Sample Portfolio Dashboard
Explore how PortfolioTracker helps you manage and optimize your investments.
Total Value
$62,594.34
Total Gain
+$6,857.44
+12.30%
Today's Change
+$312.47
+0.50%
Holdings
5
across 3 asset types
Holdings
| Symbol | Shares | Price | Value | Change | Allocation |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 45 | $521.34 | $23,460.30 | +0.44% | 37.5% |
AAPL Apple Inc. | 65 | $227.48 | $14,786.20 | +1.23% | 23.6% |
GOOGL Alphabet Inc. | 42 | $178.92 | $7,514.64 | -0.31% | 12% |
SCHD Schwab US Dividend Equity | 120 | $83.76 | $10,051.20 | +0.18% | 16% |
BTC Bitcoin | 0.1 | $67,820 | $6,782.00 | +2.15% | 10.8% |
AI Recommendations (3/3 Consensus)
SELL
AAPL · 15 shares
Reduce concentration from 23.6% to 15%. Single-stock risk too high.
BUY
SCHD · 25 shares
Increase dividend exposure. Current yield 3.4% with growing payout history.
BUY
VGT · 8 shares
Maintain tech exposure through diversified ETF instead of single stock.
HOLD
VOO
Core holding at appropriate weight. Strong market benchmark.
Tax Optimization
Estimated Tax Savings
$4,823
Harvestable Losses
$263.76
| Symbol | Cost Basis | Current | Gain/Loss | Type |
|---|---|---|---|---|
| GOOGL | $7,778.40 | $7,514.64 | $-263.76 | Short-term |
| BTC | $4,250.00 | $6,782.00 | +$2,532.00 | Long-term |
| AAPL | $12,694.50 | $14,786.20 | +$2,091.70 | Long-term |
| VOO | $21,834.00 | $23,460.30 | +$1,626.30 | Long-term |
| SCHD | $9,180.00 | $10,051.20 | +$871.20 | Long-term |