Investments

Total invested (book value)

$5,212.00

Target split: S&P 70% · Tesla 15% · BTC 10% · Conviction 5%

Webull — S&P 500

Webull

Approximate. Includes legacy ARKK + mixed (stop new ARKK buys).

$5,000.00
Webull — Tesla

Webull

Not yet separated out. TODO: add Tesla auto-buy at 15%.

$0.00
Webull — Conviction

Webull

Manual, capped at 5% of total portfolio.

$0.00
Coinbase (BTC)

Coinbase

Daily DCA, 10% of invest allocation.

$212.00

Balances are edited in Settings → Account balances. This app tracks contributions, not live market value.