Net worth

9 holdings · shown in USD

7d 30d 90d All

USD 0.00

14,980.00 16.28% last 30 days

Today

+USD 662.52

+0.62%

Total gain / loss

+USD 17,700.00

+24.89% · invested 71,100.00

Goal 89.17%

USD 120,000.00

USD 13,000.00 to go

Net worth trend

Allocation

Commodities 26,800.00
Crypto 25,720.00
Stocks (US) 23,180.00
Fixed Deposit 15,000.00
Trust Funds 8,200.00
CSE Stocks 4,900.00
Cash / Hold 3,200.00

Commodities

USD 26,800.00

Crypto

USD 25,720.00

Stocks (US)

USD 23,180.00

Fixed Deposit

USD 15,000.00

Trust Funds

USD 8,200.00

CSE Stocks

USD 4,900.00

Cash / Hold

USD 3,200.00

Allocation by holding

Gold (10 oz) 26,800.00
Bitcoin 18,420.00
HNB Fixed Deposit 15,000.00
Vanguard S&P 500 13,580.00
Apple 9,600.00
Global Growth Trust 8,200.00
Ethereum 7,300.00
John Keells 4,900.00
Cash 3,200.00

Your holdings

Name	Type	Value (USD)	Today	Gain / loss	Share
Gold (10 oz)	Commodities	26,800.00	+0.50%	+5800 +27.6%	25.0%
B Bitcoin BTC	Crypto	18,420.00	+2.40%	+6420 +53.5%	17.2%
H HNB Fixed Deposit	Fixed Deposit	15,000.00	+0.00%	—	14.0%
V Vanguard S&P 500 VOO	Stocks (US)	13,580.00	+0.30%	+2580 +23.5%	12.7%
A Apple AAPL	Stocks (US)	9,600.00	+0.70%	+2500 +35.2%	9.0%
G Global Growth Trust	Trust Funds	8,200.00	+0.00%	+700 +9.3%	7.7%
E Ethereum ETH	Crypto	7,300.00	-1.10%	-900 -11.0%	6.8%
J John Keells JKH.N0000	CSE Stocks	4,900.00	+1.20%	+600 +14.0%	4.6%
C Cash	Cash / Hold	3,200.00	+0.00%	—	3.0%

Dividends

Stock	Date	Per share
AAPL Apple	2026-10-03	1.00
VOO Vanguard S&P 500	2026-10-17	6.40

Interest & yield

Projected annual interest

USD 1,875.00

Weighted avg rate

12.50%

Asset	Type	Value	Rate	Annual interest
HNB Fixed Deposit	Fixed Deposit	15,000.00	12.50%	1,875.00