Portfolio Dashboard
Sep 05, 2026
Portfolio Value
$99,962
Gain / Loss
29.93%
Portfolio Beta
0.53
Urgent Actions
SELL
Portfolio Assets
| Symbol | Qty | Close | Value | Cost Basis | Gain $ | Gain % | Port. % | Beta | Risk | Account | Action | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL |
12 | $338.46 | $3,913 | $1,210 | +$2,702 | +223.30% | 3.9% | 1.23 | 0.05 | Roth IRA | Hold | |
AXP |
7 | $326.16 | $2,125 | $691 | +$1,435 | +207.76% | 2.1% | 1.05 | 0.02 | Traditional IRA | Hold | |
GLD |
30 | $406.77 | $12,237 | $4,897 | +$7,340 | +149.87% | 12.2% | 0.45 | 0.06 | Brokerage | Hold | |
META |
3 | $616.77 | $1,813 | $748 | +$1,064 | +142.29% | 1.8% | 1.24 | 0.02 | Rollover IRA | Hold | |
KO |
94 | $88.07 | $8,277 | $4,233 | +$4,044 | +95.54% | 8.3% | 0.34 | 0.03 | Roth 401(k) | Hold | |
COST |
3 | $915.74 | $2,736 | $1,435 | +$1,301 | +90.69% | 2.7% | 0.85 | 0.02 | Roth 401(k) | Hold | |
BRK-B |
7 | $506.03 | $3,579 | $1,932 | +$1,647 | +85.22% | 3.6% | 0.60 | 0.02 | Roth IRA | Hold | |
AAPL |
10 | $319.97 | $3,306 | $2,207 | +$1,099 | +49.81% | 3.3% | 1.08 | 0.04 | 401(k) | Hold | |
NVR |
0 | $6,298.85 | $2,146 | $1,485 | +$661 | +44.53% | 2.1% | 0.91 | 0.02 | Roth 401(k) | SELL | |
AMZN |
9 | $258.51 | $2,335 | $1,684 | +$650 | +38.62% | 2.3% | 1.44 | 0.03 | Roth 401(k) | Hold | |
IXUS |
59 | $98.71 | $5,857 | $4,372 | +$1,485 | +33.97% | 5.9% | 0.92 | 0.05 | Brokerage | Hold | |
WRB |
92 | $69.14 | $6,359 | $4,867 | +$1,492 | +30.65% | 6.4% | 0.28 | 0.02 | Rollover IRA | Hold | |
BTC-USD |
0 | $79,776.90 | $798 | $669 | +$129 | +19.20% | 0.8% | 1.38 | 0.01 | Crypto Wallet | SELL | |
DIS |
15 | $105.31 | $1,584 | $1,391 | +$192 | +13.84% | 1.6% | 1.41 | 0.02 | Traditional IRA | Hold | |
SBUX |
33 | $104.47 | $3,413 | $3,036 | +$378 | +12.44% | 3.4% | 0.96 | 0.03 | HSA | Hold | |
MSFT |
5 | $499.70 | $2,666 | $2,621 | +$45 | +1.72% | 2.7% | 1.11 | 0.03 | 401(k) | Hold | |
HSY |
57 | $173.15 | $9,899 | $9,830 | +$69 | +0.70% | 9.9% | 0.10 | 0.01 | 401(k) | SELL | |
SGOV |
199 | $100.47 | $19,978 | $20,008 | -$30 | -0.15% | 20.0% | 0.00 | 0.00 | Brokerage | Sell | |
MCD |
18 | $255.69 | $4,513 | $5,397 | -$884 | -16.39% | 4.5% | 0.41 | 0.02 | HSA | Hold | |
CMG |
66 | $36.96 | $2,429 | $4,223 | -$1,794 | -42.49% | 2.4% | 0.94 | 0.02 | 401(k) | SELL |
GOOGL
Roth IRA
Hold
$3,913
+$2,702
(+223.30%)
AXP
Traditional IRA
Hold
$2,125
+$1,435
(+207.76%)
GLD
Brokerage
Hold
$12,237
+$7,340
(+149.87%)
META
Rollover IRA
Hold
$1,813
+$1,064
(+142.29%)
KO
Roth 401(k)
Hold
$8,277
+$4,044
(+95.54%)
COST
Roth 401(k)
Hold
$2,736
+$1,301
(+90.69%)
BRK-B
Roth IRA
Hold
$3,579
+$1,647
(+85.22%)
AAPL
401(k)
Hold
$3,306
+$1,099
(+49.81%)
NVR
Roth 401(k)
SELL
$2,146
+$661
(+44.53%)
AMZN
Roth 401(k)
Hold
$2,335
+$650
(+38.62%)
IXUS
Brokerage
Hold
$5,857
+$1,485
(+33.97%)
WRB
Rollover IRA
Hold
$6,359
+$1,492
(+30.65%)
BTC-USD
Crypto Wallet
SELL
$798
+$129
(+19.20%)
DIS
Traditional IRA
Hold
$1,584
+$192
(+13.84%)
SBUX
HSA
Hold
$3,413
+$378
(+12.44%)
MSFT
401(k)
Hold
$2,666
+$45
(+1.72%)
HSY
401(k)
SELL
$9,899
+$69
(+0.70%)
SGOV
Brokerage
Sell
$19,978
-$30
(-0.15%)
MCD
HSA
Hold
$4,513
-$884
(-16.39%)
CMG
401(k)
SELL
$2,429
-$1,794
(-42.49%)
Asset Details
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Portfolio Performance
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