Personal Investment Agent

Time Window:

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Total Portfolio Value

$—

—

Portfolio Return (%)

—%

Excludes deposits & withdrawals

Window Gain ($)

$—

Investment gain over selected window

Portfolio Return vs. S&P 500

Cumulative daily return excluding deposits and withdrawals

Individual Assets Performance

All-time gain and return vs. purchase cost basis (cash valued at $1 par)

Asset	Type	Accounts Held	Cost Basis ($)	All-Time Gain ($)	All-Time Return (%)	Total Value ($) ▼

Performance & Value by Investment Account

Window gain and return for the selected period alongside all-time cost basis and gain (cash valued at $1 par). Accounts with a Data Note badge are detailed below.

Account	Owner	Tax Type	Window Gain ($)	Window Return (%)	Cost Basis ($)	All-Time Gain ($)	All-Time Return (%)	Total Value ($) ▼

Data Gaps & Account Notes

Automatically detected data limitations across accounts for the selected time window

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Types of Issues Encountered Across Accounts

Affected Accounts

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Household Portfolio: —

Macro Asset Split

Stocks, bonds & cash vs. 80/20 target benchmark

Current Portfolio

Target (80/20 Split)

Equity Geography

U.S. vs. International across stock holdings

Current Stocks

Target (70/30 • Range 65–75%)

Stock Sectors & Super-Sector Balance

Macro super-sector balance (Sensitive, Cyclical, Defensive) vs. Global ACWI target & 11-sector breakdown

Current Super-Sectors

Target (Global ACWI)

Sector	Group	Value	% of Stocks	% of All Assets

Individual Stocks — Portfolio See-Through Exposure

Combined direct stock holdings + 100% constituent look-through across held indices, ETFs, mutual funds, 401(k) trusts & 529s

Show:

Stock	Direct ($)	From Funds / ETFs ($)	Total Holding ($) ▼	% of Total Stocks	% of All Assets	Sources (Direct + Funds)

Fund & ETF Breakdown

Underlying funds, sectors, and full constituent holdings inside any held fund or ETF

Fund:

Household Portfolio Dashboard