Portfolio
Track your holdings with AI-powered analytics
Holdings
| Symbol | Quantity | Price | Market Value | Day Change | Total Return | Allocation |
|---|---|---|---|---|---|---|
|
AAPL
Apple Inc.
|
150 | 72.50 | $25,875 | + .25 | +12.3% | 10.4% |
|
AMD
Advanced Micro Devices
|
200 | $62.25 | 2,450 | +$3.08 | +5.2% | 5.0% |
|
NVDA
NVIDIA Corporation
|
75 | $218.75 | 6,406 | -$2.15 | +23.8% | 6.6% |
|
TSLA
Tesla Inc.
|
80 | $248.50 | 9,880 | -$4.75 | -8.2% | 8.0% |
Sector Allocation
Performance Chart
Risk Analysis
Simulator
Model portfolio outcomes with AI-powered scenarios
Scenario Builder
Probability Distribution
Key Statistics
Portfolio Evolution
AI Analysis
Based on your current portfolio and the selected scenario, here's what our AI projects:
- Strong probability of positive returns over 6 months with current tech-heavy allocation
- Consider reducing AMD exposure - high volatility in current market conditions
- Optimal risk-adjusted returns achieved at 85% of current AAPL allocation
AI Chat
Get instant insights from your AI financial advisor
Quick Questions
Hi! I'm your AI financial advisor. I can help you understand your portfolio, analyze market trends, and provide personalized insights. What would you like to know?
10:42 AM
How's my portfolio performing compared to the S&P 500?
10:43 AM
Your portfolio is outperforming the S&P 500 by 3.2% this month!
- • Your portfolio: +6.8%
- • S&P 500: +3.6%
- • Key drivers: AMD (+15.2%), NVDA (+8.4%)
10:43 AM
What risks should I be aware of?
10:44 AM
Here are the key risks in your portfolio:
- • Concentration risk: 42% in tech sector
- • Volatility risk: AMD has 23% monthly volatility
- • Interest rate risk: High-growth stocks sensitive to rate changes
I recommend adding defensive stocks like utilities or REITs to balance risk.
10:44 AM
Portfolio Analysis
Get comprehensive analysis of your holdings, sector allocation, and performance metrics
Market Insights
Stay updated with market trends, news analysis, and investment opportunities
Personal Finance
Get personalized advice on risk management, diversification, and investment strategies
Alerts
Stay informed with intelligent notifications
Immediate Action Required
3 alertsAMD - Major Price Drop
2 min agoAMD dropped 8.5% in the last hour. Current price: $56.85
Market Circuit Breaker Triggered
15 min agoS&P 500 dropped 7% triggering Level 1 circuit breaker
Portfolio Updates
7 alertsAAPL - Earnings Beat
1 hour agoApple reported Q3 earnings of .29 vs .19 expected
NVDA - Analyst Upgrade
3 hours agoGoldman Sachs raised price target to $275 from $240
Market Insights
Tech Sector Rally
4 hours agoTechnology sector up 2.3% today, led by software stocks
Fed Decision
6 hours agoFed leaves rates unchanged, signals potential pause
Social Buzz
AAPL Trending
1 hour agoApple mentioned 5,000+ times on Reddit today
Meme Stock Activity
3 hours agoTSLA mentioned in WSB with 89% bullish sentiment
Notification Preferences
Get notified of significant price movements
Stay updated on earnings announcements
Receive relevant market news
Get social media buzz alerts
Delivery Method
Settings
Account Settings
Notification Preferences
Price Alerts
Get notified when holdings move >5%
News Alerts
Breaking news affecting your holdings
Weekly Summary
Portfolio performance summary email
John Doe
Premium Member
Quick Actions
Connected Accounts
Robinhood
Chase Bank