Dashboard

Portfolio Overview

Last updated: April 25, 2025 · 09:42 EST

Markets Open
Portfolio Value
$2.84M
+$124KYTD +4.6%
Dividend Income
$8,420
+$340This month
Active Signals
47
+3Across all assets
Avg. Yield
3.84%
+0.12%Portfolio weighted
Portfolio Performance
vs. S&P 500 Benchmark · YTD
PortfolioBenchmark
+15%+8%+2%0%
Asset Allocation
40%
Dividend Equities
40% of portfolio
25%
Forex Strategies
25% of portfolio
15%
Digital Assets
15% of portfolio
20%
Cash & Equivalents
20% of portfolio
Recent Alerts
JNJ
BUY SIGNAL2 min ago
Dividend sustainability score crossed 9.0 threshold
EUR
MACRO ALERT18 min ago
ECB rate decision divergence — positioning model updated
BTC
ON-CHAIN45 min ago
Whale accumulation detected — 3,200 BTC moved to cold storage