Sample account
Fidelity Roth IRA
$161,310
Latest snapshot
- Uploaded
- 5/21/2026, 8:12:31 PM
- Export time
- 5/21/2026, 8:12:31 PM
- Source
- allocate-smartly-export-may21.csv
- Portfolio
- Fidelity Roth IRA
- Account size
- $161,310
- Normalized day
- 16 of 21
- Trading day
- 15 of 20
Rebalance actions
Suggested trades from your latest upload comparison.
Sell(2)
Buy(2)
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Account Balance Over Time
Balance from each CSV upload for this account.
Current holdings
| Asset | Description | Allocation | USD | Shares |
|---|---|---|---|---|
| VTI | US Total Market | 27.50% | $44,360 | 418 |
| VXUS | Intl Total Market | 22.50% | $36,295 | 312 |
| BND | US Bonds | 18.00% | $29,036 | 280 |
| GLD | Gold | 12.50% | $20,164 | 46 |
Changes vs previous upload
Added: 0Removed: 0Modified: 4Unchanged: 4
Last uploaded at 5/21/2026, 8:12:31 PM
| Asset | Optimal AllocationPrev | Optimal AllocationNew | Change | USD AllocationPrev | USD AllocationNew | USD Change | Optimal Total SharesPrev | Optimal Total SharesNew | Shares Change |
|---|