ClarityClarityRead-only demo
ClarityClarity
OverviewClarity AI
TransactionsCalendarRecurringBudgets
AccountsAssetsMarkets
TaxesConnectSettings
OverviewClarity AI

Money

TransactionsCalendarRecurringBudgets

Net Worth

AccountsAssetsMarkets

Admin

TaxesConnectSettings

Assets

7 positions across 4 asset classes

Portfolio up 29.2%

Summary

Portfolio overview

Total Value

$144,567.00

P&L

$20,458.31 (29.2%)

Total Value

$144,567.00

All-time return$20,458.31 (29.2%)
Period change$23,227.00 (19.1%)

Cost Basis

$70,000.00

Allocation

ETF$47,119.6832.6%
Crypto$39,180.3327.1%
Cash$34,118.6923.6%
Stock$24,148.3016.7%
  3. Assets