A responsive investment dashboard UI built for fintech and portfolio management applications. Includes portfolio analytics, holdings tables, market updates, investment insights, and transaction tracking.
Unlock advanced insights and custom reports.
Welcome back, Alex! Here's your Investments overview.
Total Balance
8.5% vs last month
Income
0%
Expenses
0%
Savings
0%
$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
May 24
May 26
May 28
May 30
May 31
Total Expense
Housing
40%
$1,872
Food
20%
$936
Transport
15%
$702
Shopping
10%
$468
Entertainment
8%
$374
Others
7%
$328
Portfolio allocation overview
Asset
Type
Quantity
Avg. Price
Current Price
Value
Gain / Loss
(AAPL)
Stock
50
$150.00
$189.20
$9,460.00
+$1,960.00
+26.12%
(VOO)
ETF
30
$375.20
$432.80
$12,984.00
+$1,728.00
+15.35%
(MSFT)
Stock
40
$280.50
$415.30
$16,612.00
+$5,906.00
+48.25%
(UST10Y)
Bond
20
$98.50
$101.20
$2,024.00
+$54.00
+2.74%
(VNQ)
ETF
25
$92.30
$96.10
$2,402.50
+$95.00
+4.12%
AI powered portfolio analysis
Nice! Your allocation strategy reduces overall volatility by spreading capital across multiple asset classes and sectors.
Latest portfolio activity
May 31, 2024
Buy 10 shares
-$1,892.00
Executed
May 30, 2024
Buy 5 shares
-$3,164.00
Executed
May 28, 2024
Buy 8 shares
-$3,322.40
Executed
Daily market performance snapshot
Markets are trending upward today. The S&P 500 gained +0.56% while the NASDAQ advanced +0.78%.
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