Total portfolio
$0
Available to invest
$0
Today's gain/loss
$0
Total return
0%
Portfolio performance
Asset allocation
Top holdings
| Asset | Price | Value | Return |
|---|
Recent activity
Market movers
Market news
Invested
$0
Cost basis
Current value
$0
Unrealized P&L
$0
Dividend income
$284.50
YTD 2025
Holdings
| Asset | Category | Qty | Avg cost | Price | Value | P&L | Return |
|---|
Performance by category
Monthly returns
My watchlist
Price alerts
Set alerts and we'll notify you when a price target is hit.
Trending
Open orders
2
Filled today
5
Cancelled
1
Order history
| Date | Symbol | Type | Side | Qty | Price | Total | Status |
|---|
Stocks & ETFs
Trade US equities, ETFs, and fractional shares with zero commission
Popular stocks
| Symbol | Name | Type | Price | Change | % Chg | Volume | Mkt cap |
|---|
Cryptocurrency
Trade Bitcoin, Ethereum, and 30+ digital assets 24/7
Crypto markets open
All cryptocurrencies
| # | Name | Price | 24h change | 7d change | Market cap | Volume 24h |
|---|
Bonds & Treasuries
US Treasury bills, notes, bonds, TIPS, and corporate bonds
📈
Current Fed Funds Rate: 5.25% — Treasury yields remain elevated. Consider locking in rates now.
Mutual Funds
Professionally managed diversified fund portfolios
NFT Marketplace
Curated digital collectibles and art on the Ethereum blockchain
Options Trading
Level 2 options — calls, puts, spreads
⚠️
Options trading involves significant risk and is not suitable for all investors. You may lose more than your initial investment.
Options chain — AAPL
| Strike | Expiry | Type | Bid | Ask | IV | Delta | Open int. |
|---|
Total deposited
$0
Total withdrawn
$0
Transactions
0
Transaction history
| Date & Time | Type | Description | Amount | Status | Ref # |
|---|
Realized gains YTD
$3,284.00
Short + long term
Dividends YTD
$284.50
Qualified: $240.00
Est. tax liability
$492.60
Based on 15% LTCG
Tax documents
| Document | Tax year | Status | Date | |
|---|---|---|---|---|
| Form 1099-B (Proceeds) | 2024 | Ready | Jan 31, 2025 | |
| Form 1099-DIV (Dividends) | 2024 | Ready | Jan 31, 2025 | |
| Form 1099-INT (Interest) | 2024 | Ready | Jan 31, 2025 | |
| Form 1099-B (Proceeds) | 2023 | Archived | Jan 31, 2024 |
Personal information
JD
JPEG, PNG, WEBP, or GIF · up to 4MB · automatically cropped to a circle
Security
Two-factor authentication
Add an extra layer of security
Linked bank accounts
Notifications
Order confirmations
Price alerts
Deposit/withdrawal updates
Weekly portfolio summary
Market news & research
🛠 Admin Control Panel
NeexVest Controls
Full control over every value, price, and balance visible to users. Changes apply instantly and persist.
User cash balance (USD)
$0
Portfolio value multiplier
1.0×
Multiplies all holding values by this factor
Market sentiment (live tick drift)
+0.5%
Offsets the random walk used for live price ticks
User's holdings — quantity & average cost
Directly set how many shares/coins the current user owns and their average cost basis. Setting quantity to 0 removes the position.
| Asset | Quantity | Avg cost ($) | Current price | Value |
|---|
Stocks & ETFs — live prices
Cryptocurrency — live prices
Bonds & Treasuries
| Name | Yield | Price | Maturity | Rating |
|---|
Mutual Funds
| Name | NAV ($) | YTD return | Expense ratio |
|---|
NFTs
| Name | Collection | Price (ETH) | Price (USD) |
|---|
Add transaction to user
Portfolio performance chart
Choose the portfolio chart pattern displayed to users
Registered users
| Name | Account type | Cash balance | Portfolio | Joined |
|---|