Total Net Worth
Investable Liquid:
Invested Capital
Total Asset Positions:
Unrealized P&L
Global ROI:
Alpha vs S&P 500
No DCA Ledger
SPY Equiv Value:
SPY DCA ROI:
Net Worth Evolution WEEKLY EQUITY CURVE
Multi-year asset trajectory vs. cumulative invested capital and S&P 500 DCA benchmark.
Asset Allocation Breakdown
Current vs Target
Current
Target
Crypto
Stocks
Bonds
Cash
Vehicles
Property
Target Deviations & Rebalance Delta
Threshold: ±2%
| Asset Class | Cost ($) | Value ($) | ROI (%) | Current % | Target % | Deviation | Rebalance ($) |
|---|---|---|---|---|---|---|---|
| Static |
Smart Capital Rebalancer ALGORITHMIC
Compute exact capital injection across underweight investable classes (Crypto, Stocks, Bonds).
$
PRIORITY BUY
Current %:
Target Investable %:
Resulting %:
Allocate:
| Asset | Class | Custodian | Qty | Avg Cost | Price | Value | P&L ($) | ROI (%) | Edit |
|---|---|---|---|---|---|---|---|---|---|
| No holdings matching the current filter criteria. | |||||||||
| Date | Type | Asset | Custodian | Quantity | Price ($) | Total USD | SPY DCA | Action |
|---|---|---|---|---|---|---|---|---|
| - | ||||||||
| No transactions found for the selected criteria. | ||||||||
Register New Transaction
%
Total Allocation: