Portfolio overview

Everything you own. One clear view.

Sample portfolio. These holdings and prices are examples.

Total portfolio value

$82,555.80

USD

Sample data

$713.00 (+0.87%)daily change

Asset	Price	Day / 24h	Quantity	Value (USD)	Weight	Actions
Vanguard S&P 500 ETF VOOFunds	$584.32 USD	+0.77%	55	$32,137.60	38.9%	—
Apple AAPLStocks	$237.49 USD	-0.66%	40	$9,499.60	11.5%	—
Bitcoin BTC-USDCrypto	$96,742.18 USD	+2.04%	0.18	$17,413.59	21.1%	—
Ethereum ETH-USDCrypto	$2,681.42 USD	+2.19%	3	$8,044.26	9.7%	—
Vanguard Total Bond Market ETF BNDBonds	$72.81 USD	+0.18%	75	$5,460.75	6.6%	—
US dollar USDCash	$1.00 USD	0.00%	10,000	$10,000.00	12.1%	—

Illustrative holdings · example prices

USD

Loading history…

Asset allocation5 classes

Funds

38.9%

Crypto

30.8%

Cash

12.1%

Stocks

11.5%

Bonds

6.6%

Assets held

Across your portfolio
USD base currency