Portfolio overview · demo data
Perspective for your portfolio.
An illustrative portfolio, designed for a clearer view.
Portfolio value
$124,580
+8.4%vs. last month
Total return
$14,580
+13.2%vs. last month
Dividend income
$1,284
+6.8%vs. last month
Cash allocation
12.4%
+2.1%vs. last month
Portfolio performance
A closer look at your progress over time.
| Current and previous period comparison | This period | Previous period |
|---|---|---|
| May | 26800 | 22200 |
| Jun | 31200 | 24500 |
| Jul | 28500 | 25100 |
| Aug | 36700 | 27100 |
| Sep | 41300 | 31200 |
| Oct | 48295 | 35800 |
This periodPrevious period
Asset allocation
The composition behind your numbers.
Equities$25,596
Bonds$16,420
Cash$6,278
Updated just now · Demo data
Watchlist
Fictional securities · illustrative prices
| Symbol | Company | Price | Change |
|---|---|---|---|
| ARC | Arc Systems | $243 | +1.62% |
| AUR | Aureform Labs | $184 | +2.84% |
| FRM | Forma Group | $94 | +3.24% |
| LUM | Lumina Technologies | $129 | -0.84% |
Your business, in focus · Illustrative demo data.