My Portfolio
Live performance of current investments, powered by Finnhub.
Portfolio Holdings
Fetching live prices…| Ticker | Avg Cost / Share | Market Price | Gain / Loss |
|---|---|---|---|
| Loading portfolio data… | |||
Market prices are fetched in real time via Finnhub. Prices may be delayed up to 15 minutes. This page is for informational purposes only and does not constitute investment advice.
Sector Allocation
Performance Analysis
As of October 07, 2025| Time-weighted rate of return (pre-tax) | MTD | QTD | YTD |
|---|---|---|---|
| Individual Portfolio | +2.30% | +2.30% | +30.52% |
| S&P 500® Index | +0.8% | +0.8% | +15.75% |
Performance figures are time-weighted and pre-tax. Benchmark is the S&P 500 Total Return Index. Past performance is not indicative of future results.