Portfolio Dashboard

Total Current Value

Last updated: October 04, 2026, 07:28 PM

$12,272.15

Total Dollars Invested

$10,000.00

Tax Cost Basis

$12,215.92

Cash Balance

$56.75

Portfolio Return

Absolute Return

22.72%

YTD Return

Year-to-Date Return

5.13%

Portfolio XIRR

Annualized Return

12.14%

Portfolio Value over Time

Target Allocations

Current Value by Asset Class

$ USD % Percent

Portfolio Holdings Allocation

Portfolio Value over Time by Asset Class

Yearly Returns by Asset Class & Total Portfolio