Portfolio Dashboard
Oct 19, 2026
Portfolio Value
$99,912
Gain / Loss
29.86%
Portfolio Beta
0.52
Urgent Actions
SELL
Portfolio Assets
| Symbol | Qty | Close | Value | Cost Basis | Gain $ | Gain % | Port. % | Beta | Risk | Account | Action | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL |
12 | $340.59 | $3,937 | $1,210 | +$2,727 | +225.33% | 3.9% | 1.21 | 0.05 | Roth IRA | Hold | |
AXP |
7 | $313.59 | $2,043 | $691 | +$1,353 | +195.90% | 2.0% | 1.08 | 0.02 | Traditional IRA | Hold | |
META |
3 | $709.33 | $2,085 | $748 | +$1,337 | +178.65% | 2.1% | 1.19 | 0.02 | Rollover IRA | Hold | |
GLD |
30 | $382.01 | $11,492 | $4,897 | +$6,595 | +134.66% | 11.5% | 0.44 | 0.05 | Brokerage | Hold | |
KO |
94 | $93.90 | $8,825 | $4,233 | +$4,592 | +108.48% | 8.8% | 0.32 | 0.03 | Roth 401(k) | Sell | |
COST |
3 | $989.11 | $2,955 | $1,435 | +$1,521 | +105.97% | 3.0% | 0.87 | 0.03 | Roth 401(k) | Sell | |
BRK-B |
7 | $532.02 | $3,763 | $1,932 | +$1,831 | +94.74% | 3.8% | 0.59 | 0.02 | Roth IRA | Sell | |
AAPL |
10 | $343.46 | $3,549 | $2,207 | +$1,342 | +60.81% | 3.6% | 1.07 | 0.04 | 401(k) | Hold | |
WRB |
92 | $75.42 | $6,936 | $4,867 | +$2,069 | +42.52% | 6.9% | 0.27 | 0.02 | Rollover IRA | Sell | |
NVR |
0 | $5,919.82 | $2,017 | $1,485 | +$532 | +35.84% | 2.0% | 0.90 | 0.02 | Roth 401(k) | SELL | |
AMZN |
9 | $250.00 | $2,258 | $1,684 | +$574 | +34.06% | 2.3% | 1.46 | 0.03 | Roth 401(k) | Hold | |
IXUS |
59 | $93.41 | $5,543 | $4,372 | +$1,171 | +26.78% | 5.5% | 0.92 | 0.05 | Brokerage | Hold | |
BTC-USD |
0 | $81,642.11 | $816 | $669 | +$147 | +21.99% | 0.8% | 1.35 | 0.01 | Crypto Wallet | SELL | |
DIS |
15 | $110.59 | $1,663 | $1,391 | +$272 | +19.54% | 1.7% | 1.42 | 0.02 | Traditional IRA | Hold | |
MSFT |
5 | $529.05 | $2,823 | $2,621 | +$202 | +7.70% | 2.8% | 1.10 | 0.03 | 401(k) | Hold | |
SBUX |
33 | $97.52 | $3,186 | $3,036 | +$151 | +4.96% | 3.2% | 0.97 | 0.03 | HSA | Hold | |
SGOV |
199 | $100.59 | $20,002 | $20,008 | -$6 | -0.03% | 20.0% | 0.00 | 0.00 | Brokerage | Sell | |
HSY |
57 | $170.83 | $9,767 | $9,830 | -$63 | -0.65% | 9.8% | 0.09 | 0.01 | 401(k) | SELL | |
MCD |
18 | $242.97 | $4,288 | $5,397 | -$1,109 | -20.55% | 4.3% | 0.45 | 0.02 | HSA | SELL | |
CMG |
66 | $29.89 | $1,964 | $4,223 | -$2,259 | -53.49% | 2.0% | 0.96 | 0.02 | 401(k) | SELL |
GOOGL
Roth IRA
Hold
$3,937
+$2,727
(+225.33%)
AXP
Traditional IRA
Hold
$2,043
+$1,353
(+195.90%)
META
Rollover IRA
Hold
$2,085
+$1,337
(+178.65%)
GLD
Brokerage
Hold
$11,492
+$6,595
(+134.66%)
KO
Roth 401(k)
Sell
$8,825
+$4,592
(+108.48%)
COST
Roth 401(k)
Sell
$2,955
+$1,521
(+105.97%)
BRK-B
Roth IRA
Sell
$3,763
+$1,831
(+94.74%)
AAPL
401(k)
Hold
$3,549
+$1,342
(+60.81%)
WRB
Rollover IRA
Sell
$6,936
+$2,069
(+42.52%)
NVR
Roth 401(k)
SELL
$2,017
+$532
(+35.84%)
AMZN
Roth 401(k)
Hold
$2,258
+$574
(+34.06%)
IXUS
Brokerage
Hold
$5,543
+$1,171
(+26.78%)
BTC-USD
Crypto Wallet
SELL
$816
+$147
(+21.99%)
DIS
Traditional IRA
Hold
$1,663
+$272
(+19.54%)
MSFT
401(k)
Hold
$2,823
+$202
(+7.70%)
SBUX
HSA
Hold
$3,186
+$151
(+4.96%)
SGOV
Brokerage
Sell
$20,002
-$6
(-0.03%)
HSY
401(k)
SELL
$9,767
-$63
(-0.65%)
MCD
HSA
SELL
$4,288
-$1,109
(-20.55%)
CMG
401(k)
SELL
$1,964
-$2,259
(-53.49%)
Asset Details
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Portfolio Performance
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