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Portfolio/Overview
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Build 20260718034158
Portfolio

Overview

All accounts
Total portfolio
Market value
$1,533,919
Today −$1,434 (-0.1%) 1Y +$220,993 (+16.8%)
$1.7M $1.5M $1.3M $1.1M 4Q25 1Q26 2Q26 3Q26 4Q26 today Date Market value
Marketwatch
All markets
S&P 500
759.83
SPY · SPY proxy
-0.55%
Nasdaq
--
QQQ · QQQ proxy
--
Crude Oil
USO · USO proxy
-- --
Gold
GLD · GLD proxy
-- --
Top & Bottom Movers
Week movement
PLTR
PLTR PALANTIR TECHNOLOGIES INC CL A
+5.76%
+$12,852
TSLA
TSLA TESLA INC
+4.81%
+$3,412
SCHD
SCHD SCHWAB US DIVIDEND EQUITY ETF
+2.65%
+$1,820
PLTR
PLTR270115P00110000 PUT (PLTR) PALANTIR TECHNOLOGIES INC JAN 15 27 $110 (100 SHS)
-18.52%
−$40
META
META META PLATFORMS INC CL A
-9.47%
−$8,062
RDDT
RDDT REDDIT INC CL A
-7.63%
−$5,960
Portfolio events
Next 7 days
Ex-dividend dates No held-symbol events in next 30 days
›
Corporate actions No held-symbol events in next 30 days
›
Earnings dates Needs earnings calendar source
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Maturing bonds Needs maturity fields for bond holdings
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Your Investments
Top news
View all
BENZINGA

US Embassies on Alert Across Middle East as Iran Plots Against Americans Reach ‘Advanced Stages:’ Report

U.S. diplomatic missions across the Middle East tightened staffing and security measures Saturday after U.S. intelligence warned that Iranian plots ta...

FISCAL.AI

SThree Releases Survey Findings on AI's Impact on STEM Employment

SThree published findings from a survey of 817 STEM professionals in Germany, highlighting how artificial intelligence is influencing workplace dynami...

FISCAL.AI

Savills Property Management Limited Recognized at RICS Hong Kong Awards 2026

Savills Property Management Limited received recognition for its work on the Kingston International Centre and its Smart Control Hub at the RICS Hong...

Top Positions
Symbol Quantity Market Value Cost Basis
PLTR PALANTIR TECHNOLOGIES INC CL A 1,200 $236,088 $34,200
AMD ADVANCED MICRO DEVICES INC 300 $155,352 $48,000
MU MICRON TECHNOLOGY INC 150 $131,608 $18,000
NVDA NVIDIA CORP 500 $105,570 $59,000
AAPL APPLE INC 300 $104,307 $68,700
AVGO BROADCOM INC 300 $96,521 $46,800
GOOGL ALPHABET INC CL A 300 $96,069 $54,300
ANET ARISTA NETWORKS INC 500 $86,165 $42,000
O REALTY INCOME CORP 1,500 $85,335 $86,475
META META PLATFORMS INC CL A 120 $77,069 $55,440