My Portfolio
Track your holdings with real-time performance, sector concentration analysis, and AI-powered risk assessment based on the 3LC business cycle framework.
Portfolio Value
$45,563
Cost: $42,570
Total Return
+7.03%
+$2993
1M Return
+1.08%
Weighted avg
Portfolio Beta
0.73
Moderate
Holdings (5)
| Ticker | Shares | Avg Cost | Price | Value | G/L | 1M | ||
|---|---|---|---|---|---|---|---|---|
SPY US Equity | 50 | $480.00 | $512.45 | $25,623 | +6.8% | -2.1% | ||
GLD Commodity | 30 | $220.00 | $248.65 | $7,460 | +13.0% | +8.5% | ||
TLT Bonds | 40 | $95.00 | $88.92 | $3,557 | -6.4% | +2.1% | ||
XLE Energy | 60 | $82.00 | $89.42 | $5,365 | +9.0% | +5.2% | ||
XLV Healthcare | 25 | $130.00 | $142.35 | $3,559 | +9.5% | +1.2% |
AI Portfolio Risk Analysis
Get personalized risk analysis based on your holdings, the current macro regime, and the 3LC business cycle framework.
Sector Allocation
Risk Metrics
3LC Framework
Portfolio analysis uses the 3LC Long/Short Sector Catalog and Economic Cycle Manual. Sector rotation recommendations are based on current macro regime signals.
Prices are simulated for demonstration. Connect a data provider for live pricing. Not financial advice.