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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

$34,085.33

Across all plans

Total Return

+$9,235.33

+37.2% all time

Available to Withdraw

$13,634.13

Estimated liquid portion

Active Positions

Your current plan investments

PlanInvestedCurrent ValueReturnAllocation

Plan A — Conservative

$10,000.00$11,626.67+$1,626.67 (+16.3%)

Plan B — Balanced

$8,500.00$11,772.50+$3,272.50 (+38.5%)

Plan C — Aggressive

$4,000.00$8,218.67+$4,218.67 (+105.5%)

Flexible — No Lock-up

$2,350.00$2,467.50+$117.50 (+5%)

Allocation

Portfolio distribution by plan

$34,085.33Total value

Plan A — Conservative

40%

Plan B — Balanced

34%

Plan C — Aggressive

16%

Flexible — No Lock-up

9%