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Portfolio Tracker

Real-time portfolio value and performance tracking

Total Value

$0.00

Day Change

+$0.00

+0.00%

Total Return

+$0.00

+0.00%

Holdings

0

Holdings
Your current portfolio positions with live prices

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Allocation
Portfolio breakdown by position
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Sector Breakdown

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AI Rebalancing Suggestions
Get AI-powered trade recommendations to optimize your portfolio
$0
Portfolio Value
0
Holdings
100%
Target Total

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Rebalancing History
Track your rebalancing suggestions and their performance

Recent Suggestions

Tax-Loss Harvesting Analysis
Identify opportunities to offset capital gains and reduce your tax burden
Total Gains
$3,100
Total Losses
$4,780
Harvestable
$4,300
Tax Savings
$860

Gains & Losses by Asset Class

$3K$2K$0K$2K$3KEquitiesBondsReitsCommodities

Harvesting Opportunities

3 positions
PositionLossTax SavingsTypeAction
BND
Vanguard Total Bond
-$2,600+$520Long-term
VXUS
Vanguard Intl Stock
-$1,050+$210Long-term
VNQ
Vanguard Real Estate
-$650+$130Long-term

Tax Savings Breakdown

Short-term losses:$0
Short-term savings:$0
Long-term losses:$4,300
Long-term savings:$860

Note: Capital losses can offset capital gains dollar-for-dollar. Excess losses up to $3,000 can offset ordinary income annually. At current levels, it would take approximately 2 years to fully utilize these losses.

Rebalancing with Tax Efficiency

When harvesting losses, consider replacing sold positions with similar (but not substantially identical) investments to maintain your target allocation while avoiding wash sale rules.

VTI → ITOTTotal US Market
VXUS → IXUSInternational
BND → AGGTotal Bond
VNQ → IYRReal Estate
Tax-Loss Harvesting Calendar
Track harvest opportunities, wash sale periods, and year-end deadlines
309 days
until tax year ends (Dec 31)
February 2026
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Wash Sale Period Ends
Long-Term Conversion
Year-End Deadline

Upcoming Events

No tax-loss harvesting opportunities at this time

Dividend Tracker

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Factor Exposure Analysis

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Benchmark Comparison

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Currency Hedging Analysis

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Global FuturesFutures Active
USClosed
EUClosed
AsiaOpen
5h 20m until pre-market

ES

E-mini S&P 500

+0.73%

6,873.50

+49.60

NQ

E-mini Nasdaq 100

+1.07%

24,314.80

+258.40

YM

E-mini Dow

+0.77%

49,179.00

+378.00

RTY

E-mini Russell 2000

+1.09%

2,633.30

+28.40

Futures are the best indicator of where markets will open. S&P 500 futures (ES) and NASDAQ futures (NQ) trade nearly 24 hours and reflect overnight news and global events.

Last updated: 3:40:30 AMData refreshes every 30 seconds
Economic Indicators
Key economic data from the Federal Reserve (FRED)
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The yield curve shows interest rates across different Treasury maturities. An inverted curve (short rates higher than long rates) often signals recession risk.

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