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Dashboard Overview

Welcome back — here's your financial snapshot.

All Accounts
Total Portfolio Value
$4,875,321.68
6-months +8.12% / +$365,990
Oct 2023Low6 monthsMonths
Asset Allocation
Asset Allocation
Equities
58%
Fixed Income
25%
Alternatives
12%
Cash
5%
Performance Analytics
Portfolio Value
S&P 500
Agg. Bond
Portfolio Holdings
Asset
Alloc.
Value
24h
Apple Inc.
8.2%
$399.7k
+1.4%
MSFT Corp
6.5%
$317.2k
+0.8%
Fixed Income
12%
$235.7k
-0.2%
Cash & Equiv.
5%
$98.1k
+0.0%
Recent Activity
DCF Analysis
Apple Inc. — fair value $201.40
Position Sizing
NVDA — 47 shares @ 1% risk
FIRE Milestone
You're 68% toward your FIRE number
Financial Tools
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DCF Valuation
Intrinsic value per share
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Compound Interest
Future wealth projection
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FIRE Projection
Early retirement planner
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Position Sizing
Risk-based trade sizing
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Black-Scholes
Options pricing model
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Crypto DCA
Average down calculator
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Amortization
Loan payment schedule
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Real Estate ROI
Property return analysis
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Budget 50/30/20
Monthly budget planner
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