Portfolio Tracker

Separate long-term building from tactical decision-making.

Core ETF Mode and Active Stock Mode must never be confused.

Total Value
$287,450
Total P&L
+$39,450
+15.9% YTD
Dividend (30d)
$1,240
Cash
12.4%
Dry powder
Sleeve Discipline
Mode separation
Core ETF Mode
  • Default action: DCA, hold, rebalance
  • Review monthly or quarterly
  • Lower alert intensity
  • Focus on allocation guidance
Active Stock Mode
  • Requires strict confirmation
  • Buy / add / trim / exit logic
  • No averaging down
  • Add only after proof
Allocation
Capital distribution
Holdings
All sleeves
TickerNameTypeSize %StatusDecisionReview
MSFTMicrosoft Corp.Stock4.5%ConfirmedBuy2026-05-26
AAPLApple Inc.Stock3%WatchlistWait2026-05-19
NVDANVIDIA Corp.Stock2%WaitWait2026-05-15
VTIVanguard Total Stock MarketETF18%ConfirmedHold2026-06-12
SCHDSchwab US Dividend EquityDividend ETF12%ConfirmedHold2026-06-12
VNQVanguard Real Estate ETFREIT6%WatchlistWait2026-05-22
ORealty IncomeREIT5%ConfirmedAdd2026-06-01
QQQInvesco QQQ TrustSector ETF8%ConfirmedHold2026-05-29
This app provides research, education, and decision-support tools only. It does not provide guaranteed returns, personalized financial advice, or risk-free recommendations. Market investments involve risk, including possible loss of principal.