Portfolio Total Value
$7,802.50
+$1,224.50 Cash
Holdings Total Return
+22.45%
Unrealized Gain
Projected Alpha vs Watchlist
+4.15%
Simulated 1Y
Watchlist Sentiment
Bullish (68%)
Active Portfolio Holdings
3 Assets| Ticker / Asset | Price / Cost | Shares | Value | Return | Weight | Action |
|---|
Watchlist Candidates
3 Candidates| Candidate | Market Price | Sentiment | Volatility | Target Wt | Action |
|---|
D3 Risk / Return Distribution & Alpha Projection
Active Portfolio
Watchlist Baseline
Rebalanced Hybrid