Sample portfolio
Sample dashboard
Read-only preview with realistic Allocate Smartly export data. Sign up to upload your own CSV.
Total portfolio
$1,180,892
5 accounts
Accounts
5
Active investment accounts
Positions tracked
39
Latest snapshot holdings
Last upload
5/22/2026
Most recent CSV import
Total Balance Over Time
Combined balance across all accounts at each snapshot date.
Account holdings
Latest snapshot positions across accounts.
| Account | Asset | Allocation | USD |
|---|---|---|---|
| 8 assets | — | $512,463 | |
| 7 assets | — | $65,819 | |
| 8 assets | — | $192,880 | |
| 8 assets | — | $248,420 | |
| 8 assets | — | $161,310 |
Recent activity
Latest uploads across your accounts.
- Rollover Empower Account5/19/2026, 11:20:00 AM
- Fidelity Trad IRA5/22/2026, 2:07:08 PM
- Portfolio 15/18/2026, 3:30:00 PM
- Portfolio 25/20/2026, 1:44:02 PM
- Fidelity Roth IRA5/21/2026, 8:12:31 PM