Sample account
Portfolio 1
$192,880
Latest snapshot
- Uploaded
- 5/18/2026, 3:30:00 PM
- Export time
- 5/18/2026, 3:30:00 PM
- Source
- allocate-smartly-export-may18.csv
- Portfolio
- Portfolio 1
- Account size
- $192,880
- Normalized day
- 13 of 21
- Trading day
- 12 of 20
This is sample data. Sign up to upload your Allocate Smartly CSV and track your own accounts.
Current holdings
| Asset | Description | Allocation | USD | Shares |
|---|---|---|---|---|
| QQQ | US Tech | 25.00% | $48,220 | 85 |
| SPY | S&P 500 | 25.00% | $48,220 | 195 |
| IEF | Intermediate Bonds | 20.00% | $38,576 | 420 |
| VGK | Europe | 12.00% | $23,146 | 240 |
| VWO | Emerging Markets | 10.00% |
QQQ25.00%
SPY25.00%
IEF20.00%
VGK12.00%
VWO10.00%
GLD6.00%
DBC2.00%
CASH2.00%