Total Balance
$186,401.15
+2.4% this month
Cash Available
$57,650.75
Checking + Savings
Investments
$128,750.40
+5.8% YTD
Today's P&L
+$1,842.30
+1.45%
Portfolio Allocation
Stocks 48%
ETFs 32%
Crypto 12%
Cash 8%
Quick Actions
Recent Activity
Checking
•••• 4821
$12,450.75
High-Yield Savings
•••• 7392
$45,200.00
APY 4.85%
Brokerage
•••• 1058
$128,750.40
Account Details
| Account | Type | Balance | Available | Status |
|---|---|---|---|---|
| Everyday Checking | Checking | $12,450.75 | $12,450.75 | Active |
| Growth Savings | Savings | $45,200.00 | $45,200.00 | Active |
| Alpha Invest | Brokerage | $128,750.40 | $9,840.00 cash | Active |
Portfolio Value
$128,750.40
+$7,120.15 (5.85%)
Day Change
+$1,842.30
+1.45%
Cash in Brokerage
$9,840.00
Ready to invest
Total Cost Basis
$121,630.25
Unrealized gain
Holdings
| Asset | Shares | Avg Cost | Price | Value | Gain / Loss |
|---|
Performance (YTD)
JanMarMayJul
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LIVEBitcoin (BTC)
$67,420.00
+$1,582.40 (+2.40%)
Updated just now
S&P 500
5,487.03
+0.82%
NASDAQ
17,862.55
+1.14%
DOW
40,112.78
-0.21%
BTC
$67,420
+2.35%
Top Movers
| Symbol | Name | Price | Change | Volume |
|---|
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