Portfolio Overview
Welcome back, Julian. Your assets grew by 4.2% this week.
Total Combined Balance
$242,590.45
Fiat Assets (USD/EUR)
$158,200.00
Crypto Assets (BTC/ETH)
1.24 BTC ≈ $84,390.45
Savings Goal
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Q4 Real Estate Fund
72%
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$50k Milestone
Reached Sep 12
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$75k Next Milestone
Estimated Nov 05
Investment Performance
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+12.4% YTD
Interactive Performance Matrix Chart Visualization
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Vault AI Insight
"BTC volatility is decreasing. Analysis suggests rebalancing 5% of your cash holdings into ETH or staked stables for optimized yield."
Rebalance Now
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View Risk Report
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Recent Transactions
| Transaction | Category | Date | Amount | Status |
|---|---|---|---|---|
|
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Apple Store, NYC Debit Card • 9422 |
Electronics | Oct 24, 2023 | -$1,249.00 | Completed |
|
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Bitcoin Buy Coinbase • BTC/USD |
Investment | Oct 22, 2023 | -$2,500.00 | Completed |
|
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Salary Deposit Thorne Corp • ACH |
Income | Oct 18, 2023 | +$12,400.00 | Completed |
|
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Emirates Airlines Debit Card • 9422 |
Travel | Oct 15, 2023 | -$4,200.00 | Pending |