,906.00
+48.25%
US Treasury Bond 10Y
(UST10Y)
Bond
20
$98.50
$101.20
$2,024.00
+$54.00
+2.74%
Real Estate Fund
(VNQ)
ETF
25
$92.30
$96.10
$2,402.50
+$95.00
+4.12%
Investment Insights
AI powered portfolio analysis
Your portfolio is well diversified
Nice! Your allocation strategy reduces overall volatility by spreading capital across multiple asset classes and sectors.
Recent Transactions
Latest portfolio activity
Apple Inc. (AAPL)
May 31, 2024
Buy 10 shares
-$1,892.00
Executed
Vanguard S&P 500 ETF (VOO)
May 30, 2024
Buy 5 shares
-$3,164.00
Executed
Microsoft Corp. (MSFT)
May 28, 2024
Buy 8 shares
-$3,322.40
Executed
Market Update
Daily market performance snapshot
Markets are trending upward today. The S&P 500 gained +0.56% while the NASDAQ advanced +0.78%.