Portfolio Management

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Target % Allocation Sum Check


100%

All Assets Metrics

Metric
Value
Total Balance
$293,754.60
Total Cash
$100,000.00
Total Position Value
$193,754.60
Total % Invested
65.95
%
Total % Cash
34.04
%
There are no rows in this table
Portfolios
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Portfolio Name
Legacy?
Portfolio Type
Target - % of All Assets
Current % of All Assets
Target - Total (USD)
Target - Delta Required (USD)
Balance - Cash (User Updated)
Balance - Cash
Balance - Positions
Balance - Total
% Cash
% Invested
Open Position Count
Spot - Bluechip
50%
60.37%
$146,877.30
-$30,467.30
$20,000.00
$20,000.00
$157,344.60
$177,344.60
11.28%
88.72%
2
Spot - Alts
30%
32.82%
$88,126.38
-$8,283.62
$60,000.00
$60,000.00
$36,410.00
$96,410.00
62.23%
37.77%
2
Perps - Swing
20%
6.81%
$58,750.92
$38,750.92
$20,000.00
$20,000.00
$0.00
$20,000.00
100%
0%
0
There are no rows in this table



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