Portfolio Overview
Track and analyze your financial assets in real-time
Asset Allocation
42%
Stocks
28%
Bonds
15%
Real Estate
15%
Cash
Portfolio Value
+$24,568
+3.2%
Current Value
$124,890
Last 7 Days
+$2,450
Last 30 Days
+$8,740
Cash Balance
$42,340
Invested
$82,550
Cash Flow
$12,450
Income
$8,740
Investments
$3,210
Expenses
$12,450
Net
Scenario Simulation
Market Conditions
Market Growth
+5.2%
Inflation Rate
2.1%
Interest Rates
-0.4%
Risk Tolerance
Conservative
Low
Moderate
Medium
Aggressive
High
Time Horizon
Short Term
1-3 years
Medium Term
3-5 years
Long Term
5+ years
Simulation Results
Stocks
+$3,210
+5.2% projected growth
Bonds
+$1,240
+2.1% projected growth
Real Estate
+$870
+1.8% projected growth
Market Performance
S&P 500
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov