Investment Portfolio
Track performance and optimize your investment strategy
Portfolio
TOTAL VALUE
$150,000
6 holdings
+14.7%
TOTAL RETURN
+$19,250
All-time gains
Today
DAY CHANGE
+$6.4
+0.00%
Risk Score
PORTFOLIO RISK
7.2/10
Moderate risk
Portfolio Allocation
Asset distribution by value
Performance vs Benchmark
6-month portfolio performance
+18.7%
YTD Performance
1.24
Sharpe Ratio
85%
Diversification