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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Taskforge
Investments
Track your portfolio performance and holdings.
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
▲ 23.85%(+$15,499.50)
$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
Asset Performance Table
Your Asset Performance Table 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%
V
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
Your portfolio is well diversified
Nice! Your portfolio diversity reduces risk by spreading across 5 asset classes.
Recent Transactions
Apple Inc. (AAPL)
May 31, 2024
Buy 10 shares
-$1,892.00
V
Vanguard S&P 500 ETF (VOO)
May 30, 2024
Buy 5 shares
-$3,164.00
◼
Microsoft Corp. (MSFT)
May 28, 2024
Buy 8 shares
-$3,322.40
Market Update
Markets are up today! The S&P 500 is +0.56% and NASDAQ is +0.78%.