Portfolio Dashboard
Schwab acct XXX146 · Updated
Refresh Live Prices
Overview
Holdings
Charts
Alerts
AI Bubble
Transactions
Realized Gains
Earnings Calendar
News
ETF Tools
Bryan's Portfolio
--
--
Loading historical data...
1D
5D
1M
3M
6M
1Y
3Y
5Y
MAX
Today's Gain / Loss
As of market close · Updated live from Finnhub
--
--
Total Portfolio Value
Total Gain/Loss
Unrealized
Realized (YTD)
All-time realized:
Win / Loss Ratio
Diversification Score
Today's Snapshot
Day % — high to low
Day % — low to high
Day $ — high to low
Day $ — low to high
Value — high to low
Symbol
Value
Day Gain
Top Contributors (Unrealized $)
Allocation by Position
Compare Performance
Add
1D
5D
1M
3M
6M
1Y
3Y
5Y
MAX
Current Holdings (click row for detail)
Ticker
Shares
Price
Avg Cost
Value
Weight %
Gain $
Gain %
Day %
3M %
Sector
Performance Heatmap
1D
5D
1M
3M
6M
1Y
3Y
5Y
MAX
Gain/Loss by Position ($)
Volatility (3-Month, Annualized %)
Cost Basis vs Current Value
Concentration Risk by Sector
Sector Breakdown
Active Alerts
Total AI Exposure
Recommended Diversified
~25%
AI infra + software + adjacent
Gap vs Healthy Baseline
Over the typical recommended ceiling
AI Exposure by Category
Your Portfolio vs Recommended Allocation
AI Bubble Stress Scenarios
Transaction History
All types
Buy
Sell
Dividend
Stock split
Date
Type
Ticker
Shares
Price
Amount
2026 YTD Realized
2025 Realized
All-time Realized
Quarterly Realized Gains (tax impact)
Closed Positions
Date
Ticker
Shares
Proceeds
Cost Basis
Gain $
Gain %
Upcoming Earnings (Color-coded by Position Size)
Live News for Your Holdings
Refresh News
Loading news from Finnhub...
New Comparison
⇌
Compare
Reset ↻
—
—
vs.
—
—
Performance Comparison
1D
5D
1M
3M
6M
1Y
3Y
5Y
MAX
Top 10 Holdings
Detail
×