Recently Launched!
Check out Investor Copilot custom GPT, which lets you enjoy ChatGPT functionality with recent financial information
Conversationally interact with ChatGPT to now analyze updated prices, technical indicators, financial statements, macro-economic/company news & more for Stocks, ETFs & Cryptos
Conversationally interact with ChatGPT to now analyze updated prices, technical indicators, financial statements, macro-economic/company news & more for Stocks, ETFs & Cryptos
Portfolio Dashboard
Data updated 2024-Nov-22 (Friday)Analyze recent performance of your portfolio as of the last close. Dashboard takes a quick pulse of the market along various dimensions (see tabs below) and is used by investors to understand what has broadly worked (or not)
Share
Choose view type
Compare performance for your portfolio constituents as of close on Nov-22 (Friday). Hover on cells for additional details (e.g. trailing 20/50/100/200 day performance)
| Allocation | Portfolio | Symbol | Alerts | Open | High | Low | Close | Rel. Volume | % Change | Streak |
|---|---|---|---|---|---|---|---|---|---|---|
|
27.06%
|
Apple Inc.
|
50-day SMA
|
$228.06
|
$230.72
|
$228.06
|
$229.87
|
0.9x |
+0.59%
|
↑ 1 day |
|
|
29.17%
|
Bitcoin USD
|
52-week High 200-day Volume
|
$98,439.10
|
$99,860.00
|
$97,209.52
|
$99,124.94
|
1.0x |
+0.70%
|
↑ 5 days |
|
|
35.47%
|
Goldman Sachs Group, Inc.
|
52-week High
|
$596.22
|
$603.94
|
$594.44
|
$602.78
|
0.9x |
+1.12%
|
↑ 3 days |
|
|
8.30%
|
Tesla Inc
|
52-week High
|
$341.09
|
$361.53
|
$337.70
|
$352.56
|
1.0x |
+3.80%
|
↑ 1 day |
Chart plots Performance (x-axis) versus Relative Volume (y-axis) with bubble sizes representing Volatility for the day as of 2024-Nov-22. Relative Volume calculated using day volume & average trailing 20-day volume. Click on bubbles for details
6-month Performance Chart Comparison for your Portfolio
Compare Key Technical Indicators for dashboard constituents. To compare technicals over time click here
| Allocation | Portfolio | Symbol | RSI | MACD Delta | Fast Stochastic | Slow Stochastic | ADX | CCI | ATR | AD | OBV |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
27.06%
|
Apple Inc.
|
55
|
0.44
|
88.1
|
83.4
|
10.2
|
68.2
|
3.9
|
102 Billion
|
133 Billion
|
|
|
29.17%
|
Bitcoin USD
|
82
|
966.59
|
97.1
|
95.3
|
52.2
|
112.8
|
3,545.1
|
6.17 Trillion
|
2.56 Trillion
|
|
|
35.47%
|
Goldman Sachs Group, Inc.
|
69
|
0.51
|
86.0
|
80.1
|
34.7
|
70.4
|
13.5
|
662 Million
|
-291 Million
|
|
|
8.30%
|
Tesla Inc
|
70
|
3.30
|
87.5
|
86.8
|
38.6
|
90.9
|
17.4
|
14.7 Billion
|
21.7 Billion
|
Related Links
Dashboard : Market Pulse using broad themes (e.g. Growth vs. Value, Equities vs. Treasuries etc.)
Currently Viewing
Snapshots : Popular lists of stocks & etfs (best streaks, most beaten down etc. in last X days)
Market Performance : Recent performance across covered assets
Historical Performance : Prior & Subsequent performance across assets on a historical date
Market Technicals : Technical indicator levels across covered assets
Market Seasonality : Seasonal performance by calendar months across covered assets
Performance Comparison : Chart compare/benchmark performance with multiple assets over time
Side-by-Side Comparison : Contrast with other assets over time in a side-by-side presentation
Sector : Analyze & compare Sector performance
Industry : Analyze & compare Industries within Sectors
Breakouts & Breakdowns : Identifying stocks/etfs which recently traded up/down in unusually elevated volumes
Swing Volatility : Identifying stocks/etfs with elevated volatility
World Explorer : Performance & Correlation between key countries across the world
Advance/Decline : Sentiment using accumulated advances & declines in S&P 500 stocks
Highs/Lows : Sentiment using frequency of key highs/lows in S&P 500 stocks
Moving Average : Sentiment using frequency of S&P 500 stocks above key moving averages
Technical Distribution : Sentiment using frequency distribution of S&P 500 stocks with bullish/bearish technical levels
Snapshots : Popular lists of stocks & etfs (best streaks, most beaten down etc. in last X days)
Market Performance : Recent performance across covered assets
Historical Performance : Prior & Subsequent performance across assets on a historical date
Market Technicals : Technical indicator levels across covered assets
Market Seasonality : Seasonal performance by calendar months across covered assets
Performance Comparison : Chart compare/benchmark performance with multiple assets over time
Side-by-Side Comparison : Contrast with other assets over time in a side-by-side presentation
Sector : Analyze & compare Sector performance
Industry : Analyze & compare Industries within Sectors
Breakouts & Breakdowns : Identifying stocks/etfs which recently traded up/down in unusually elevated volumes
Swing Volatility : Identifying stocks/etfs with elevated volatility
World Explorer : Performance & Correlation between key countries across the world
Advance/Decline : Sentiment using accumulated advances & declines in S&P 500 stocks
Highs/Lows : Sentiment using frequency of key highs/lows in S&P 500 stocks
Moving Average : Sentiment using frequency of S&P 500 stocks above key moving averages
Technical Distribution : Sentiment using frequency distribution of S&P 500 stocks with bullish/bearish technical levels