Client Dashboard

Welcome back, John. Here's your financial overview.

Portfolio Value

$347,892.45
Total Investment Value
+2.34% Today

Performance

+12.67%
YTD Return
+1.23% vs. S&P 500

Recent Documents

Document Date Action
Quarterly Statement Q2 2023 Jul 15, 2023
Tax Summary 2022 Apr 10, 2023
Investment Plan Update Mar 22, 2023

Pending Tasks

  • Review Investment Proposal
    New ESG investment opportunity
    Due Tomorrow
    High
  • Update Beneficiary Information
    Required for retirement accounts
    Due in 3 days
    Medium
  • Schedule Annual Review
    Yearly portfolio assessment
    Due in 2 weeks
    Low

Recent Messages

  • Sarah Johnson
    Sarah Johnson
    I've reviewed your portfolio and have some recommendations...
    10:24 AM
  • Michael Chen
    Michael Chen
    The market analysis report you requested is ready...
    Yesterday
  • ISF AdvisorySupport
    ISF AdvisorySupport
    Your document request has been processed...
    Jul 15