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My Balance$3,200.00 My Returns+$3,142.75

Portfolio

Overview of your active investments and returns.

Total Invested

$24,850.00

4 active positions

Current Value

$34,195.75

Across all plans

Total Return

+$9,345.75

+37.6% all time

Available to Withdraw

$13,678.30

Estimated liquid portion

Active Positions

Your current plan investments

PlanInvestedCurrent ValueReturnAllocation

Plan A — Conservative

$10,000.00$11,653.33+$1,653.33 (+16.5%)

Plan B — Balanced

$8,500.00$11,815.00+$3,315.00 (+39%)

Plan C — Aggressive

$4,000.00$8,256.00+$4,256.00 (+106.4%)

Flexible — No Lock-up

$2,350.00$2,471.42+$121.42 (+5.2%)

Allocation

Portfolio distribution by plan

$34,195.75Total value

Plan A — Conservative

40%

Plan B — Balanced

34%

Plan C — Aggressive

16%

Flexible — No Lock-up

9%