Professional Investment Portfolio Management Tool – Track your investments, analyze performance, and monitor asset allocation with comprehensive insights and real-time calculations.
Total Portfolio Value
$163,350
+$14,850 (10.0%)
Total Return
$14,850
10.0%
Holdings
5
5 Active
Dividend Yield
0.8%
$1,307 Annual
Export Portfolio Data
Download your portfolio data in various formats for record-keeping or further analysis.
Add New Investment
Asset Allocation
Sector Distribution
Portfolio Performance Over Time
Current Holdings
| Symbol | Type | Shares | Purchase Price | Current Price | Total Value | Return | Return % | Weight | Actions |
|---|
Portfolio Insights
Top Performers
Risk Analysis & Recommendations
Diversification Score
85/100
Well diversified across 4 asset types
Risk Level
Medium
Balanced risk profile
Recommendation
Hold
Portfolio looks balanced
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Professional Financial Analysis & Portfolio Management
