Total Balance
$144,961.40
+1.8%
Savings
$38,200.00
+0.8%
Investment
$94,310.52
-1.2%
Portfolio Performance
$94K
+27.4%
Top
- NVDA+12%
- AAPL+7%
- TSLA+5%
Bottom
- META-3%
- PYPL-2%
- BABA-1%
Insights for you
AIInsight
42% tech
High sector concentration
vs 28% benchmark
Technology overweight increases portfolio volatility. Consider rebalancing.
Projection
$220k
Projected value in 10 years
$94K$220K(10Y)
Based on current contributions at 7% average annual return.
Optimisation
Save ~$1.2K
Tax efficiency opportunity
Potential savings: $1,200 annually
Reallocating to tax-efficient accounts could improve net returns.
Recommended for you
Tech stocks up 12%
Your investments are outperforming the market.
Emergency fund on track
You reached 80% of your savings goal.
Savings milestone hit
New Car savings at 26%, on pace for Dec 2026.
Savings Goals
Emergency Fund80%
$8,000 of $10,000
Vacation — Europe62%
$2,800 of $4,500
Home Down Payment40%
$32,000 of $80,000
3 years behind — increase monthly contributions.
Spending Breakdown
$3,350
This month
Housing$1,800
Food$640
Transport$280
Shopping$420
Utilities$210