Investment Coach

Your AI-powered personal investment advisor

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Total Portfolio Value

$137,468.41

A$204,827.93

+1.75% from yesterday

Total Gain/Loss

$14,186.66

A$21,138.12

+11.51% total return

Diversification Score

82/100

Well diversified

Risk Score

65/100

Moderate risk

Personal Holdings

3 investments

$46,776.41

A$69,696.85

$6,276.41 (+15.50%)

A$9,351.85

Company Holdings

3 investments

$58,977.00

A$87,875.73

$5,231.25 (+9.73%)

A$7,794.56

Group Holdings

2 investments

$31,715.00

A$47,255.35

$2,679.00 (+9.23%)

A$3,991.71

Dual Currency Display: Values are shown in USD (primary) with AUD equivalent below in gray.

AI Coach Recommendation: Your Personal Holdings are performing well with strong gains. Consider rebalancing Company Holdings which have lower diversification across sectors.💡 Currency Tip: Monitor USD/AUD exchange rates as they affect your returns by ±2-5% typically.

Currency Settings: Set your Display Currency for primary viewing and your Local Currency for convenient comparison. Popular combinations: USD+EUR (European traders), USD+GBP (UK traders), USD+CAD (Canadian traders), USD+AUD (Australian traders).

Investment Holdings

Track your investments with AI-powered recommendations and target prices

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Showing 8 of 8 investments

Investment	Type	Group	Shares	Current Price	Target Price	Market Value	Gain/Loss
AAPL Apple Inc.	stock	Personal Holdings	50	$185.64 A$276.60	$210.00 A$312.90	$9,282.00 A$13,830.18	$1,017.00 A$1,515.33 +12.30%
BTC Bitcoin	crypto	Personal Holdings	0.5	$67,845.32 A$101,089.53	$85,000.00 A$126,650.00	$33,922.66 A$50,544.76	$4,822.66 A$7,185.76 +16.57%
GOOGL Alphabet Inc.	stock	Personal Holdings	25	$142.87 A$212.88	$165.00 A$245.85	$3,571.75 A$5,321.91	$436.75 A$650.76 +13.93%
MSFT Microsoft Corporation	stock	Company Holdings	30	$415.26 A$618.74	$450.00 A$670.50	$12,457.80 A$18,562.12	$1,030.80 A$1,535.89 +9.02%
NVDA NVIDIA Corporation	stock	Company Holdings	15	$875.28 A$1,304.17	$950.00 A$1,415.50	$13,129.20 A$19,562.51	$2,321.70 A$3,459.33 +21.48%
SPY SPDR S&P 500 ETF	etf	Company Holdings	75	$445.20 A$663.35	$475.00 A$707.75	$33,390.00 A$49,751.10	$1,878.75 A$2,799.34 +5.96%
TSLA Tesla Inc.	stock	Group Holdings	20	$248.50 A$370.27	$280.00 A$417.20	$4,970.00 A$7,405.30	$454.00 A$676.46 +10.05%
VTI Vanguard Total Stock Market ETF	etf	Group Holdings	100	$267.45 A$398.50	$285.00 A$424.65	$26,745.00 A$39,850.05	$2,225.00 A$3,315.25 +9.07%