Welcome back, Alex! Here's your investments overview.
Total Balance
8.5% vs last month
Income
0%
Expenses
0%
Savings
0%
$80K
$75K
$70K
$65K
$60K
May 1
May 3
May 5
May 7
May 9
May 11
May 14
May 16
May 18
May 21
Total Expense
Housing
40%
$1,872
Food
20%
$936
Transport
15%
$702
Shopping
10%
$468
Entertainment
8%
$374
Others
7%
$328
Your Asset Performance Table overview
Asset
Type
Quantity
Avg. Price
Current Price
Value
Gain / Loss
(AAPL)
Stock
50
$150.00
$189.20
$9,460.00
+$1,960.00
+26.12%
(VOO)
ETF
30
$375.20
$432.80
$12,984.00
+$1,728.00
+15.35%
(MSFT)
Stock
40
$280.50
$415.30
$16,612.00
+$5,906.00
+48.25%
(UST10Y)
Bond
20
$98.50
$101.20
$2,024.00
+$54.00
+2.74%
(VNQ)
ETF
25
$92.30
$96.10
$2,402.50
+$95.00
+4.12%
Nice! Your portfolio diversity reduces risk by spreading across 5 asset classes.
May 31, 2024
Buy 10 shares
-$1,892.00
May 30, 2024
Buy 5 shares
-$3,164.00
May 28, 2024
Buy 8 shares
-$3,322.40
Markets are up today! The S&P 500 is +0.56% and NASDAQ is +0.78%.