Portfolio Value
Track your investment performance across different time periods
Total Portfolio Value
$373,880.10
NAV Share Value Performance
Initial investment of $5,000
Initial Investment
$5,000.00
June 12, 2025
Current Value
$2,967.30
As of today
Total Return
-40.7%
Share Value
1
1 Share
2
2 Shares
3
3 Shares
4
4 Shares
5
5 Shares
Chase Account
102,544
Available for allocation
Cash available
Ready to invest
Schwab MMA
267,235.28
Available for allocation
MMA balance
Ready to invest
Schwab Trading
8,703.06
Available for allocation
Trading balance
Ready to invest