Total Value
$16,736.94
Total P/L
Calculating...
Active Positions
1
Portfolio Change
Calculating...
My Investment Positions
| Stock | AVG Price | Current Price | Quantity | Market Value | Total P/L ($) | P/L (%) |
|---|---|---|---|---|---|---|
AAPL |
$170.45 |
Loading... |
100 |
Loading... |
Loading... |
Loading... |
Top Performing Stocks
| Stock | Current Price | P/L (%) |
|---|---|---|
| Loading top performers... | ||
Underperforming Stocks
| Stock | Current Price | P/L (%) |
|---|---|---|
| Loading underperforming stocks... | ||
Price Alerts & Recommendations
Loading alerts...
Latest Stock News
Loading stock news...
Portfolio Analysis
| Portfolio Beta: | 1.2 |
| Risk Level: | Moderate |
| Projected Annual Return: | +8.2% |
| Sharpe Ratio: | |
| Dividend Yield: | 2.3% |
Suggested Actions
Consider increasing position in Technology sector
Sector is currently underweight in your portfolioConsider reducing exposure to Energy sector
Sector is currently overweight in your portfolioRebalance portfolio
Risk allocation has drifted from targetMy Watchlist
| Stock | Price | Change | Actions |
|---|---|---|---|
TSLATesla Inc. |
$245.78 |
+2.34% |
|
INTCIntel Corporation |
$32.45 |
-1.23% |