Static demo data — for illustration only. Create a free account to track your own →
Portfolio
Total Value
$41,500
Largest Position
50.6%
Portfolio P/E
29.8
Portfolio Rules
2 pass·1 fail
Position Rules
4 pass·1 fail
Positions
NFLX50.6%
MSFT20.2%
VT13.3%
SHOP8.7%
BTC7.2%
Countries
United States84.9%
Canada9.8%
Japan1.0%
Sectors
Communication Services55.7%
Technology34.6%
Financial Services2.3%
Healthcare1.6%
Consumer Cyclical1.4%
Industrials1.4%
Currencies
USD94.7%
EUR1.2%
Asset Types
Stocks79.5%
ETFs13.3%
Crypto7.2%
Portfolio Rules
Positions
Stock30 shares50.6%$21,000
Stock20 shares20.2%$8,400
ETF50 shares13.3%$5,500
Stock40 shares8.7%$3,600
Crypto0.05000 units7.2%$3,000