💼 Portfolio Management
AI-Optimized
Portfolio Summary
Total Value
$49,993.00
Total Gain/Loss
+$7,993.00
(+19.03%)Day Change
+$1,250.50
(+2.56%)Total Cost
$42,000.00
Holdings
| Symbol | Shares | Avg Cost | Current Price | Market Value | Gain/Loss | Weight | Actions |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. Technology | 100 | $150.00 | $175.43 | $17,543.00 | +$2,543.00 (+16.95%) | 35.2% | |
MSFT Microsoft Corporation Technology | 50 | $300.00 | $378.85 | $18,942.50 | +$3,942.50 (+26.28%) | 38.0% | |
GOOGL Alphabet Inc. Technology | 30 | $120.00 | $142.56 | $4,276.80 | +$676.80 (+18.80%) | 8.6% | |
TSLA Tesla Inc. Consumer Discretionary | 20 | $200.00 | $248.92 | $4,978.40 | +$978.40 (+24.46%) | 10.0% | |
NVDA NVIDIA Corporation Technology | 10 | $400.00 | $485.23 | $4,852.30 | +$852.30 (+21.31%) | 9.7% |
Performance
Performance Chart
1M view
Asset Allocation
Technology
91.2%
$45,594.60
Consumer Discretionary
10.0%
$4,978.40
Cash
0.0%
$0.00
Risk Metrics
Sharpe Ratio1.45
Beta1.12
Max Drawdown-8.5%
Volatility18.2%
AI Insights
Portfolio Optimized
Your portfolio is well-diversified with strong technology exposure
Consider Rebalancing
Technology sector is overweight at 91.2%
Strong Performance
Portfolio outperforming S&P 500 by 3.2%