Financial Dashboard
Welcome back, John. Here's your financial overview.
Overview
Portfolio
Financial Planning
Market Data
Net Worth
$847,325.80
Total Assets
+2.34% This Month
Portfolio Performance
+12.67%
YTD Return
+1.23% vs. S&P 500
Cash Flow
$7,842.50
Monthly Income
+5.2% From Last Month
Goals Progress
Retirement Fund
78%
Market Overview
S&P 500
SPX
4,891.23
+0.45%
DOW J
DJI
38,456.78
+0.32%
NASDAQ
IXIC
15,678.34
-0.12%
BTC/USD
Bitcoin
$61,234.56
+2.34%
Portfolio Allocation
Stocks (65%)
Bonds (20%)
Real Estate (10%)
Cash (5%)
Top Holdings
Investment Portfolio
| Asset | Value | Allocation | Return | Actions |
|---|---|---|---|---|
|
Apple Inc. (AAPL)
Technology
|
$145,230.45 | 18.7% | +12.4% | |
|
Microsoft Corp. (MSFT)
Technology
|
$132,456.78 | 16.2% | +9.8% | |
|
Vanguard Real Estate ETF (VNQ)
Real Estate
|
$82,145.30 | 10.1% | -2.3% |
Retirement Planning
$1.2M
Projected Retirement Fund
On Track
Risk Profile
Moderate
Recommended Allocation
Financial Planning Tools
Retirement Calculator
Plan your retirement savings and income needs
Mortgage Calculator
Calculate your mortgage payments and affordability
Education Planner
Plan for education expenses and savings
Investment Analyzer
Analyze investment opportunities and risks
Live Market Data
Watchlist
| Symbol | Price | Change | Volume | Actions |
|---|---|---|---|---|
| AAPL | $173.42 | +1.24% | 45.2M | |
| MSFT | $337.69 | +0.83% | 32.7M | |
| GOOGL | $134.21 | -0.42% | 18.9M |