Free Portfolio Analyzer
Type your holdings to see where your money sits by sector, what moved today, and what’s driving your risk. No account needed.
Quick add:
|
|
6.6% | $17,522.54 | +$600.18 | +3.55% | 14 | $1,251.61 |
|
|
4.8% | $12,792.00 | +$266.24 | +2.13% | 32 | $399.75 |
|
|
3.7% | $9,760.08 | +$265.20 | +2.79% | 24 | $406.67 |
|
|
8.5% | $22,656.48 | +$241.50 | +1.08% | 42 | $539.44 |
|
|
2.7% | $7,275.00 | +$125.70 | +1.76% | 30 | $242.50 |
|
|
9.2% | $24,445.40 | +$110.60 | +0.45% | 70 | $349.22 |
|
|
2.6% | $6,891.68 | +$74.48 | +1.09% | 38 | $181.36 |
|
|
2.7% | $7,106.40 | +$53.10 | +0.75% | 90 | $78.96 |
|
|
3.2% | $8,639.40 | +$30.25 | +0.35% | 55 | $157.08 |
|
|
3.9% | $10,282.25 | +$26.40 | +0.26% | 55 | $186.95 |
|
|
3.5% | $9,200.00 | +$22.00 | +0.24% | 100 | $92.00 |
|
|
4.1% | $10,850.84 | +$11.44 | +0.11% | 22 | $493.22 |
|
|
5.7% | $15,098.85 | +$11.25 | +0.07% | 45 | $335.53 |
|
|
2.4% | $6,281.20 | -$30.40 | -0.48% | 40 | $157.03 |
|
|
4.4% | $11,736.12 | -$47.88 | -0.41% | 12 | $978.01 |
|
|
7.7% | $20,520.00 | -$57.60 | -0.28% | 60 | $342.00 |
|
|
3.8% | $10,148.32 | -$132.16 | -1.29% | 28 | $362.44 |
|
|
5.2% | $13,974.40 | -$186.40 | -1.32% | 80 | $174.68 |
|
|
7.7% | $20,597.92 | -$373.52 | -1.78% | 28 | $735.64 |
|
|
7.7% | $20,636.85 | -$386.65 | -1.84% | 95 | $217.23 |
-
LLY
Eli Lilly and Company
+$600
6.6%
$17.5K+3.55%
$17.5K
6.6%
-
V
Visa Inc.
+$266
4.8%
$12.8K+2.13%
$12.8K
4.8%
-
UNH
UnitedHealth Group Incorporated
+$265
3.7%
$9.8K+2.79%
$9.8K
3.7%
-
MSFT
Microsoft Corporation
+$242
8.5%
$22.7K+1.08%
$22.7K
8.5%
-
MCD
McDonald's Corporation
+$126
2.7%
$7.3K+1.76%
$7.3K
2.7%
-
GOOGL
Alphabet Inc.
+$111
9.2%
$24.4K+0.45%
$24.4K
9.2%
-
AMT
American Tower Corporation
+$74
2.6%
$6.9K+1.09%
$6.9K
2.6%
-
NEE
NextEra Energy, Inc.
+$53
2.7%
$7.1K+0.75%
$7.1K
2.7%
-
PG
The Procter & Gamble Company
+$30
3.2%
$8.6K+0.35%
$8.6K
3.2%
-
RTX
RTX Corporation
+$26
3.9%
$10.3K+0.26%
$10.3K
3.9%
-
KO
The Coca-Cola Company
+$22
3.5%
$9.2K+0.24%
$9.2K
3.5%
-
LIN
Linde plc
+$11
4.1%
$10.9K+0.11%
$10.9K
4.1%
-
JPM
JPMorgan Chase & Co.
+$11
5.7%
$15.1K+0.07%
$15.1K
5.7%
-
TMUS
T-Mobile US, Inc.
-$30
2.4%
$6.3K-0.48%
$6.3K
2.4%
-
COST
Costco Wholesale Corporation
-$48
4.4%
$11.7K-0.41%
$11.7K
4.4%
-
AAPL
Apple Inc.
-$58
7.7%
$20.5K-0.28%
$20.5K
7.7%
-
TSLA
Tesla, Inc.
-$132
3.8%
$10.1K-1.29%
$10.1K
3.8%
-
XOM
Exxon Mobil Corporation
-$186
5.2%
$14.0K-1.32%
$14.0K
5.2%
-
CAT
Caterpillar Inc.
-$374
7.7%
$20.6K-1.78%
$20.6K
7.7%
-
NVDA
NVIDIA Corporation
-$387
7.7%
$20.6K-1.84%
$20.6K
7.7%
See your performance history
Performance compares your portfolio with the S&P 500 using time-weighted return, which separates the money you move in and out from how your investments performed. It needs your broker’s transaction history: current holdings alone can’t show how the portfolio performed over time.
PORTFOLIO EXPLORER
RISK ATTRIBUTION
A negative risk contribution means the holding's historical return pattern offset some volatility from other holdings.
See the transactions your broker reports
Buys, sells, deposits, withdrawals, dividends and splits, in date order.