Dashboard
Portfolio overview for March 2026
MR
Total Balance
$124,563.82
+8.2%
vs last month
Monthly Return
+12.4%
+3.1%
vs last month
Active Investments
23
+2
new this month
Portfolio Score
87/100
Excellent
risk-adjusted
Portfolio Growth
Last 12 months performance
$140k
$120k
$100k
$80k
$60k
MarAprMayJunJulAugSepOctNovDecJanFebMar
Asset Allocation
Current distribution
Stocks
45%
$56,053
Crypto
25%
$31,141
Bonds
20%
$24,913
Real Estate
10%
$12,456
Total Invested
$124,563
Recent Transactions
Latest trading activity
| Asset | Type | Date | Amount | Price | Status |
|---|---|---|---|---|---|
|
AAPL
Apple Inc.
NASDAQ
|
Buy | Mar 10, 2026 | 15 shares | $2,847.00 | Completed |
|
BTC
Bitcoin
Crypto
|
Sell | Mar 8, 2026 | 0.25 BTC | $18,420.50 | Completed |
|
MSFT
Microsoft Corp.
NASDAQ
|
Buy | Mar 6, 2026 | 8 shares | $3,256.00 | Completed |
|
ETH
Ethereum
Crypto
|
Buy | Mar 4, 2026 | 2.5 ETH | $8,125.00 | Pending |
|
TSLA
Tesla Inc.
NASDAQ
|
Sell | Mar 2, 2026 | 10 shares | $4,190.00 | Completed |