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    Investment Portfolio

    Monitor your overall investment performance and asset allocation over time.

    Portfolio Value Today

    $2.12B

    ↑ 8% from last month

    38%Stocks
    35%Crypto
    27%Precious Metals
    Invested$1,850,000

    Cost basis of your current holdings

    Unrealized gain+$127,400+7.42%

    Quarterly Performance

    +15.28%Q1 '26
    -10.89%Q2 '26
    +41.06%Q3 '26
    +28.33%Q4 '26
    Portfolio Performance
    01 Jan 2024 to 28 Oct 2026
    Jul '24Jul '2420252025Jul '25Jul '2520262026Jul '26Jul '26500500400400300300200200100100Chart
    Quarterly Movers
    Gainers and loosers this quarter
    Airtable logo
    Airtable
    AIR
    $42,875.69
    $4,890.78 (+15.97%)
    157K shares
    Canva logo
    Canva
    CAN
    $38,148.78
    $3,789.15 (+14.35%)
    100K shares
    Microsoft logo
    Microsoft
    MSFT
    $31,258.70
    $3,490.05 (+13.87%)
    50K shares
    Figma logo
    Figma
    FIG
    $20,415.47
    $3,050.18 (+13.05%)
    100K shares
    Apple logo
    Apple
    AAPL
    $18,789.17
    $2,150.36 (+12.97%)
    40.1K shares
    Spotify logo
    Spotify
    SPOT
    $16,478.69
    $2,005.78 (+11.75%)
    15K shares
    Tesla logo
    Tesla
    TSLA
    $8,234.50
    -$1,120.30 (-11.95%)
    1.2K shares
    Snap Inc. logo
    Snap Inc.
    SNAP
    $3,102.15
    -$890.12 (-22.28%)
    45K shares
    Coinbase logo
    Coinbase
    COIN
    $5,689.40
    -$756.80 (-11.74%)
    8.2K shares
    Shopify logo
    Shopify
    SHOP
    $4,120.25
    -$512.40 (-11.06%)
    2.1K shares
    Palantir logo
    Palantir
    PLTR
    $2,890.00
    -$445.60 (-13.36%)
    11K shares
    Rivian logo
    Rivian
    RIVN
    $1,756.33
    -$320.45 (-15.43%)
    9K shares
    Precious metals
    Bullion and physical allocation by metal
    Gold
    XAU
    $312.50
    $18.40 (+6.26%)
    4.25 t oz
    Silver
    XAG
    $156.20
    -$4.15 (-2.59%)
    62 t oz
    Platinum
    XPT
    $89.75
    $3.20 (+3.70%)
    1.8 t oz
    Palladium
    XPD
    $36.00
    -$1.45 (-3.87%)
    0.45 t oz