Total Invested
$0
📅 Since inception
Total Gain/Loss
+$0
▲ 0.00%
Risk Score
—
Moderate
Diversification
—
▲ Well balanced
📈 Portfolio Performance +12.4% YTD
🥧 Allocation
🎯 Goal Progress
🏖️ Retirement Fund34%
$34,000 / $100,000 target by 2045
🏠 Down Payment61%
$30,500 / $50,000 target by 2027
📚 Education Fund18%
$3,600 / $20,000 target by 2030
⚡ Recent Activity
Bought VOO
May 1, 2026
+3 shares
Dividend — AAPL
Apr 28, 2026
+$12.40
Rebalanced Portfolio
Apr 20, 2026
Optimized
Added NVDA
Apr 15, 2026
+1 share
🌐 Market Overview
S&P 500
5,308
▲ +0.26%
NASDAQ
16,742
▼ -0.46%
DOW
39,512
▲ +0.18%
BTC
$68,420
▲ +2.14%
GOLD
$2,318
▲ +1.49%
10Y BOND
4.48%
▼ -0.03%
USD/EUR
0.924
▼ -0.12%
VIX
14.82
▲ +3.2%