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A collection of visualizations showing your website data.
Portfolio

380M

Net Asset Value

22.9%

Internal Rate of Return

26.8%

Return on Investment

$92M

Profits

Investment
Current Month

27M

+22% Higher
$98M
Overall Returns

46M

+32% Higher
Portfolio Value
Performance (This Week)

Total Value

$120,450

+$4,320

+3.7%

Weekly Portfolio Performance
Peak gains recorded on Friday.

$98k

Total Investments (This Week)

$6.3k

Weekly Returns

289

Weekly Transactions

33

Active Holdings
Revenue

$95,000

Total Earnings

This Month
$3,200
Last Month
$2,800
Orders
  • Product
    iPhone 15 Pro

    Order #ORD-84521 • Customer: John Smith

    Placed just now

    Paid
  • Product
    Nike Air Max 270

    Order #ORD-84518 • Customer: Maria Lopez

    Shipped 3 mins ago

    Shipped
  • Product
    Samsung 4K Smart TV

    Order #ORD-84512 • Customer: David Chen

    Delivered 8 mins ago

    Delivered
  • Product
    Apple Watch Series 9

    Order #ORD-84505 • Customer: Emma Brown

    Awaiting payment

    Pending
  • Product
    Sony WH-1000XM5

    Order #ORD-84498 • Customer: Liam Wilson

    Refund issued

    Refunded
  • Product
    Dell XPS 13 Laptop

    Order #ORD-84490 • Customer: Olivia Martin

    Processing order

    Processing
Investors
Investor
David Miller
Just now

Bought 100 shares of Apple Inc. (AAPL)

Completed
Investor
Isabella Garcia
5 mins ago

Sold 45 shares of Tesla, Inc. (TSLA)

Executed
Investor
Ethan Wilson
2 hours ago

Dividend received from Microsoft Corp. (MSFT)

Credited
Investor
Sophie Martin
Yesterday

Invested in Vanguard S&P 500 ETF (VOO)

Processing
Investor
Noah Anderson
2 days ago

Monthly SIP investment in diversified funds

Completed
Portfolio Returns

$68,900

Monthly Portfolio Value
Investments
Total Portfolio

$275M

100% allocation
+12%
North America

$46M

17% allocation
+15%
Asia Pacific

$81.9M

30% allocation
+15%
Europe

$32.8M

12% allocation
-8%
Asset Ticker Investment Date Asset Details Quantity Avg Price Current Price Current Value P&L Status
Asset

Apple Inc.

(Equity)

AAPL 22/04/2026 US Technology Stock 50 $150 $172 $8,600 +$1,100 Holding
Asset

Tesla

(Equity)

TSLA 21/04/2026 EV & Clean Energy 20 $700 $680 $13,600 -$400 Watchlist
Asset

Vanguard S&P 500 ETF

(ETF)

VOO 20/04/2026 Index Fund - US Market 15 $400 $420 $6,300 +$300 Holding