Financial Performance

Portfolio Growth

Placeholder chart

+15.7%

Total Return (6 Months)

Current Value

$85,450

Invested

$73,800

Daily Change

+$345

Asset Count

12

Top Holdings

  • Stock Icon

    NASDAQ 100

    35% of Portfolio

    +2.1%
  • Crypto Icon

    Bitcoin (BTC)

    20% of Portfolio

    +1.8%
  • Bond Icon

    US Treasury Bonds

    15% of Portfolio

    -0.5%
  • Gold Icon

    Gold ETF

    10% of Portfolio

    +0.9%

Recent Activity

  • ↑

    Deposit

    From Checking Account

    +$1,500
  • ↓

    Withdrawal

    To Savings Account

    -$500
  • 📈

    Buy NASDAQ

    100 Units

    -$10,000

Risk Assessment

Placeholder risk chart

Moderate

Your portfolio risk is currently balanced.

View Details

Your current risk score is 4.5/10, primarily driven by your exposure to tech stocks. Consider diversifying further for optimal balance.

Expert Insights

Financial Advisor

"Market trends indicate potential for growth in renewable energy. Consider allocating a small portion of your portfolio."

— Alex Chen, Senior Financial Advisor

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