Portfolio Management

icon picker
Category Planner

Category Planner
Category
All Assets - Target %
All Assets - Current %
All Assets - Delta ($)
Portfolio 1 - Target %
Portfolio 1 - Current %
Portfolio 1 - Delta ($)
Portfolio 2 - Target %
Portfolio 2 - Current %
Portfolio 2 - Delta ($)
Portfolio 3 - Target %
Portfolio 3 - Current %
Portfolio 3 - Delta ($)
Meme
30%
3.51%
$77,816.38
29%
0%
0
0%
0
100%
0%
0
Bluechip
20%
53.56%
-$98,593.68
0%
0%
0
100%
0%
0
0%
0
AI
15%
0%
$44,063.19
29%
0%
0
0%
0
0%
0
Infra
7.5%
8.88%
-$4,068.41
2.5%
0%
0
0%
0
0%
0
RWA
7.5%
0%
$22,031.59
7.5%
0%
0
0%
0
0%
0
DePIN
5%
0%
$14,687.73
2%
0%
0
0%
0
0%
0
DeFi
5%
0%
$14,687.73
15.5%
0%
0
0%
0
0%
0
Gaming
5%
0%
$14,687.73
5%
0%
0
0%
0
0%
0
NFT's
2%
0%
$5,875.09
2%
0%
0
0%
0
0%
0
GambleFi
2%
0%
$5,875.09
7.5%
0%
0
0%
0
0%
0
DeSci
1%
0%
$2,937.55
0%
0%
0
0%
0
0%
0
AI Agents
0%
$0.00
0%
0
0%
0
0%
0
There are no rows in this table

Portfolio Selection


Portfolio 1:
Portfolio 2:
Portfolio 3:


Target % Sum Check


All Assets:
100%
Portfolio 1:
100%
Portfolio 2:
100%
Portfolio 3:
100%

All Assets - Category % Breakdown
Portfolio 1 - Category % Breakdown
Portfolio 2 - Category % Breakdown
Portfolio 3 - Category % Breakdown
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.