ACCOUNT OVERVIEW

Good morning, David

DA
⚠ Demo environment: all figures and transactions on this screen are fictional interface data.
Total Balance$12,480.50+2.8% this month
Available $9,420.30Invested $2,860.20Pending $200.00

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Portfolio Overview

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$8,420.00 +4.8%
1M3M6M1YAll

Recent Transactions

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  • ＋DepositApr 25 · Bank Account+$1,000.00
  • ↗Investment PurchaseApr 24 · Tech Growth Fund-$500.00
  • ⇄TransferApr 22 · To John Smith-$200.00
  • ↓WithdrawalApr 18 · Bank Account-$300.00

Your Investments

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TG
Tech Growth FundGrowth Fund · Moderate Risk
$1,200.00 +6.2%
GB
Global Bond FundIncome Fund
$800.00 +3.1%
RE
Real Estate FundLong-term Growth
$600.00 +2.4%