Assets
Portfolio overview, allocation, and performance.
Portfolio Value
$100k
+6.2% YTDvs last month
Total Return
+$7,400
This yearvs last month
Asset Classes
5
Diversifiedvs last month
Sharpe Ratio
1.42
+0.18vs last month
Performance
Portfolio value over time (in thousands)
Allocation
Portfolio breakdown
Stocks+8.2%
$45,000Bonds+2.1%
$25,000Real Estate+5.4%
$15,000Crypto-3.2%
$10,000Cash+0.5%
$5,000