Total Value
$1,250,430.50
+2.5%
Total Inflow
$350,000.00
+10.2% this year
Total Outflow
$50,200.00
-5.1% this year
YTD P&L
$85,300.75
+15.8%
Portfolio Performance
Your year-to-date profit and loss.
Asset Allocation
How your portfolio is diversified.
Recent Transactions
A quick look at your latest financial activities.
| ID | Type | Description | Date | Amount |
|---|---|---|---|---|
| TXN001 | Buy | AAPL | 2023-10-26 | $5,000.00 |
| TXN002 | Sell | GOOGL | 2023-10-25 | $3,200.00 |
| TXN003 | Dividend | MSFT | 2023-10-24 | $150.25 |
| TXN004 | Deposit | Bank Transfer | 2023-10-23 | $10,000.00 |
| TXN005 | Buy | BTC | 2023-10-22 | $2,000.00 |