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All Portfolios
Schwab Individual
Roth IRA
$284,750.32
Market Value
$284,750
Day Change
+$1,847
Total Return
+$42,150
Cost Basis
$242,600
| Ticker | Weight | Mkt Value | Day Chg |
|---|---|---|---|
| AAPL | 18.2% | $51,832 | +1.10% |
| MSFT | 14.6% | $41,543 | +0.80% |
| NVDA | 12.1% | $34,418 | -1.41% |
| GOOGL | 8.9% | $25,320 | +1.09% |
| AMZN | 7.4% | $21,050 | +0.40% |
| META | 6.8% | $19,340 | +1.16% |
| JPM | 5.2% | $14,788 | -0.30% |
Auto-Sync Holdings
30+ brokerages supported. Positions update daily.
P&L Tracking
Cost basis, daily gains, total returns at a glance.
All Accounts, One View
Aggregate multiple brokerages into a single dashboard.
AI Diagnosis
Factor exposure analysis and optimization suggestions.
Supports 30+ Brokerages
CS
Charles SchwabFI
FidelityTD
TD AmeritradeET
E*TRADERH
RobinhoodIB
Interactive BrokersVG
VanguardML
Merrill LynchAll accounts in one dashboard Holdings visible only — no trading access, for your safety