Portfolio Analytics
Performance insights and portfolio analysis
Total Return
+6.97%
Value
$5,669
Gain/Loss
+$369
Total Invested
$5,300.00
Current Value
$5,669.23
Total Gain/Loss
+$369.23
Total Return
+6.97%
Performance Chart
Portfolio value over time
Holdings Breakdown
Portfolio allocation by investment
Tesla Growth Fund
Tesla-Focused
$4,669.23
82.4%
Aggressive Growth Fund
Growth
$1,000.00
17.6%
Risk Analysis
Portfolio risk assessment
Risk Level Distribution
Category Distribution
Performance Summary
Recent Activity
Latest portfolio changes
Aggressive Growth Fund
Buy • Oct 12, 2025
$1,000.00
Tesla Growth Fund
Buy • Oct 12, 2025
$200.00
Tesla Growth Fund
Buy • Aug 18, 2025
$100.00
Tesla Growth Fund
Buy • Aug 10, 2025
$4,000.00
Tesla Growth Fund
Sell • Aug 10, 2025
$176.20