Sample account
Fidelity Trad IRA
$65,819
Latest snapshot
- Uploaded
- 5/22/2026, 2:07:08 PM
- Export time
- 5/22/2026, 2:07:08 PM
- Source
- allocate-smartly-export-may22.csv
- Portfolio
- Fidelity Trad IRA
- Account size
- $65,819
- Normalized day
- 17 of 21
- Trading day
- 16 of 20
Rebalance actions
Suggested trades from your latest upload comparison.
Sell(2)
Buy(4)
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Account Balance Over Time
Balance from each CSV upload for this account.
Current holdings
| Asset | Description | Allocation | USD | Shares |
|---|---|---|---|---|
| GLD | Gold | 41.85% | $25,788 | 60 |
| SCZ | Intl Small Cap Equities | 39.00% | $24,012 | 146 |
| PDBC | Commodities | 7.23% | $4,452 | 198 |
| QQQ | US Tech | 3.60% | $2,218 | 4 |
Changes vs previous upload
Added: 0Removed: 1Modified: 6Unchanged: 1
Last uploaded at 5/22/2026, 2:07:08 PM
| Asset | Optimal AllocationPrev | Optimal AllocationNew | Change | USD AllocationPrev | USD AllocationNew | USD Change | Optimal Total SharesPrev | Optimal Total SharesNew | Shares Change |
|---|