Portfolio value

$203,635.82 +1.11%

Dashboard

Your portfolio at a glance

View holdings

Current value

$203,635.82

+$2,230.00 (+1.11%) today includes $18,450.32 cash

Last 30 days

Invested value

$185,185.50

Cost basis $138,199.00

Gain / Loss

+$46,986.50

+34.00% vs cost basis

Total holdings

8

across 4 asset classes

Asset allocation

Share of total value

  • Crypto $72,837.00 35.8%
  • Equities $67,714.00 33.3%
  • ETFs $30,204.50 14.8%
  • Cash $18,450.32 9.1%
  • Bonds $14,430.00 7.1%

Top holdings

Largest positions

See all
  • BTC

    BTC

    Bitcoin

    $53,958.00

    +3.98%
  • MSF

    MSFT

    Microsoft Corp.

    $34,288.00

    -0.76%
  • AAP

    AAPL

    Apple Inc.

    $25,542.00

    +1.79%
  • VOO

    VOO

    Vanguard S&P 500 ETF

    $20,492.00

    +0.29%
  • ETH

    ETH

    Ethereum

    $18,879.00

    -2.09%

Recent activity

Latest transactions

View all
  • BuyNVDA
    2026-07-11 -$2,596.00
  • DividendVOO
    2026-07-10 +$148.20
  • SellETH
    2026-07-09 +$4,635.00
  • Deposit—
    2026-07-08 +$5,000.00
  • BuyAAPL
    2026-07-07 -$5,210.00