AI-Trader Joe

Wallet Management

Comprehensive portfolio tracking and management suite

Portfolio Active
Last Update: 2:14:18 PM
Risk Level: Moderate
Total Portfolio Value
847,650.75 USD
12,847.23 USD(+1.54%)
Today's Change
Total Return
147,650.75 USD
+21.08%
All Time
Available Cash
25,000.00 USD
2.9% of portfolio
Ready to Invest
Invested Amount
700,000.00 USD
82.6% of portfolio
Market Exposure
Asset Allocation
Portfolio distribution by asset class

Technology

45.2%

ETFs

17.3%

Healthcare

12.8%

Financial

10.5%

Energy

8.4%

Consumer

3.8%

Cash

2%

Portfolio Performance
Portfolio vs. benchmark performance
Performance Metrics
Returns across different time periods
1D
+1.54%
vs +1.12%
++0.42%
1W
+2.87%
vs +2.34%
++0.53%
1M
+4.23%
vs +3.89%
++0.34%
3M
+8.94%
vs +7.65%
++1.29%
6M
+15.67%
vs +12.34%
++3.33%
1Y
+21.08%
vs +18.45%
++2.63%
YTD
+18.92%
vs +16.78%
++2.14%