Portfolio Dashboard
Oct 22, 2026
Portfolio Value
$100,111
Gain / Loss
30.12%
Portfolio Beta
0.51
Urgent Actions
SELL
Portfolio Assets
| Symbol | Qty | Close | Value | Cost Basis | Gain $ | Gain % | Port. % | Beta | Risk | Account | Action | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL |
12 | $324.22 | $3,748 | $1,210 | +$2,538 | +209.70% | 3.7% | 1.21 | 0.05 | Roth IRA | Buy | |
AXP |
7 | $325.17 | $2,119 | $691 | +$1,428 | +206.82% | 2.1% | 1.08 | 0.02 | Traditional IRA | Hold | |
META |
3 | $648.85 | $1,907 | $748 | +$1,159 | +154.89% | 1.9% | 1.19 | 0.02 | Rollover IRA | Buy | |
GLD |
30 | $369.00 | $11,101 | $4,897 | +$6,203 | +126.67% | 11.1% | 0.44 | 0.05 | Brokerage | Buy | |
COST |
3 | $1,018.21 | $3,042 | $1,435 | +$1,608 | +112.03% | 3.0% | 0.87 | 0.03 | Roth 401(k) | Sell | |
KO |
94 | $95.34 | $8,960 | $4,233 | +$4,727 | +111.68% | 9.0% | 0.32 | 0.03 | Roth 401(k) | Sell | |
BRK-B |
7 | $546.97 | $3,869 | $1,932 | +$1,936 | +100.21% | 3.9% | 0.59 | 0.02 | Roth IRA | Sell | |
AAPL |
10 | $348.22 | $3,598 | $2,207 | +$1,391 | +63.04% | 3.6% | 1.07 | 0.04 | 401(k) | Hold | |
WRB |
92 | $75.55 | $6,948 | $4,867 | +$2,081 | +42.76% | 6.9% | 0.27 | 0.02 | Rollover IRA | Sell | |
NVR |
0 | $6,110.63 | $2,082 | $1,485 | +$597 | +40.21% | 2.1% | 0.90 | 0.02 | Roth 401(k) | SELL | |
AMZN |
9 | $250.38 | $2,261 | $1,684 | +$577 | +34.26% | 2.3% | 1.46 | 0.03 | Roth 401(k) | Hold | |
IXUS |
59 | $92.60 | $5,495 | $4,372 | +$1,123 | +25.68% | 5.5% | 0.92 | 0.05 | Brokerage | Hold | |
DIS |
15 | $113.13 | $1,701 | $1,391 | +$310 | +22.29% | 1.7% | 1.42 | 0.02 | Traditional IRA | Sell | |
BTC-USD |
0 | $81,251.33 | $813 | $669 | +$143 | +21.41% | 0.8% | 0.00 | 0.00 | Crypto Wallet | SELL | |
SBUX |
33 | $101.91 | $3,330 | $3,036 | +$294 | +9.69% | 3.3% | 0.97 | 0.03 | HSA | Sell | |
MSFT |
5 | $521.08 | $2,780 | $2,621 | +$159 | +6.07% | 2.8% | 1.10 | 0.03 | 401(k) | Hold | |
HSY |
57 | $175.64 | $10,042 | $9,830 | +$212 | +2.15% | 10.0% | 0.09 | 0.01 | 401(k) | Sell | |
SGOV |
199 | $100.62 | $20,008 | $20,008 | +$0 | +0.00% | 20.0% | 0.00 | 0.00 | Brokerage | Sell | |
MCD |
18 | $252.63 | $4,459 | $5,397 | -$938 | -17.39% | 4.5% | 0.45 | 0.02 | HSA | Sell | |
CMG |
66 | $28.14 | $1,849 | $4,223 | -$2,374 | -56.22% | 1.8% | 0.96 | 0.02 | 401(k) | SELL |
GOOGL
Roth IRA
Buy
$3,748
+$2,538
(+209.70%)
AXP
Traditional IRA
Hold
$2,119
+$1,428
(+206.82%)
META
Rollover IRA
Buy
$1,907
+$1,159
(+154.89%)
GLD
Brokerage
Buy
$11,101
+$6,203
(+126.67%)
COST
Roth 401(k)
Sell
$3,042
+$1,608
(+112.03%)
KO
Roth 401(k)
Sell
$8,960
+$4,727
(+111.68%)
BRK-B
Roth IRA
Sell
$3,869
+$1,936
(+100.21%)
AAPL
401(k)
Hold
$3,598
+$1,391
(+63.04%)
WRB
Rollover IRA
Sell
$6,948
+$2,081
(+42.76%)
NVR
Roth 401(k)
SELL
$2,082
+$597
(+40.21%)
AMZN
Roth 401(k)
Hold
$2,261
+$577
(+34.26%)
IXUS
Brokerage
Hold
$5,495
+$1,123
(+25.68%)
DIS
Traditional IRA
Sell
$1,701
+$310
(+22.29%)
BTC-USD
Crypto Wallet
SELL
$813
+$143
(+21.41%)
SBUX
HSA
Sell
$3,330
+$294
(+9.69%)
MSFT
401(k)
Hold
$2,780
+$159
(+6.07%)
HSY
401(k)
Sell
$10,042
+$212
(+2.15%)
SGOV
Brokerage
Sell
$20,008
+$0
(+0.00%)
MCD
HSA
Sell
$4,459
-$938
(-17.39%)
CMG
401(k)
SELL
$1,849
-$2,374
(-56.22%)
Asset Details
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Portfolio Performance
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