Journey
Alex's Household

Financial Planning

Personalized recommendations based on your financial situation

Personalized financial guidance
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Wealth Management

Track your investments, optimize your portfolio, and grow your wealth

Total Portfolio Value
Across all connected investment accounts
$285,000
+$12,450 (4.6%)
Last 30 days
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Automated Portfolio Rebalancing

Keep your portfolio aligned with your goals automatically

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Asset Allocation
Current vs. target allocation
US Stocks$128,250 (45% / Target: 40%)
5% overweight - consider rebalancing
International Stocks$42,750 (15% / Target: 20%)
5% underweight - consider adding
Bonds$57,000 (20% / Target: 25%)
5% underweight - consider adding
Real Estate (REITs)$28,500 (10% / Target: 10%)
Cash$28,500 (10% / Target: 5%)
5% overweight - consider rebalancing
Connected Investment Accounts
Fidelity Brokerage
Taxable
$142,500
5.2% return
Vanguard Roth IRA
Retirement
$85,500
6.1% return
Robinhood
Taxable
$57,000
3.8% return
Performance
Historical returns across time periods
Year to Date
+8.2%
1 Year
+12.5%
3 Year
+9.8%
5 Year
+11.2%
AI Investment Insights
Sidekick's analysis of your portfolio

Portfolio Rebalancing Recommended

Your US stocks allocation is 5% overweight. Consider rebalancing to reduce concentration risk and align with your target allocation.

Strong Performance

Your portfolio is outperforming the S&P 500 by 2.3% over the past year. Your diversified allocation is working well.

Tax-Loss Harvesting Opportunity

You have $4,200 in unrealized losses in your taxable accounts. Harvesting these losses could save you ~$1,470 in taxes.