Portfolio Summary
Total Value
$124,856.42
+2.4% today
Cash
$15,200.00
Invested
$109,656.42
Asset Allocation
Stocks
68%
ETFs
22%
Cash
10%
Risk Profile
Moderate-
Aggressive
Aggressive
Conservative
Aggressive
Balanced growth with calculated risks for medium-long term gains
Quick Actions
AI Trading Agent
Active & Monitoring
Medium-Term Growth
Semi-Aggressive
Market Insight
Detected increased chatter about semiconductor shortages. Analyzing potential impact on tech stocks in your portfolio (NVDA, AMD, INTC).
Portfolio Action
Recommend increasing position in AI-related ETFs (AIQ, BOTZ) by 3-5% based on 12-month growth projections and current market sentiment.
Risk Assessment
Energy sector showing volatility. Suggest trimming 2% from XOM and adding to renewable energy plays (ICLN) for better risk/reward balance.
Recommended Actions
Buy AIQ
+3% position
Sell XOM
-2% position
Limit Order
AMD @ $110
Agent Settings
Risk Tolerance
Time Horizon
Sector Focus
Current Holdings
| Symbol | Name | Shares | Avg Cost | Price | Value | Daily % | Allocation | Action |
|---|---|---|---|---|---|---|---|---|
|
NVDA
|
NVIDIA Corp | 25 | $210.45 | $425.36 | $10,634.00 | 3.2% |
|
|
|
AIQ
|
Global X AI & Tech ETF | 120 | $28.75 | $32.41 | $3,889.20 | 1.8% |
|
|
|
BOTZ
|
Global X Robotics ETF | 85 | $22.10 | $25.63 | $2,178.55 | 0.8% |
|
|