Portfolio Overview
Track your investments across all accounts and plan for retirement
Total Portfolio
$487,320
+12.4% ($53,820)
Retirement Accounts
$342,150
Roth IRA + 401k accounts
YTD Growth
+15.8%
Year to date performance
Monthly Gains
+$4,230
Last 30 days
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Accounts Breakdown
Roth IRA
Tax-free retirement savings • Fidelity
$87,430
+14.2% YTD
Cost Basis
$68,500
Gain
+$18,930
Risk
Moderate
401(k) Accounts
3 employer-sponsored accounts • Combined
$254,720
+16.1% YTD
Current Employer$142,300
Previous Employer 1$78,420
Previous Employer 2$34,000
Cryptocurrency
Multiple coins • Coinbase & Hardware Wallet
$98,470
-8.3% (30 days)
Bitcoin$62,180
Ethereum$28,920
Other Altcoins$7,370
Private Equity
Illiquid investments • 4-7 year horizon
$46,700
Estimated value
Startup Equity (Vested)$32,000
Angel Investments$14,700
Retirement Planning
Retirement Goal Progress
Target: $1.5M by age 65 (2045)
Current Retirement Savings22.8%
Current
$342,150
Target
$1,500,000
Projected Annual Income at 65:
$72,000
Based on 4% withdrawal rate
Asset Allocation
Portfolio diversification breakdown
Stocks & ETFs58%
Bonds18%
Cryptocurrency14%
Private Equity10%
Risk Level: Moderate-High
Consider rebalancing as you approach retirement